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State Street reports 5% stake in New Jersey Resources Corp (NJR)

Filing Impact
(Moderate)
Filing Sentiment
(Neutral)
Form Type
SCHEDULE 13G

Rhea-AI Filing Summary

State Street Corporation reported passive ownership of 5,075,348 shares of New Jersey Resources Corp common stock, representing 5% of the class as of 03/31/2026. The filing lists shared voting power of 4,646,546 and shared dispositive power of 5,075,348 across named State Street advisory subsidiaries. The schedule is signed by Elizabeth Schaefer, Senior Vice President and Chief Accounting Officer, dated 05/12/2026.

Positive

  • None.

Negative

  • None.

Insights

State Street reports a passive 5% stake with shared voting control.

State Street Corporation discloses beneficial ownership of 5,075,348 shares and a 5% stake in New Jersey Resources Corp as of 03/31/2026. The position is held across multiple State Street advisory entities listed in the filing.

The filing is a standard Schedule 13G presentation of institutional ownership; exact cash‑flow treatment and trading intentions are not stated in the excerpt, and voting/dispositive powers are reported as shared among the named subsidiaries.

Schedule 13G disclosure indicates passive/investment-adviser reporting obligations were met.

The filing names State Street advisory affiliates (e.g., SSGA Funds Management, State Street Global Advisors Ltd.) and attributes shared voting and dispositive powers to them, consistent with institutional reporting classifications.

Signature by an officer on 05/12/2026 completes the form; any changes in holdings or conversion to active intent would require a different filing form under the rules.

Reporting date 03/31/2026 Ownership snapshot date
Beneficially owned shares 5,075,348 shares Amount beneficially owned reported on Schedule 13G
Percent of class <percent>5%</percent> Percent of class as reported in Item 4(b)
Shared voting power 4,646,546 shares Number of shares with shared power to vote (Item 4(c)(ii))
Form signature date 05/12/2026 Signature date by Elizabeth Schaefer
Schedule 13G regulatory
"Item 1. (a) Name of issuer: NEW JERSEY RESOURCES CORP"
A Schedule 13G is a formal document that investors file with the government when they acquire a large ownership stake in a company, usually for investment purposes rather than control. It helps keep the public informed about who owns significant parts of a company's shares, which can influence how the company is managed and how investors make decisions. Filing this schedule is important for transparency and understanding the ownership landscape of publicly traded companies.
Beneficially owned financial
"Item 4. (a) Amount beneficially owned: 5075348.00"
Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.
Shared dispositive power financial
"Item 4. (c)(iv) Shared power to dispose or to direct the disposition of: 5,075,348"
Investment Adviser (IA) regulatory
"Item 7. SSGA FUNDS MANAGEMENT, INC. (IA); STATE STREET GLOBAL ADVISORS LIMITED (IA)"
An investment adviser (IA) is a person or firm that provides personalized guidance on buying, selling, or holding investments and often manages client portfolios for a fee. Investors should care because an IA has a legal duty to act in the client's best interest—think of them as a navigator who plans and steers your financial journey—so their advice, fee structure and potential conflicts can directly affect returns and financial risk.





646025106

(CUSIP Number)
03/31/2026

(Date of Event Which Requires Filing of this Statement)


Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)




schemaVersion:


SCHEDULE 13G





SCHEDULE 13G



STATE STREET CORPORATION
Signature:ELIZABETH SCHAEFER
Name/Title:SENIOR VICE PRESIDENT, CHIEF ACCOUNTING OFFICER
Date:05/12/2026

FAQ

What stake does State Street hold in New Jersey Resources (NJR)?

State Street beneficially owns 5,075,348 shares, equal to 5% of the class as of 03/31/2026. The figure is reported on a Schedule 13G and reflects holdings across State Street advisory entities named in the filing.

How much voting power does State Street report for NJR shares?

The filing reports shared voting power of 4,646,546 shares as of 03/31/2026. Voting authority is shown as shared among named State Street affiliates rather than held solely by one entity.

Which State Street entities hold the NJR shares?

The schedule lists State Street advisory subsidiaries including SSGA Funds Management, State Street Global Advisors Ltd. and others as holders. These entities are identified in Item 7 as the relevant advisory subsidiaries in the filing.

Does the Schedule 13G indicate active trading intentions by State Street?

No explicit trading intentions are stated in this excerpt. The Schedule 13G format typically reports passive institutional holdings; the filing does not describe plans to buy or sell shares.

When was the filing signed and by whom?

The form is signed by Elizabeth Schaefer, Senior Vice President and Chief Accounting Officer, with a signature date of 05/12/2026. The ownership snapshot is as of 03/31/2026.