New Jersey Resources Corporation
US ˙ NYSE ˙ US6460251068

SecurityNJR / New Jersey Resources Corporation
InstitutionIFP Advisors, Inc
Latest Disclosed Ownership1,285 shares
Latest Disclosed Value $ 70,572
IFP Advisors, Inc reports 0.46% decrease in ownership of NJR / New Jersey Resources Corporation

On April 13, 2026 - IFP Advisors, Inc filed a 13F-HR form disclosing ownership of 1,285 shares of New Jersey Resources Corporation (US:NJR) valued at $70,572 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 1,291 shares of New Jersey Resources Corporation. This represents a change in shares of -0.46% during the quarter. The current value of the position is $69,184 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-13 2026-03-31 13F NEW JERSEY RES cs 646025106 1,285 -6 -0.46 71 18.64 0.0015
2026-02-06 2025-12-31 13F NEW JERSEY RES cs 646025106 1,291 -587 -31.26 60 -34.44 0.0013
2026-02-06 2025-09-30 13F/A-1 NEW JERSEY RES cs 646025106 1,878 374 24.87 90 34.33 0.0023
2025-12-02 2025-09-30 13F NEW JERSEY RES cs 646025106 1,878 374 90 0.0023
2025-07-24 2025-06-30 13F NEW JERSEY RES cs 646025106 1,504 282 23.08 67 13.56 0.0019
2025-05-05 2025-03-31 13F NEW JERSEY RES cs 646025106 1,222 0 0.00 60 3.51 0.0018
2025-02-04 2024-12-31 13F NEW JERSEY RES cs 646025106 1,222 23 1.92 57 1.79 0.0019
2025-02-04 2024-09-30 13F NEW JERSEY RES cs 646025106 1,199 -36 -2.91 57 7.69 0.0020
2024-07-30 2024-06-30 13F NEW JERSEY RES cs 646025106 1,235 -645 -34.31 53 -35.00 0.0021
2024-07-30 2024-03-31 13F NEW JERSEY RES cs 646025106 1,880 -178 -8.65 81 -12.09 0.0035
2024-01-09 2023-12-31 13F NEW JERSEY RES cs 646025106 2,058 -41 -1.95 92 7.06 0.0043
2023-10-12 2023-09-30 13F NEW JERSEY RES cs 646025106 2,099 458 27.91 85 10.39 0.0038
2023-08-14 2023-06-30 13F/A-1 NEW JERSEY RES cs 646025106 1,641 1,191 264.67 77 305.26 0.0032
2023-08-04 2023-06-30 13F NEW JERSEY RES cs 646025106 1,641 1,191 72 0.0033
2023-04-18 2023-03-31 13F NEW JERSEY RES cs 646025106 450 0 0.00 20 0.0009
2023-02-07 2022-12-31 13F NEW JERSEY RES cs 646025106 450 0 0.00 0 -100.00 0.0005
2022-11-08 2022-09-30 13F NEW JERSEY RES cs 646025106 450 0 0.00 20 0.00 0.0005
2022-09-06 2022-06-30 13F/A-1 NEW JERSEY RES cs 646025106 450 0 0.00 20 0.00 0.0006
2022-09-06 2022-03-31 13F/A-1 NEW JERSEY RES cs 646025106 450 -25 -5.26 20 5.26 0.0006
2022-08-08 2022-03-31 13F NEW JERSEY RES CORP COM Stock 646025106 475 0 21 0.0004
2022-01-12 2021-12-31 13F NEW JERSEY RES CORP COM Stock 646025106 475 25 5.56 19 18.75 0.0004
2021-10-06 2021-09-30 13F NEW JERSEY RES CORP COM Stock 646025106 450 0 0.00 16 -11.11 0.0003
2021-07-13 2021-06-30 13F NEW JERSEY RES CORP COM Stock 646025106 450 0 0.00 18 0.00 0.0004
2021-04-30 2021-03-31 13F NEW JERSEY RES CORP COM Stock 646025106 450 0 0.00 18 12.50 0.0004
