Back to NJR
Smallwood Wealth Investment Management, LLC → NJR
Smallwood Wealth Investment Management, LLC NJR Position History
New Jersey Resources Corporation • Utilities
Quarters held
4
Latest value
$539K
Q3 2026
Peak value
$597K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $490K |
| Q1 2026 | $584K |
| Q2 2026 | $597K |
| Q3 2026 | $539K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $539K | 10.7K | — | — |
| Q2 2026 | $597K | 10.6K | — | — |
| Q1 2026 | $584K | 10.6K | — | — |
| Q4 2025 | $490K | 10.6K | — | — |
Other funds holding NJR
$534.1M
$494.6M
$488M
$471.1M
$467.6M
$435.5M
$434.3M
$306.1M