CWM, LLC

Position in NJR — New Jersey Resources Corp

CIK 1535847 OMAHA, NE

Position in NJR

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$1,078,409

+$630,630 QoQ

Shares Held

19,636

+102.2% QoQ

Ownership

0.019%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 2.658382562640049.ToString("F0")% Shared 0.ToString("F0")% None 97.34161743735996.ToString("F0")%

Utilities · as of Mar 31, 2026

CWM, LLC holds $44,602,195 across 16 Utilities - Regulated Gas names. NJR ranks #7 (2.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NI	Nisource Inc.	642,746	$29,990,528
2	ATO	Atmos Energy Corp	19,502	$3,602,409
3	BKH	Black Hills Corp /Sd/	49,386	$3,427,882
4	SR	Spire Inc	18,208	$1,648,552
5	SWX	Southwest Gas Holdings, Inc.	15,578	$1,353,728
6	OGS	ONE Gas, Inc.	13,411	$1,155,089
7	NJR	New Jersey Resources Corp This page	19,636	$1,078,409
8	UGI	Ugi Corp /Pa/	19,725	$718,384

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,078,409	19,636	+102.2%	Shares	Sole	2026-05-14
2025-12-31	$447,779	9,709	-34.5%	Shares	Sole	2026-01-26
2025-09-30	$714,064	14,830	+196.0%	Shares	Sole	2025-10-15
2025-06-30	$224,548	5,010	+26.1%	Shares	Sole	2025-07-25
2025-03-31	$194,866	3,972	+10.9%	Shares	Sole	2025-05-01
2024-12-31	$167,100	3,582	+25.2%	Shares	Sole	2025-02-04
2024-09-30	$134,992	2,860	+26.7%	Shares	Sole	2024-10-08
2024-06-30	$96,506	2,258	+10.8%	Shares	Sole	2024-07-10
2024-03-31	$87,450	2,038	-4.1%	Shares	Sole	2024-04-05
2023-12-31	$94,777	2,126	-7.3%	Shares	Sole	2024-02-01
2023-09-30	$93,205	2,294	-9.3%	Shares	Sole	2023-10-11
2023-06-30	$119,321	2,528	-26.8%	Shares	Sole	2023-08-03
2023-03-31	$183,806	3,455	+49.2%	Shares	Sole	2023-05-01
2022-12-31	$114,919	2,316	-21.7%	Shares	Sole	2023-02-01
2022-09-30	$114,513	2,959	-10.2%	Shares	Sole	2022-10-27
2022-06-30	$146,770	3,296	+18.2%	Shares	Sole	2022-07-28
2022-03-31	$127,857	2,788	-93.7%	Shares	Sole	2022-04-21
2021-12-31	$1,811,197	44,111	-6.5%	Shares	Sole	2022-01-31
2021-06-30	$1,867,664	47,199	0.0%	Shares	Sole	2021-09-15
2021-03-31	$1,881,824	47,199	0.0%	Shares	Sole	2021-09-15
2020-12-31	$1,677,924	47,199	0.0%	Shares	Sole	2021-09-15
2020-09-30	$1,275,316	47,199	0.0%	Shares	Sole	2021-09-15
2020-06-30	$1,541,047	47,199	0.0%	Shares	Sole	2021-09-15
2020-03-31	$1,603,350	47,199	—	Shares	Sole	2021-09-15
No filing history on record for this holder in this stock.