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WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Position in NJR — New Jersey Resources Corp

CIK 1632972 PLYMOUTH, MN

Position in NJR

as of Jun 30, 2026 · filed Jul 15, 2026
Position Value
$3,524,411
-$20,235 QoQ
Shares Held
62,891
-2.6% QoQ
Ownership
0.062%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#98
of 456 holders
Holding Since
Sep 2023
12 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, 2026

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $27,508,164 across 12 Utilities - Regulated Gas names. NJR ranks #2 (12.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 NJR
New Jersey Resources Corp
This page
62,891 $3,524,411

All Filings in NJR

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12 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $3,524,411 62,891
2026-03-31 $3,544,646 64,542
2025-12-31 $3,599,389 78,044
2025-09-30 $3,914,065 81,289
2025-06-30 $517,805 11,553
2025-03-31 $550,845 11,228
2024-12-31 $482,687 10,347
2024-09-30 $433,532 9,185
2024-06-30 $377,821 8,840
2024-03-31 $366,151 8,533
2023-12-31 $365,243 8,193
2023-09-30 $387,285 9,532