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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
2024-09-30 $968k 21k 47.20
2024-06-30 $856k 20k 42.74
2024-03-31 $813k 19k 42.91
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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Spdr Ser Tr Portfolio S&p400 (SPMD)
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Vanguard Index Fds Mid Cap Etf (VO)
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Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Index Fds Total Stk Mkt (VTI)
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Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Real Estate Etf (VNQ)
Ishares Tr National Mun Etf (MUB)

View all positions for Creative Planning

Top funds holding New Jersey Resources Corporation

BlackRock
Vanguard Group
State Street Corporation
Dimensional Fund Advisors
Wells Fargo & Company
Geode Capital Management
ProShare Advisors
Charles Schwab Investment Management
First Trust Advisors
Neuberger Berman Group
Northern Trust
Bank of New York Mellon
Millennium Management
FMR
Massachusetts Financial Services

View all funds holding New Jersey Resources Corporation