New Jersey Resources Corporation
US ˙ NYSE ˙ US6460251068

SecurityNJR / New Jersey Resources Corporation
InstitutionCreative Planning
Latest Disclosed Ownership25,173 shares
Latest Disclosed Value $ 1,382,497
Creative Planning reports 16.44% decrease in ownership of NJR / New Jersey Resources Corporation

On May 12, 2026 - Creative Planning filed a 13F-HR form disclosing ownership of 25,173 shares of New Jersey Resources Corporation (US:NJR) valued at $1,382,501 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 30,125 shares of New Jersey Resources Corporation. This represents a change in shares of -16.44% during the quarter. The current value of the position is $1,394,836 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)
2026-05-12 2026-03-31 13F NEW JERSEY RES COM 646025106 25,173 -4,952 -16.44 1,382 -0.50 0.0009
2026-02-17 2025-12-31 13F NEW JERSEY RES COM 646025106 30,125 854 2.92 1,389 -1.42 0.0010
2025-11-14 2025-09-30 13F NEW JERSEY RES COM 646025106 29,271 3,688 14.42 1,409 22.95 0.0011
2025-08-08 2025-06-30 13F NEW JERSEY RES COM 646025106 25,583 2,009 8.52 1,147 -0.87 0.0010
2025-05-15 2025-03-31 13F NEW JERSEY RES COM 646025106 23,574 272 1.17 1,157 6.35 0.0011
2025-02-14 2024-12-31 13F NEW JERSEY RES COM 646025106 23,302 2,788 13.59 1,087 12.29 0.0011
2024-10-11 2024-09-30 13F NEW JERSEY RES COM 646025106 20,514 481 2.40 968 13.08 0.0010
2024-08-15 2024-06-30 13F NEW JERSEY RES COM 646025106 20,033 1,086 5.73 856 5.29 0.0009
2024-05-13 2024-03-31 13F NEW JERSEY RES COM 646025106 18,947 -575 -2.95 813 -6.55 0.0009
2024-02-14 2023-12-31 13F NEW JERSEY RES COM 646025106 19,522 1,160 6.32 870 16.62 0.0016
2023-11-16 2023-09-30 13F NEW JERSEY RES COM 646025106 18,362 4,732 34.72 746 16.02 0.0010
2023-07-21 2023-06-30 13F NEW JERSEY RES COM 646025106 13,630 -1,351 -9.02 643 -19.22 0.0009
2023-05-15 2023-03-31 13F NEW JERSEY RES COM 646025106 14,981 2,295 18.09 797 26.55 0.0011
2023-02-10 2022-12-31 13F NEW JERSEY RES COM 646025106 12,686 90 0.71 629 29.16 0.0009
2022-11-03 2022-09-30 13F NEW JERSEY RES COM 646025106 12,596 2,316 22.53 487 6.33 0.0008
2022-08-15 2022-06-30 13F NEW JERSEY RES COM 646025106 10,280 34 0.33 458 -2.55 0.0008
2022-05-16 2022-03-31 13F NEW JERSEY RES COM 646025106 10,246 128 1.27 470 13.25 0.0007
2022-02-11 2021-12-31 13F NEW JERSEY RES COM 646025106 10,118 -373 -3.56 415 13.70 0.0007
2021-11-10 2021-09-30 13F NEW JERSEY RES COM 646025106 10,491 -82 -0.78 365 -12.68 0.0006
2021-08-04 2021-06-30 13F NEW JERSEY RES COM 646025106 10,573 -657 -5.85 418 -6.70 0.0007
2021-04-30 2021-03-31 13F CreativePlanning COM 646025106 11,230 -2,760 -19.73 448 -9.86 0.0009
2021-01-29 2020-12-31 13F NEW JERSEY RES COM 646025106 13,990 -2,103 -13.07 497 14.25 0.0011
