EverSource Wealth Advisors, LLC
Position in NJR — New Jersey Resources Corp
CIK 1710537
BIRMINGHAM, AL
Position in NJR
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$53,011
-$23,377 QoQ
Shares Held
946
-32.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#346
of 442 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, 2026EverSource Wealth Advisors, LLC holds $2,238,303 across 15 Utilities - Regulated Gas names. NJR ranks #8 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
|
3,146 | $541,956 | |
| 2 | UGI |
Ugi Corp /Pa/
|
13,615 | $470,257 | |
| 3 | NI |
Nisource Inc.
|
7,332 | $348,631 | |
| 4 | BKH |
Black Hills Corp /Sd/
|
3,962 | $294,769 | |
| 5 | SR |
Spire Inc
|
2,129 | $166,249 | |
| 6 | OGS |
ONE Gas, Inc.
|
1,739 | $134,019 | |
| 7 | SWX |
Southwest Gas Holdings, Inc.
|
729 | $64,645 | |
| 8 | NJR |
New Jersey Resources Corp
This page
|
946 | $53,011 |
All Filings in NJR
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $53,011 | 946 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $76,388 | 1,391 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $51,234 | 1,111 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $67,890 | 1,410 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $53,917 | 1,203 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $16,434 | 335 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $6,251 | 134 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $6,324 | 134 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $17,821 | 417 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $16,947 | 395 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $12,837 | 288 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $4,387 | 108 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $2,548 | 54 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $7,713 | 145 | Shares | Sole | 2023-05-11 | |
| No filing history on record for this holder in this stock. | ||||||