State Street reports 5% stake in New Jersey Resources
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.
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.
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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.
Key Figures
Key Terms
Schedule 13G regulatory
Beneficially owned financial
Investment Adviser (IA) regulatory
FAQ
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What stake does State Street hold in New Jersey Resources (NJR)?
Does the Schedule 13G indicate active trading intentions by State Street?
When was the filing signed and by whom?
AI-generated analysis. How Rhea-AI works. Not financial advice.