Back to NJR
ICW Investment Advisors LLC → NJR
ICW Investment Advisors LLC NJR Position History
New Jersey Resources Corporation • Utilities
Quarters held
5
Latest value
$940K
Q3 2026
Peak value
$1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $923K |
| Q4 2025 | $867K |
| Q1 2026 | $1M |
| Q2 2026 | $1M |
| Q3 2026 | $940K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $940K | 18.6K | — | — |
| Q2 2026 | $1M | 18.7K | — | — |
| Q1 2026 | $1M | 18.8K | — | — |
| Q4 2025 | $867K | 18.8K | — | — |
| Q3 2025 | $923K | 19.2K | — | — |
Other funds holding NJR
$534.1M
$494.6M
$488M
$471.1M
$467.6M
$435.5M
$434.3M
$306.1M