Private Wealth Management Group, LLC

Position in NJR — New Jersey Resources Corp

CIK 2011342 PRINCETON, NJ

Position in NJR

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$8,854

+$177 QoQ

Shares Held

158

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#401

of 456 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Private Wealth Management Group, LLC holds $68,715 across 12 Utilities - Regulated Gas names. NJR ranks #4 (12.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UGI	Ugi Corp /Pa/	367	$12,676
2	ATO	Atmos Energy Corp	62	$10,680
3	SR	Spire Inc	128	$9,995
4	NJR	New Jersey Resources Corp This page	158	$8,854
5	BKH	Black Hills Corp /Sd/	97	$7,216
6	NWN	Northwest Natural Holding Co	138	$6,770
7	OGS	ONE Gas, Inc.	56	$4,315
8	SWX	Southwest Gas Holdings, Inc.	29	$2,571

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,854	158	0.0%	Shares	Sole	2026-07-27
2026-03-31	$8,677	158	0.0%	Shares	Sole	2026-04-23
2025-12-31	$7,286	158	0.0%	Shares	Sole	2026-01-23
2025-09-30	$7,607	158	0.0%	Shares	Sole	2025-10-17
2025-06-30	$7,081	158	0.0%	Shares	Sole	2025-07-29
2025-03-31	$7,751	158	0.0%	Shares	Sole	2025-05-02
2024-12-31	$7,370	158	0.0%	Shares	Sole	2025-01-27
2024-09-30	$7,457	158	0.0%	Shares	Sole	2024-10-29
2024-06-30	$6,752	158	+119.4%	Shares	Sole	2024-08-13
2024-03-31	$3,089	72	0.0%	Shares	Sole	2024-04-30
2023-12-31	$3,209	72	—	Shares	Sole	2024-02-08
No filing history on record for this holder in this stock.