Position in NJR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$44,832
+$6,388 QoQ
Shares Held
800
+14.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#363
of 456 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NJR Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026Heritage Wealth Advisors holds $227,886 across 4 Utilities - Regulated Gas names. NJR ranks #3 (19.7% of the industry book) .
All Filings in NJR
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $44,832 | 800 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $38,444 | 700 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $32,284 | 700 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $33,705 | 700 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $31,374 | 700 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $34,342 | 700 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $32,655 | 700 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $33,040 | 700 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $29,918 | 700 | Shares | Sole | 2024-12-12 | |
| 2024-03-31 | $30,037 | 700 | Shares | Sole | 2024-12-12 | |
| 2023-12-31 | $31,206 | 700 | Shares | Sole | 2024-12-12 | |
| No filing history on record for this holder in this stock. | ||||||