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New Jersey Resources Corporation shares owned by Creative Planning

Quarter-by-quarter ownership of New Jersey Resources Corporation (NJR) shares owned by Creative Planning from 13F filings

Historical chart of Creative Planning investment in New Jersey Resources Corporation

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All positions including New Jersey Resources Corporation held by Creative Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in New Jersey Resources Corporation by Creative Planning

Quarter filed Position value Share count Share price at filing
2023-12-31 $870k 20k 44.58
2023-09-30 $746k 18k 40.63
2023-06-30 $643k 14k 47.20
2023-03-31 $797k 15k 53.20
2022-12-31 $630k 13k 49.62
2022-09-30 $487k 13k 38.66
2022-06-30 $458k 10k 44.55
2022-03-31 $470k 10k 45.87
2021-12-31 $415k 10k 41.02
2021-09-30 $365k 11k 34.79
2021-06-30 $418k 11k 39.53
2021-03-31 $448k 11k 39.89
2020-12-31 $497k 14k 35.53
2020-09-30 $435k 16k 27.03
2020-06-30 $501k 15k 32.68
2020-03-31 $460k 14k 34.00
2019-12-31 $596k 13k 44.60
2019-09-30 $680k 15k 45.24
2019-06-30 $726k 15k 49.79
2019-03-31 $651k 13k 49.76
2018-12-31 $598k 13k 45.71
2018-09-30 $603k 13k 46.09
2018-06-30 $566k 13k 44.74
2018-03-31 $567k 14k 40.12
2017-12-31 $563k 14k 40.19
2017-09-30 $590k 14k 42.12
2017-06-30 $527k 13k 39.72
2017-03-31 $525k 13k 39.57
2016-12-31 $470k 13k 35.53
2016-09-30 $427k 13k 32.87
2016-06-30 $462k 12k 38.53
2016-03-31 $437k 12k 36.45
2015-12-31 $130k 4.0k 32.91
2015-09-30 $106k 3.5k 30.17
2015-03-31 $62k 2.0k 31.12
2014-12-31 $76k 1.2k 61.39
2014-09-30 $52k 1.0k 50.58
2014-06-30 $57k 996 57.23
2014-03-31 $55k 1.1k 49.77
2013-12-31 $51k 1.1k 46.15
2013-09-30 $90k 2.0k 43.99
2013-06-30 $46k 1.1k 41.63
2012-12-31 $45k 1.1k 39.58
2012-09-30 $52k 1.1k 45.73
2012-06-30 $48k 1.1k 43.44

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Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Core Msci Emkt (IEMG)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
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Wisdomtree Tr Emg Mkts Smcap (DGS)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Real Estate Etf (VNQ)
Spdr Ser Tr Portfolio S&p500 (SPLG)

View all positions for Creative Planning

Top funds holding New Jersey Resources Corporation

Vanguard Group
Dimensional Fund Advisors
Wells Fargo & Company
Bank of New York Mellon
Charles Schwab Investment Management
Duff & Phelps Investment Management
Massachusetts Financial Services
Wellington Management Company
Norges Bank Investment Management
Goldman Sachs Group
Neuberger Berman Group
Millennium Management
Jpmorgan Chase & Co
Segall Bryant & Hamill
CalPERS

View all funds holding New Jersey Resources Corporation