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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
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 		$9.65M 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 0.07% 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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Aptus Capital Advisors's NJR Position: Q1 2026 in Review

Aptus Capital Advisors increased its New Jersey Resources (NJR) stake by 1% in Q1 2026, buying an estimated $106K and bringing the position to 203,311 shares worth $11.2M. The position accounts for 0.09% of the portfolio, ranked #195.

Aptus Capital Advisors first reported a position in NJR in Q1 2023 and has held it in 13 quarters since. 437 funds tracked by Wall St. Rank hold NJR as of Q1 2026.

  • Aptus Capital Advisors held 203,311 shares of New Jersey Resources worth $11.2M as of Q1 2026.
  • Aptus Capital Advisors bought 2,047 New Jersey Resources shares in Q1 2026, an estimated $106K.
  • New Jersey Resources made up 0.09% of Aptus Capital Advisors's portfolio in Q1 2026, its #195 holding.
  • Aptus Capital Advisors first reported a position in New Jersey Resources in Q1 2023 and has held it in 13 quarters since.
  • 437 funds tracked by Wall St. Rank held New Jersey Resources as of Q1 2026.

Based on Aptus Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.