Institute for Wealth Management, LLC.

Position in NJR — New Jersey Resources Corp

CIK 1533954 DENVER, CO

Position in NJR

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$232,902

-$58,558 QoQ

Shares Held

4,156

-21.7% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#316

of 456 holders

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Institute for Wealth Management, LLC. holds $410,594 across 6 Utilities - Regulated Gas names. NJR ranks #1 (56.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NJR	New Jersey Resources Corp This page	4,156	$232,902
2	NI	Nisource Inc.	1,354	$64,382
3	OGS	ONE Gas, Inc.	732	$56,415
4	NWN	Northwest Natural Holding Co	700	$34,342
5	ATO	Atmos Energy Corp	86	$14,815
6	BIPC	Brookfield Infrastructure Corp	201	$7,738

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$232,902	4,156	-21.7%	Shares	Sole	2026-07-28
2026-03-31	$291,460	5,307	-7.9%	Shares	Sole	2026-05-14
2025-12-31	$265,789	5,763	-9.1%	Shares	Sole	2026-01-27
2025-09-30	$305,271	6,340	+32.7%	Shares	Sole	2025-10-17
2025-06-30	$214,149	4,778	—	Shares	Sole	2025-07-18
No filing history on record for this holder in this stock.