Vanguard (NYSE: NJR) reports 5.86% ownership of New Jersey Resources
Filing Impact
Filing Sentiment
Form Type
SCHEDULE 13G
Rhea-AI Filing Summary
Vanguard Portfolio Management filed a Schedule 13G reporting beneficial ownership of New Jersey Resources Corp common stock. The filing states Vanguard beneficially owns 5,911,422 shares, representing 5.86% of the class, with 38,859 shares of sole voting power and sole dispositive power over 5,911,422 shares. The filing describes holdings held for clients and Vanguard funds and is signed by Ashley Grim on 04/29/2026.
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Key Figures
Shares beneficially owned: 5,911,422 shares
Percent of class: 5.86%
Sole voting power: 38,859 shares
+2 more
5 metrics
Shares beneficially owned
5,911,422 shares
Schedule 13G beneficial ownership reported
Percent of class
5.86%
Percent of common stock reported on Schedule 13G
Sole voting power
38,859 shares
Number with sole power to vote
Sole dispositive power
5,911,422 shares
Number with sole power to dispose
Signature date
04/29/2026
Date the Schedule 13G was signed
Key Terms
Schedule 13G, beneficial ownership, dispositive power, sole voting power
4 terms
Schedule 13G regulatory
"Vanguard Portfolio Management filed a Schedule 13G reporting beneficial ownership"
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.
beneficial ownership regulatory
"Amount beneficially owned: 5911422; Percent of class: 5.86%"
Beneficial ownership means the person or entity that actually enjoys the benefits of owning shares or other assets — such as receiving dividends, voting rights, or price gains — even if the legal title is held in another name. For investors it matters because knowing who truly controls and profits from a company reveals who can influence decisions, exposes potential conflicts of interest or hidden concentration of power, and affects transparency and risk in the stock.
dispositive power financial
"Sole power to dispose or to direct the disposition of: 5911422"
Dispositive power is the authority to decide the final outcome of an asset, legal claim, contract, or corporate action — in effect the power to dispose of or resolve something. For investors it matters because whoever holds that authority can determine who gets paid, who controls an asset or vote, and how risks and returns are allocated; think of it like holding the key that lets you lock in the winner or loser in a deal.
sole voting power regulatory
"Sole power to vote or to direct the vote: 38859"
Sole voting power is the exclusive right to cast votes attached to a shareholder’s stock without needing approval from anyone else. Like holding the only remote control for a TV, it lets that holder decide corporate matters such as board members, mergers, and policy changes, making it important to investors because it concentrates control and can strongly influence a company’s strategy and the value of its shares.
FAQ
What stake does Vanguard report in New Jersey Resources (NJR)?
Vanguard reports beneficial ownership of 5,911,422 shares, equal to 5.86% of New Jersey Resources common stock, as stated in the Schedule 13G filing completed on 04/29/2026.
Who signed the Schedule 13G for Vanguard at NJR?
Ashley Grim, Head of Global Fund Administration, signed the Schedule 13G on 04/29/2026, certifying the filing on behalf of Vanguard Portfolio Management.
Are Vanguard's NJR holdings held on behalf of other persons?
The filing states Vanguard Portfolio Management exercises dispositive power over shares held by Vanguard funds and managed accounts and that no other single person's interest exceeds 5% of the class.
What CUSIP and class are reported in the filing?
The filing lists the security as Common Stock with CUSIP 646025106 for New Jersey Resources Corp, as reported in Item 2 of the Schedule 13G.