SEC 13F Intelligence

Nicholson Wealth Management Group, LLC / NJR

Nicholson Wealth Management Group, LLC’s New Jersey Res Corp Position

Does Nicholson Wealth Management Group, LLC own New Jersey Res Corp (NJR)? Yes — 38.4K shares worth $2M (+1.23% of its 13F portfolio) as of Q1 2026, up from 37.2K shares the prior filed quarter.

Position Value
$2M
Q1 2026
Shares
38.4K
% of Portfolio
+1.23%
Quarters Held
7
currently held

Position History NJR

Reported value by quarter
Q3 ’24: $945,841Q3 ’24Q4 ’24: $1MQ4 ’24Q1 ’25: $2MQ1 ’25Q2 ’25: $1MQ2 ’25Q3 ’25: $2MQ3 ’25Q4 ’25: $2MQ4 ’25Q1 ’26: $2MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202638.4K$2M+1.23%
Q4 202537.2K$2M+1.01%
Q3 202535.2K$2M+0.99%
Q2 202532.2K$1M+0.89%
Q1 202531.7K$2M+1.02%
Q4 202431.5K$1M+0.98%
Q3 202420.0K$945,841+0.78%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Nicholson Wealth Management Group, LLC’s full portfolio or all institutional holders of NJR.