Private Wealth Asset Management, LLC
Position in NJR — New Jersey Resources Corp
CIK 1883006
OMAHA, NE
Position in NJR
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$24,657
+$493 QoQ
Shares Held
440
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#379
of 456 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NJR Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026Private Wealth Asset Management, LLC holds $199,557 across 5 Utilities - Regulated Gas names. NJR ranks #3 (12.4% of the industry book) .
All Filings in NJR
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $24,657 | 440 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $24,164 | 440 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $20,292 | 440 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $21,186 | 440 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $19,720 | 440 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $21,586 | 440 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||