Position in NJR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$6,108
+$5,285 QoQ
Shares Held
109
+626.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#410
of 456 holders
Holding Since
Dec 2025
3 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, 2026Basecamp Wealth Advisors LLC holds $105,867 across 8 Utilities - Regulated Gas names. NJR ranks #5 (5.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NI |
Nisource Inc.
|
874 | $41,558 | |
| 2 | OGS |
ONE Gas, Inc.
|
361 | $27,822 | |
| 3 | CPK |
Chesapeake Utilities Corp
|
118 | $14,452 | |
| 4 | ATO |
Atmos Energy Corp
|
49 | $8,441 | |
| 5 | NJR |
New Jersey Resources Corp
This page
|
109 | $6,108 | |
| 6 | SWX |
Southwest Gas Holdings, Inc.
|
63 | $5,586 | |
| 7 | MDU |
Mdu Resources Group Inc
|
84 | $1,781 | |
| 8 | RGCO |
Rgc Resources Inc
|
5 | $119 |
All Filings in NJR
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,108 | 109 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $823 | 15 | Shares | Sole | 2026-06-24 | |
| 2025-12-31 | $691 | 15 | Shares | Sole | 2026-06-24 | |
| No filing history on record for this holder in this stock. | ||||||