2020-11-05 2020-09-30 13F NEW JERSEY RES COM 646025106 16,093 762 4.97 435 -13.17 0.0011
2020-07-23 2020-06-30 13F NEW JERSEY RES COM 646025106 15,331 1,803 13.33 501 8.91 0.0014
2020-05-05 2020-03-31 13F NEW JERSEY RES COM 646025106 13,528 165 1.23 460 -22.82 0.0016
2020-01-30 2019-12-31 13F NEW JERSEY RES COM 646025106 13,363 -1,667 -11.09 596 -12.35 0.0018
2019-11-01 2019-09-30 13F NEW JERSEY RES COM 646025106 15,030 450 3.09 680 -6.34 0.0022
2019-07-26 2019-06-30 13F NEW JERSEY RES COM 646025106 14,580 1,497 11.44 726 11.52 0.0024
2019-04-24 2019-03-31 13F NEW JERSEY RES COM 646025106 13,083 0 0.00 651 8.86 0.0023
2019-02-12 2018-12-31 13F/A-1 NEW JERSEY RES COM 646025106 13,083 0 0.00 598 -0.83 0.0025
2019-02-01 2018-12-31 13F NEW JERSEY RES COM 646025106 13,083 0 598
2018-10-25 2018-09-30 13F NEW JERSEY RES COM 646025106 13,083 431 3.41 603 6.54 0.0022
2018-07-20 2018-06-30 13F NEW JERSEY RES COM 646025106 12,652 -1,479 -10.47 566 -0.18 0.0022
2018-04-18 2018-03-31 13F NEW JERSEY RES COM 646025106 14,131 124 0.89 567 0.71 0.0023
2018-01-17 2017-12-31 13F NEW JERSEY RES COM 646025106 14,007 0 0.00 563 -4.58 0.0024
2017-10-17 2017-09-30 13F NEW JERSEY RES COM 646025106 14,007 740 5.58 590 11.95 0.0027
2017-07-12 2017-06-30 13F NEW JERSEY RES COM 646025106 13,267 0 0.00 527 0.38 0.0027
2017-04-07 2017-03-31 13F NEW JERSEY RES COM 646025106 13,267 40 0.30 525 11.70 0.0029
2017-01-09 2016-12-31 13F NEW JERSEY RES COM 646025106 13,227 237 1.82 470 10.07 0.0029
2016-10-12 2016-09-30 13F NEW JERSEY RES COM 646025106 12,990 1,000 8.34 427 -7.58 0.0027
2016-07-12 2016-06-30 13F NEW JERSEY RES COM 646025106 11,990 0 0.00 462 5.72 0.0033
2016-04-08 2016-03-31 13F NEW JERSEY RES COM 646025106 11,990 8,040 203.54 437 236.15 0.0034
2016-01-11 2015-12-31 13F NEW JERSEY RES COM 646025106 3,950 436 12.41 130 22.64 0.0011
2015-10-09 2015-09-30 13F NEW JERSEY RES COM 646025106 3,514 3,514 0.00 106 0.0009
2015-07-09 2015-06-30 13F NEW JERSEY RES COM 646025106 0 -1,992 -100.00 0 -100.00
2015-04-13 2015-03-31 13F NEW JERSEY RES COM 646025106 1,992 1,992 0.00 62 0.0006
2015-01-29 2014-12-31 13F NEW JERSEY RES COM 646025106 0 -1,028 -100.00 0 -100.00
2014-10-10 2014-09-30 13F NEW JERSEY RES COM 646025106 1,028 32 3.21 52 -8.77 0.0006
2014-08-20 2014-06-30 13F NEW JERSEY RES COM 646025106 996 -109 -9.86 57 3.64 0.0007
2014-04-11 2014-03-31 13F NEW JERSEY RES COM 646025106 1,105 0 0.00 55 7.84 0.0008
2014-01-06 2013-12-31 13F NEW JERSEY RES COM 646025106 1,105 -941 -45.99 51 -43.33 0.0009
2013-10-10 2013-09-30 13F NEW JERSEY RES COM 646025106 2,046 941 85.16 90 95.65 0.0018
2013-07-09 2013-06-30 13F NEW JERSEY RES COM 646025106 1,105 1,105 46 0.0011
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.