Carson Wealth (CWM LLC)’s New Jersey Resources NJR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.08M | Buy |
19,636
+9,927
| +102% | +$513K | ﹤0.01% | 1495 |
|
|
2025
Q4 | $448K | Sell |
9,709
-5,121
| -35% | -$237K | ﹤0.01% | 1991 |
|
|
2025
Q3 | $714K | Buy |
14,830
+9,820
| +196% | +$458K | ﹤0.01% | 1594 |
|
|
2025
Q2 | $225K | Buy |
5,010
+1,038
| +26% | +$48.7K | ﹤0.01% | 2069 |
|
|
2025
Q1 | $195K | Buy |
3,972
+390
| +11% | +$18.5K | ﹤0.01% | 1935 |
|
|
2024
Q4 | $167K | Buy |
3,582
+722
| +25% | +$34.2K | ﹤0.01% | 1951 |
|
|
2024
Q3 | $135K | Buy |
2,860
+602
| +27% | +$27.5K | ﹤0.01% | 2001 |
|
|
2024
Q2 | $97K | Buy |
2,258
+220
| +11% | +$9.49K | ﹤0.01% | 1994 |
|
|
2024
Q1 | $87K | Sell |
2,038
-88
| -4% | -$3.71K | ﹤0.01% | 1957 |
|
|
2023
Q4 | $95K | Sell |
2,126
-168
| -7% | -$7.16K | ﹤0.01% | 1803 |
|
|
2023
Q3 | $93K | Sell |
2,294
-234
| -9% | -$10.2K | ﹤0.01% | 1673 |
|
|
2023
Q2 | $119K | Sell |
2,528
-927
| -27% | -$46.7K | ﹤0.01% | 1481 |
|
|
2023
Q1 | $184K | Buy |
3,455
+1,139
| +49% | +$58K | ﹤0.01% | 1228 |
|
|
2022
Q4 | $115K | Sell |
2,316
-643
| -22% | -$29.4K | ﹤0.01% | 1320 |
|
|
2022
Q3 | $115K | Sell |
2,959
-337
| -10% | -$15K | ﹤0.01% | 1284 |
|
|
2022
Q2 | $147K | Buy |
3,296
+508
| +18% | +$22.8K | ﹤0.01% | 1167 |
|
|
2022
Q1 | $128K | Sell |
2,788
-41,323
| -94% | -$1.72M | ﹤0.01% | 1234 |
|
|
2021
Q4 | $1.81M | Buy |
+44,111
| New | +$1.71M | 0.01% | 449 |
|
|
2021
Q2 | $1.87M | Hold |
47,199
| – | – | 0.01% | 445 |
|
|
2021
Q1 | $1.87M | Hold |
47,199
| – | – | 0.01% | 445 |
|
|
2020
Q4 | $1.87M | Hold |
47,199
| – | – | 0.01% | 445 |
|
|
2020
Q3 | $1.87M | Hold |
47,199
| – | – | 0.01% | 445 |
|
|
2020
Q2 | $1.87M | Hold |
47,199
| – | – | 0.01% | 445 |
|
|
2020
Q1 | $1.87M | Hold |
47,199
| – | – | 0.01% | 445 |
|
|
2019
Q4 | $1.87M | Hold |
47,199
| – | – | 0.01% | 445 |
|
|
2019
Q3 | $1.87M | Hold |
47,199
| – | – | 0.01% | 445 |
|
|
2019
Q2 | $1.87M | Hold |
47,199
| – | – | 0.01% | 445 |
|
|
2019
Q1 | $1.87M | Buy |
47,199
+47,005
| +24,229% | +$2.24M | 0.01% | 445 |
|
|
2018
Q4 | $9K | Sell |
194
-93
| -32% | -$4.39K | ﹤0.01% | 1373 |
|
|
2018
Q3 | $13K | Sell |
287
-124
| -30% | -$5.71K | ﹤0.01% | 1088 |
|
|
2018
Q2 | $18K | Sell |
411
-48
| -10% | -$2.03K | ﹤0.01% | 860 |
|
|
2018
Q1 | $18K | Sell |
459
-229
| -33% | -$8.92K | ﹤0.01% | 730 |
|
|
2017
Q4 | $28K | Sell |
688
-105
| -13% | -$4.51K | ﹤0.01% | 640 |
|
|
2017
Q3 | $33K | Sell |
793
-90
| -10% | -$3.81K | ﹤0.01% | 605 |
|
|
2017
Q2 | $35K | Sell |
883
-113
| -11% | -$4.63K | ﹤0.01% | 537 |
|
|
2017
Q1 | $39K | Hold |
996
| – | – | ﹤0.01% | 502 |
|
|
2016
Q4 | $35K | Hold |
996
| – | – | ﹤0.01% | 494 |
|
|
2016
Q3 | $33K | Hold |
996
| – | – | ﹤0.01% | 484 |
|
|
2016
Q2 | $38K | Hold |
996
| – | – | ﹤0.01% | 401 |
|
|
2016
Q1 | $36K | Hold |
996
| – | – | ﹤0.01% | 375 |
|
|
2015
Q4 | $33K | Hold |
996
| – | – | ﹤0.01% | 355 |
|
|
2015
Q3 | $30K | Buy |
+996
| New | +$28.3K | ﹤0.01% | 329 |
|
Other funds holding NJR
EIP
Carson Wealth (CWM LLC)'s NJR Position: Q1 2026 in Review
Carson Wealth (CWM LLC) increased its New Jersey Resources (NJR) stake by 102% in Q1 2026, buying an estimated $513K and bringing the position to 19,636 shares worth $1.08M. The position accounts for ﹤0.01% of the portfolio, ranked #1495.
Carson Wealth (CWM LLC) first reported a position in NJR in Q3 2015 and has held it in 42 quarters since. The position peaked at $1.87M in Q2 2021. 438 funds tracked by Wall St. Rank hold NJR as of Q1 2026.
- Carson Wealth (CWM LLC) held 19,636 shares of New Jersey Resources worth $1.08M as of Q1 2026.
- Carson Wealth (CWM LLC) bought 9,927 New Jersey Resources shares in Q1 2026, an estimated $513K.
- New Jersey Resources made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1495 holding.
- Carson Wealth (CWM LLC) first reported a position in New Jersey Resources in Q3 2015 and has held it in 42 quarters since.
- Carson Wealth (CWM LLC)'s New Jersey Resources position peaked at $1.87M in Q2 2021.
- 438 funds tracked by Wall St. Rank held New Jersey Resources as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.