Vanguard reports 5.26% stake in New Jersey Resources
New Jersey Resources Corp ownership filing: Vanguard Capital Management reports beneficial ownership of 5,310,626 shares of Common Stock, representing 5.26% of the class as of 03/31/2026.
Rhea-AI Filing Summary
New Jersey Resources Corp ownership filing: Vanguard Capital Management reports beneficial ownership of 5,310,626 shares of Common Stock, representing 5.26% of the class as of 03/31/2026. The filing lists sole voting power of 808,348 shares and sole dispositive power over 5,310,626 shares. The statement clarifies these holdings reflect securities managed across Vanguard business units and funds.
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Insights
Vanguard reports a >5% passive stake in NJR, with dispositive control concentrated.
Vanguard Capital Management discloses beneficial ownership of 5,310,626 shares (5.26%) as of 03/31/2026, with sole dispositive power over the full share amount and sole voting power for 808,348 shares. The filing follows the Schedule 13G format used for passive institutional investors.
Holdings are aggregated across Vanguard business units and funds, per the disclosure. Cash‑flow treatment and any planned transactions are not stated; subsequent filings would show changes in stake or voting authority.
Key Figures
Key Terms
Schedule 13G regulatory
Beneficial ownership financial
Sole dispositive power regulatory
Investment Company Act of 1940 regulatory
FAQ
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What stake does Vanguard Capital Management report in NJR?
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Is Vanguard acting as a passive investor in this Schedule 13G for NJR?
When was the Schedule 13G for NJR signed?
AI-generated analysis. How Rhea-AI works. Not financial advice.