Summit Financial »

New Jersey Resources Corporation shares owned by Summit Financial

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

Historical chart of Summit Financial investment in New Jersey Resources Corporation

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in New Jersey Resources Corporation by Summit Financial

Quarter filed Position value Share count Share price at filing
2024-03-31 $308k 7.1k 43.33
2023-12-31 $322k 7.2k 45.00
2023-09-30 $303k 7.4k 41.05
2023-06-30 $349k 7.3k 47.58

More positions owned by Summit Financial

Vanguard Index Fds Total Stk Mkt Etf (VTI)
Vanguard Intl Equity Index F Allwrld Ex Us Etf (VEU)
Chipotle Mexican Grill Common Stock (CMG)
Vanguard Index Fds Growth Etf Etf (VUG)
Vanguard Index Fds Value Etf Common Stock (VTV)
Spdr S&p 500 Etf Trtr Unit Etf (SPY)
Vanguard Index Fds Sm Cp Val Etf Etf (VBR)
Vanguard Index Fds Mcapvlidxvip Etf (VOE)
Amazon Common Stock (AMZN)
Microsoft Corpcom Common Stock (MSFT)
Apple Common Stock (AAPL)
Nvidia Corporation Common Stock (NVDA)
Ishares Core S&p 500 Etf Etf (IVV)
Vanguard Index Fdss&p 500 Etf Etf (VOO)
Meta Platforms Common Stock (META)

View all positions for Summit Financial

Top funds holding New Jersey Resources Corporation

BlackRock
Vanguard Group
Dimensional Fund Advisors
Wells Fargo & Company
Geode Capital Management
First Trust Advisors
Bank of New York Mellon
Charles Schwab Investment Management
Northern Trust
Morgan Stanley
ProShare Advisors
Duff & Phelps Investment Management
Massachusetts Financial Services
Wellington Management Company
FMR

View all funds holding New Jersey Resources Corporation