Aptus Capital Advisors
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Aptus Capital Advisors’s New Jersey Resources NJR Stock Holding History

Aptus Capital Advisors’s Portfolio NJR Stock Details NJR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$10.3M Sell
204,014
-538
-0.3% -$29.8K 0.07% 233
2026
Q2 		$11.5M Buy
204,552
+1,241
+0.6% +$69.4K 0.08% 208
2026
Q1 		$11.2M Buy
203,311
+2,047
+1% +$106K 0.09% 195
2025
Q4 		$9.28M Buy
201,264
+837
+0.4% +$38.7K 0.07% 227
2025
Q3 		$9.7M Buy
200,427
+26,020
+15% +$1.21M 0.07% 216
2025
Q2 		$7.82M Buy
174,407
+15,104
+9% +$708K 0.06% 226
2025
Q1 		$7.82M Buy
159,303
+43,074
+37% +$2.04M 0.08% 210
2024
Q4 		$5.42M Buy
116,229
+23,907
+26% +$1.13M 0.06% 255
2024
Q3 		$4.36M Buy
92,322
+12,409
+16% +$567K 0.06% 229
2024
Q2 		$3.42M Buy
79,913
+15,765
+25% +$680K 0.06% 231
2024
Q1 		$2.75M Buy
64,148
+6,738
+12% +$284K 0.05% 259
2023
Q4 		$2.56M Sell
57,410
-630
-1% -$26.9K 0.07% 200
2023
Q3 		$2.36M Sell
58,040
-11,310
-16% -$495K 0.06% 204
2023
Q2 		$3.27M Buy
69,350
+5,320
+8% +$268K 0.08% 187
2023
Q1 		$3.41M Buy
+64,030
New +$3.26M 0.09% 160

Other funds holding NJR

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Energy Income Partners
Energy Income Partners Westport, Connecticut $6.26B AUM 9.12% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $148B AUM 31.56% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Aptus Capital Advisors's NJR Position: Q3 2026 in Review

Aptus Capital Advisors reduced its New Jersey Resources (NJR) stake by 0.26% in Q3 2026, selling an estimated $29.8K and leaving 204,014 shares worth $10.3M. The position accounts for 0.07% of the portfolio, ranked #233.

Aptus Capital Advisors first reported a position in NJR in Q1 2023 and has held it in 15 quarters since. The position peaked at $11.5M in Q2 2026. 363 funds tracked by Wall St. Rank hold NJR as of Q3 2026.

  • Aptus Capital Advisors held 204,014 shares of New Jersey Resources worth $10.3M as of Q3 2026.
  • Aptus Capital Advisors sold 538 New Jersey Resources shares in Q3 2026, an estimated $29.8K.
  • New Jersey Resources made up 0.07% of Aptus Capital Advisors's portfolio in Q3 2026, its #233 holding.
  • Aptus Capital Advisors first reported a position in New Jersey Resources in Q1 2023 and has held it in 15 quarters since.
  • Aptus Capital Advisors's New Jersey Resources position peaked at $11.5M in Q2 2026.
  • 363 funds tracked by Wall St. Rank held New Jersey Resources as of Q3 2026.

Based on Aptus Capital Advisors's 13F filing for Q3 2026, filed 13 Nov 2026.