New Jersey Resources Corporation
US ˙ NYSE ˙ US6460251068

SecurityNJR / New Jersey Resources Corporation
InstitutionCwm, Llc
Latest Disclosed Ownership19,636 shares
Latest Disclosed Value $ 1,078,404
Cwm, Llc reports 102.25% increase in ownership of NJR / New Jersey Resources Corporation

On May 14, 2026 - Cwm, Llc filed a 13F-HR form disclosing ownership of 19,636 shares of New Jersey Resources Corporation (US:NJR) valued at $1,078,409 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 9,709 shares of New Jersey Resources Corporation. The current value of the position is $1,088,031 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-14 2026-03-31 13F NEW JERSEY RES COM 646025106 19,636 9,927 102.25 1,078 0.0028
2026-01-26 2025-12-31 13F NEW JERSEY RES COM 646025106 9,709 -5,121 -34.53 0 0.0012
2025-10-15 2025-09-30 13F NEW JERSEY RES COM 646025106 14,830 9,820 196.01 1 0.0021
2025-07-25 2025-06-30 13F NEW JERSEY RES COM 646025106 5,010 1,038 26.13 0 0.0008
2025-05-01 2025-03-31 13F NEW JERSEY RES COM 646025106 3,972 390 10.89 0 0.0008
2025-02-04 2024-12-31 13F NEW JERSEY RES COM 646025106 3,582 722 25.24 0 0.0007
2024-10-08 2024-09-30 13F NEW JERSEY RES COM 646025106 2,860 602 26.66 0 0.0006
2024-07-10 2024-06-30 13F NEW JERSEY RES COM 646025106 2,258 220 10.79 0 0.0005
2024-04-05 2024-03-31 13F NEW JERSEY RES COM 646025106 2,038 -88 -4.14 0 0.0004
2024-02-01 2023-12-31 13F NEW JERSEY RES COM 646025106 2,126 -168 -7.32 0 0.0005
2023-10-11 2023-09-30 13F NEW JERSEY RES COM 646025106 2,294 -234 -9.26 0 0.0006
2023-08-03 2023-06-30 13F NEW JERSEY RES COM 646025106 2,528 -927 -26.83 0 0.0007
2023-05-01 2023-03-31 13F NEW JERSEY RES COM 646025106 3,455 1,139 49.18 0 0.0012
2023-02-01 2022-12-31 13F NEW JERSEY RES COM 646025106 2,316 -643 -21.73 0 -100.00 0.0008
2022-10-27 2022-09-30 13F NEW JERSEY RES COM 646025106 2,959 -337 -10.22 115 -21.77 0.0009
2022-07-28 2022-06-30 13F NEW JERSEY RES COM 646025106 3,296 508 18.22 147 14.84 0.0011
2022-04-21 2022-03-31 13F NEW JERSEY RES COM 646025106 2,788 -41,323 -93.68 128 -92.93 0.0009
2022-01-31 2021-12-31 13F NEW JERSEY RES COM 646025106 44,111 -3,088 -6.54 1,811 -3.05 0.0127
2021-09-15 2021-06-30 13F/A-1 NEW JERSEY RES COM 646025106 47,199 0 0.00 1,868 0.00 0.0149
2021-07-29 2021-06-30 13F NEW JERSEY RES COM 646025106 47,199 0 1,868 0.0149
2021-09-15 2021-03-31 13F/A-1 NEW JERSEY RES COM 646025106 47,199 0 0.00 1,868 0.00 0.0149
2021-04-27 2021-03-31 13F NEW JERSEY RES COM 646025106 43,339 -3,860 1,728 0.0152
2021-09-15 2020-12-31 13F/A-1 NEW JERSEY RES COM 646025106 47,199 0 0.00 1,868 0.00 0.0149
2021-01-27 2020-12-31 13F NEW JERSEY RES COM 646025106 36,725 -10,474 1,306 0.0122
2021-09-15 2020-09-30 13F/A-1 NEW JERSEY RES COM 646025106 47,199 0 0.00 1,868 0.00 0.0149
2020-10-19 2020-09-30 13F NEW JERSEY RES COM 646025106 28,414 -18,785 768 0.0085
2021-09-15 2020-06-30 13F/A-1 NEW JERSEY RES COM 646025106 47,199 0 0.00 1,868 0.00 0.0149
2020-07-22 2020-06-30 13F NEW JERSEY RES COM 646025106 28,314 -18,885 924 0.0110
2021-09-15 2020-03-31 13F/A-1 NEW JERSEY RES COM 646025106 47,199 0 0.00 1,868 0.00 0.0149
2020-04-28 2020-03-31 13F NEW JERSEY RES COM 646025106 23,185 -24,014 788 0.0117
2021-09-14 2019-12-31 13F/A-1 NEW JERSEY RES COM 646025106 47,199 0 0.00 1,868 0.00 0.0149
2020-01-27 2019-12-31 13F NEW JERSEY RES COM 646025106 17,891 -29,308 797 0.0102
2021-09-14 2019-09-30 13F/A-1 NEW JERSEY RES COM 646025106 47,199 0 0.00 1,868 0.00 0.0149
2019-10-22 2019-09-30 13F NEW JERSEY RES COM 646025106 556 -46,643 25 0.0004
2021-09-14 2019-06-30 13F/A-1 NEW JERSEY RES COM 646025106 47,199 0 0.00 1,868 0.00 0.0149
2019-07-31 2019-06-30 13F NEW JERSEY RES COM 646025106 23 -47,176 1 0.0000
2021-09-02 2019-03-31 13F/A-1 NEW JERSEY RES COM 646025106 47,199 47,005 24,229.38 1,868 20,655.56 0.0149
2019-04-22 2019-03-31 13F NEW JERSEY RES COM 646025106 23 -171 1 0.0000
2019-01-25 2018-12-31 13F NEW JERSEY RES COM 646025106 194 -93 -32.40 9 -30.77 0.0002
2018-10-29 2018-09-30 13F NEW JERSEY RES COM 646025106 287 -124 -30.17 13 -27.78 0.0003
2018-07-31 2018-06-30 13F NEW JERSEY RES COM 646025106 411 -48 -10.46 18 0.00 0.0006
2018-04-26 2018-03-31 13F NEW JERSEY RES COM 646025106 459 -229 -33.28 18 -35.71 0.0007
2018-01-16 2017-12-31 13F NEW JERSEY RES COM 646025106 688 -105 -13.24 28 -15.15 0.0012
2017-10-16 2017-09-30 13F NEW JERSEY RES COM 646025106 793 -90 -10.19 33 -5.71 0.0016
2017-07-17 2017-06-30 13F NEW JERSEY RES COM 646025106 883 -113 -11.35 35 -10.26 0.0018
2017-04-17 2017-03-31 13F NEW JERSEY RES COM 646025106 996 0 0.00 39 11.43 0.0022
2017-01-19 2016-12-31 13F NEW JERSEY RES COM 646025106 996 0 0.00 35 6.06 0.0021
2016-10-17 2016-09-30 13F NEW JERSEY RES COM 646025106 996 0 0.00 33 -13.16 0.0023
2016-07-21 2016-06-30 13F NEW JERSEY RES COM 646025106 996 0 0.00 38 5.56 0.0028
2016-04-18 2016-03-31 13F NEW JERSEY RES COM 646025106 996 0 0.00 36 9.09 0.0032
2016-02-01 2015-12-31 13F NEW JERSEY RES COM 646025106 996 0 0.00 33 10.00 0.0032
2015-10-30 2015-09-30 13F NEW JERSEY RES COM 646025106 996 996 30 0.0030
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.