Smallwood Wealth Investment Management, LLC

Position in NJR — New Jersey Resources Corp

CIK 1921304 RED BANK, NJ

Position in NJR

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$596,601

+$12,692 QoQ

Shares Held

10,646

+0.1% QoQ

Ownership

0.010%

of shares outstanding

% of Portfolio

0.97%

of 13F equity value

Holder Rank

#215

of 456 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Smallwood Wealth Investment Management, LLC holds $620,607 across 3 Utilities - Regulated Gas names. NJR ranks #1 (96.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NJR	New Jersey Resources Corp This page	10,646	$596,601
2	NI	Nisource Inc.	500	$23,775
3	BIPC	Brookfield Infrastructure Corp	6	$231

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$596,601	10,646	+0.1%	Shares	Sole	2026-07-23
2026-03-31	$583,909	10,632	+0.2%	Shares	Sole	2026-04-22
2025-12-31	$489,563	10,615	+0.2%	Shares	Sole	2026-01-23
2025-09-30	$510,341	10,599	+0.2%	Shares	Sole	2025-10-17
2025-06-30	$474,330	10,583	+0.1%	Shares	Sole	2025-10-03
2025-03-31	$518,466	10,568	+15.5%	Shares	Sole	2025-04-25
2024-12-31	$426,660	9,146	-1.9%	Shares	Sole	2025-01-17
2024-09-30	$439,998	9,322	-15.3%	Shares	Sole	2024-10-16
2024-06-30	$470,567	11,010	0.0%	Shares	Sole	2024-07-26
2024-03-31	$472,439	11,010	-1.6%	Shares	Sole	2024-04-25
2023-12-31	$498,671	11,186	-9.4%	Shares	Sole	2024-01-23
2023-09-30	$501,536	12,344	-1.3%	Shares	Sole	2023-10-31
2023-06-30	$590,519	12,511	-1.3%	Shares	Sole	2023-07-17
2023-03-31	$674,576	12,680	+0.1%	Shares	Sole	2023-04-25
2022-12-31	$628,784	12,672	+0.1%	Shares	Sole	2023-02-14
2022-09-30	$490,019	12,662	+20.4%	Shares	Sole	2022-11-14
2022-06-30	$468,366	10,518	0.0%	Shares	Sole	2022-08-08
2022-03-31	$482,355	10,518	-35.0%	Shares	Sole	2022-04-21
2021-12-31	$664,597	16,186	—	Shares	Sole	2022-04-05
No filing history on record for this holder in this stock.