2021-01-25 2020-12-31 13F NEW JERSEY RES CORP COM Stock 646025106 450 0 0.00 16 33.33 0.0006
2020-10-29 2020-09-30 13F NEW JERSEY RES COM Stock 646025106 450 -28 -5.86 12 -25.00 0.0007
2020-08-05 2020-06-30 13F NEW JERSEY RES COM Stock 646025106 478 478 16 0.0013
2020-05-12 2020-03-31 13F NEW JERSEY RES COM Stock 646025106 0 0 0 0.0000
2020-01-17 2019-12-31 13F NEW JERSEY RES COM Stock 646025106 0 0 0 0.0000
2019-11-07 2019-09-30 13F NEW JERSEY RES COM Stock 646025106 0 -66 -100.00 0 -100.00
2019-05-15 2019-03-31 13F NEW JERSEY RESOURCESCORP Stock 646025106 66 -12,388 -99.47 3 -99.47 0.0004
2019-06-03 2018-12-31 13F/A-10 NEW JERSEY RES COM Stock 646025106 12,454 -11 -0.09 565 -1.74 0.0344
2019-01-23 2018-12-31 13F NEW JERSEY RES COM Stock 646025106 12,454 -11 565 0.0344
2019-06-03 2018-09-30 13F/A-9 NEW JERSEY RES COM Stock 646025106 12,465 12,197 4,551.12 575 4,691.67 0.0234
2018-10-25 2018-09-30 13F NEW JERSEY RES COM Stock 646025106 12,465 12,197 575 0.0234
2019-06-03 2018-06-30 13F/A-8 NEW JERSEY RES COM Stock 646025106 268 188 235.00 12 300.00 0.0005
2018-08-07 2018-06-30 13F NEW JERSEY RES COM Stock 646025106 268 112 12
2019-06-03 2018-03-31 13F/A-7 NEW JERSEY RES COM Stock 646025106 80 0 0.00 3 0.00 0.0001
2018-05-09 2018-03-31 13F NEW JERSEY RES COM Stock 646025106 156 76 6
2019-06-03 2017-12-31 13F/A-6 NEW JERSEY RES COM Stock 646025106 80 -37,507 -99.79 3 -99.81 0.0001
2018-01-24 2017-12-31 13F NEW JERSEY RES COM Stock 646025106 80 -37,507 3
2017-10-30 2017-09-30 13F NEW JERSEY RES COM Stock 646025106 37,587 235 0.63 1,584 6.81 0.0629
2019-06-03 2017-06-30 13F/A-5 NEW JERSEY RES COM Stock 646025106 37,352 236 0.64 1,483 0.88 0.0629
2017-07-31 2017-06-30 13F NEW JERSEY RES COM Stock 646025106 37,352 236 1,483
2019-06-03 2017-03-31 13F/A-4 NEW JERSEY RES COM Stock 646025106 37,116 159 0.43 1,470 12.04 0.0640
2017-04-26 2017-03-31 13F NEW JERSEY RES COM Stock 646025106 37,116 159 1,470
2019-06-03 2016-12-31 13F/A-3 NEW JERSEY RES COM Stock 646025106 36,957 446 1.22 1,312 9.33 0.0633
2017-02-14 2016-12-31 13F NEW JERSEY RES COM Stock 646025106 36,957 446 1,312
2016-11-04 2016-09-30 13F NEW JERSEY RES COM Stock 646025106 36,511 674 1.88 1,200 -13.17 0.0624
2019-06-03 2016-06-30 13F/A-2 NEW JERSEY RES COM Stock 646025106 35,837 35,771 54,198.48 1,382 45,966.67 0.0772
2016-08-22 2016-06-30 13F NEW JERSEY RES COM Stock 646025106 35,837 35,771 1,382
2019-06-03 2016-03-31 13F/A-1 NEW JERSEY RESOURCESCORP Stock 646025106 66 -35,262 -99.81 3 -99.74 0.0004
2016-05-02 2016-03-31 13F NEW JERSEY RES COM Stock 646025106 35,588 260 1,296
2016-02-11 2015-12-31 13F NEW JERSEY RES COM Stock 646025106 35,328 35,328 1,164 0.0781
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.