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Fortis Group Advisors, LLC

SEC CIK
0001815183
Latest filing
Jul 24, 2026

NJR holding history

New Jersey Resources Corp in every 13F filed by Fortis Group Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

NJR overviewAll 13F holders of NJRFull Q2 2026 holdings

Shares (Q2 2026)
6,437
Value
$360.7K
% of portfolio
0.1%
Quarters held
10
Since Q1 2024
Holdings of NJR by Fortis Group Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,437$360.7K0.1%+31+0.5%AddedHolders
Q1 20266,406$360.7K0.1%+7+0.1%AddedHolders
Q4 20256,399$316.6K0.1%+8+0.1%AddedHolders
Q3 20256,391$283.1K<0.1%−4,392−40.7%ReducedHolders
Q2 202510,783$495.0K0.1%+15+0.1%AddedHolders
Q1 202510,768$528.3K0.1%+7+0.1%AddedHolders
Q4 202410,761$502.0K0.1%+8+0.1%AddedHolders
Q3 202410,753$507.6K0.1%+7+0.1%AddedHolders
Q2 202410,746$459.3K0.1%+7+0.1%AddedHolders
Q1 202410,739$460.8K0.1%+10,739NewHolders