New Jersey Resources Corporation
US ˙ NYSE ˙ US6460251068

SecurityNJR / New Jersey Resources Corporation
InstitutionPinnacle Associates Ltd
Latest Disclosed Ownership21,505 shares
Latest Disclosed Value $ 1,181,039
Pinnacle Associates Ltd reports 2.18% increase in ownership of NJR / New Jersey Resources Corporation

On April 21, 2026 - Pinnacle Associates Ltd filed a 13F-HR form disclosing ownership of 21,505 shares of New Jersey Resources Corporation (US:NJR) valued at $1,181,055 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 21,047 shares of New Jersey Resources Corporation. This represents a change in shares of 2.18% during the quarter. The current value of the position is $1,191,592 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)
2026-04-21 2026-03-31 13F NEW JERSEY RES COM 646025106 21,505 458 2.18 1,181 21.75 0.0151
2026-02-05 2025-12-31 13F NEW JERSEY RES COM 646025106 21,047 -445 -2.07 971 -6.19 0.0123
2025-11-13 2025-09-30 13F NEW JERSEY RES COM 646025106 21,492 -389 -1.78 1,035 5.51 0.0137
2025-08-04 2025-06-30 13F NEW JERSEY RES COM 646025106 21,881 -40 -0.18 981 -8.84 0.0142
2025-05-06 2025-03-31 13F NEW JERSEY RES COM 646025106 21,921 40 0.18 1,075 5.39 0.0158
2025-02-14 2024-12-31 13F NEW JERSEY RES COM 646025106 21,881 -1,340 -5.77 1,021 -1.45 0.0138
2024-10-25 2024-09-30 13F NEW JERSEY RES COM 646025106 23,221 525 2.31 1,035 6.70 0.0176
2024-07-30 2024-06-30 13F NEW JERSEY RES COM 646025106 22,696 0 0.00 970 -0.31 0.0152
2024-04-26 2024-03-31 13F NEW JERSEY RES COM 646025106 22,696 -525 -2.26 974 -5.99 0.0153
2024-01-19 2023-12-31 13F NEW JERSEY RES COM 646025106 23,221 -260 -1.11 1,035 8.49 0.0174
2023-10-24 2023-09-30 13F NEW JERSEY RES COM 646025106 23,481 0 0.00 954 -13.90 0.0177
2023-07-27 2023-06-30 13F NEW JERSEY RES COM 646025106 23,481 -4,500 -16.08 1,108 -25.54 0.0192
2023-05-05 2023-03-31 13F NEW JERSEY RES COM 646025106 27,981 0 0.00 1,489 7.20 0.0304
2023-02-01 2022-12-31 13F/A-1 NEW JERSEY RES COM 646025106 27,981 0 0.00 1,388 28.16 0.0303
2023-01-25 2022-12-31 13F NEW JERSEY RES COM 646025106 27,981 0 1,389 0.0000
2022-11-01 2022-09-30 13F NEW JERSEY RES COM 646025106 27,981 -926 -3.20 1,083 -15.85 0.0249
2022-08-02 2022-06-30 13F NEW JERSEY RES COM 646025106 28,907 -1,122 -3.74 1,287 -6.54 0.0281
2022-05-05 2022-03-31 13F NEW JERSEY RES COM 646025106 30,029 95 0.32 1,377 12.04 0.0244
2022-02-02 2021-12-31 13F NEW JERSEY RES COM 646025106 29,934 24,118 414.68 1,229 508.42 0.0212
2021-10-19 2021-09-30 13F NEW JERSEY RES COM 646025106 5,816 0 0.00 202 -12.17 0.0037
2021-08-02 2021-06-30 13F NEW JERSEY RES COM 646025106 5,816 -30 -0.51 230 -1.29 0.0042
2021-05-12 2021-03-31 13F NEW JERSEY RES COM 646025106 5,846 30 0.52 233 12.56 0.0044
