Position in NJR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$11,463,094
+$297,254 QoQ
Shares Held
204,552
+0.6% QoQ
Ownership
0.202%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#47
of 456 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NJR Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026Aptus Capital Advisors, LLC holds $12,047,778 across 2 Utilities - Regulated Gas names. NJR ranks #1 (95.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NJR |
New Jersey Resources Corp
This page
|
204,552 | $11,463,094 | |
| 2 | ATO |
Atmos Energy Corp
|
3,394 | $584,684 |
All Filings in NJR
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,463,094 | 204,552 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $11,165,840 | 203,311 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $9,282,295 | 201,264 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $9,650,560 | 200,427 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $7,816,921 | 174,407 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $7,815,405 | 159,303 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $5,422,082 | 116,229 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $4,357,598 | 92,322 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $3,415,481 | 79,913 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $2,752,590 | 64,148 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,559,337 | 57,410 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $2,358,165 | 58,040 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $3,273,320 | 69,350 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $3,406,396 | 64,030 | Shares | Sole | 2023-05-09 | |
| No filing history on record for this holder in this stock. | ||||||