Cape Investment Advisory, Inc.
Position in NJR — New Jersey Resources Corp
CIK 1944437
MCDONOUGH, GA
Position in NJR
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$6,052
+$1,164 QoQ
Shares Held
108
+1.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#413
of 456 holders
Holding Since
Mar 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, 2026Cape Investment Advisory, Inc. holds $64,310 across 4 Utilities - Regulated Gas names. NJR ranks #2 (9.4% of the industry book) .
All Filings in NJR
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,052 | 108 | Shares | Sole | 2026-07-23 | |
| 2025-12-31 | $4,888 | 106 | Shares | Sole | 2026-02-17 | |
| 2025-06-30 | $4,661 | 104 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $5,053 | 103 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $4,758 | 102 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $4,767 | 101 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $4,274 | 100 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $4,248 | 99 | Shares | Sole | 2024-06-21 | |
| 2023-12-31 | $4,368 | 98 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $4,875 | 120 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $5,616 | 119 | Shares | Sole | 2023-10-12 | |
| 2023-03-31 | $6,277 | 118 | Shares | Sole | 2023-10-12 | |
| No filing history on record for this holder in this stock. | ||||||