2021-01-26 2020-12-31 13F NEW JERSEY RES COM 646025106 5,816 5,816 207 0.0042
2020-08-14 2020-06-30 13F NEW JERSEY RES COM 646025106 0 -6,016 -100.00 0 -100.00
2020-05-13 2020-03-31 13F NEW JERSEY RES COM 646025106 6,016 1,216 25.33 204 -4.67 0.0062
2020-02-03 2019-12-31 13F NEW JERSEY RES COM 646025106 4,800 0 0.00 214 -1.38 0.0047
2019-11-08 2019-09-30 13F NEW JERSEY RES COM 646025106 4,800 0 0.00 217 -9.21 0.0051
2019-08-05 2019-06-30 13F NEW JERSEY RES COM 646025106 4,800 -4,185 -46.58 239 -46.53 0.0056
2019-05-10 2019-03-31 13F NEW JERSEY RES COM 646025106 8,985 0 0.00 447 9.02 0.0101
2019-02-05 2018-12-31 13F NEW JERSEY RES COM 646025106 8,985 -196 -2.13 410 -3.07 0.0106
2018-11-09 2018-09-30 13F NEW JERSEY RES COM 646025106 9,181 0 0.00 423 2.92 0.0088
2018-08-08 2018-06-30 13F NEW JERSEY RES COM 646025106 9,181 3,885 73.36 411 93.87 0.0085
2018-05-11 2018-03-31 13F NEW JERSEY RES COM 646025106 5,296 -292 -5.23 212 -5.78 0.0042
2018-02-12 2017-12-31 13F NEW JERSEY RES COM 646025106 5,588 0 0.00 225 -4.66 0.0043
2017-11-13 2017-09-30 13F NEW JERSEY RES COM 646025106 5,588 0 0.00 236 6.31 0.0044
2017-08-09 2017-06-30 13F NEW JERSEY RES COM 646025106 5,588 0 0.00 222 0.45 0.0043
2017-05-09 2017-03-31 13F NEW JERSEY RES COM 646025106 5,588 -750 -11.83 221 -1.78 0.0042
2017-02-10 2016-12-31 13F NEW JERSEY RES COM 646025106 6,338 0 0.00 225 8.17 0.0045
2016-11-14 2016-09-30 13F NEW JERSEY RES COM 646025106 6,338 0 0.00 208 -14.75 0.0042
2016-08-15 2016-06-30 13F NEW JERSEY RES COM 646025106 6,338 0 0.00 244 5.63 0.0053
2016-05-13 2016-03-31 13F NEW JERSEY RES COM 646025106 6,338 0 0.00 231 10.53 0.0049
2016-02-11 2015-12-31 13F/A-1 NEW JERSEY RES COM 646025106 6,338 6,338 0.00 209 0.0044
2016-02-09 2015-12-31 13F NEW JERSEY RES COM 646025106 6,338 6,338 209 0.0045
2015-11-10 2015-09-30 13F NEW JERSEY RES COM 646025106 0 -12,738 -100.00 0 -100.00
2015-08-12 2015-06-30 13F NEW JERSEY RES COM 646025106 12,738 -230 -1.77 351 -12.90 0.0065
2015-05-15 2015-03-31 13F New Jersey Resource COM 646025106 12,968 6,586 103.20 403 3.07 0.0075
2015-02-12 2014-12-31 13F New Jersey Resource COM 646025106 6,382 -175 -2.67 391 18.13 0.0077
2014-11-12 2014-09-30 13F New Jersey Resource COM 646025106 6,557 6 0.09 331 -11.50 0.0067
2014-08-14 2014-06-30 13F New Jersey Resource COM 646025106 6,551 -445 -6.36 374 7.47 0.0073
2014-05-14 2014-03-31 13F New Jersey Resource COM 646025106 6,996 -243 -3.36 348 3.88 0.0068
2014-02-12 2013-12-31 13F New Jersey Resource COM 646025106 7,239 1 0.01 335 5.02 0.0065
2013-11-14 2013-09-30 13F New Jersey Resource COM 646025106 7,238 -348 -4.59 319 1.27 0.0066
2013-08-13 2013-06-30 13F New Jersey Resource COM 646025106 7,586 7,586 315 0.0071
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.