Aventail Capital Group, LP

Position in NJR — New Jersey Resources Corp

CIK 1803822 NEW YORK, NY

Position in NJR

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$5,065,491

+$2,214,630 QoQ

Shares Held

92,234

+49.2% QoQ

Ownership

0.091%

of shares outstanding

% of Portfolio

0.25%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2024

8 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Aventail Capital Group, LP holds $89,470,245 across 5 Utilities - Regulated Gas names.

#	Ticker	Company	Shares	Value (USD)
1	ATO	Atmos Energy Corp	202,896	$34,952,893
2	SWX	Southwest Gas Holdings, Inc.	247,816	$21,976,322
3	NI	Nisource Inc.	421,928	$20,062,676
4	OGS	ONE Gas, Inc.	93,589	$7,212,904
5	UGI	Ugi Corp /Pa/	152,445	$5,265,450

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$5,065,491	92,234	+49.2%	Shares	Sole	2026-05-15
2025-12-31	$2,850,861	61,814	-40.3%	Shares	Sole	2026-02-17
2025-09-30	$4,981,406	103,456	0.0%	Shares	Sole	2025-11-14
2025-06-30	$4,636,897	103,456	-48.4%	Shares	Sole	2025-08-14
2025-03-31	$9,840,896	200,589	+0.3%	Shares	Sole	2025-05-15
2024-12-31	$9,330,000	200,000	-51.6%	Shares	Sole	2025-02-14
2024-09-30	$19,496,007	413,051	+19.3%	Shares	Sole	2024-11-14
2024-06-30	$14,801,374	346,312	—	Shares	Sole	2024-08-14
No filing history on record for this holder in this stock.