JFS WEALTH ADVISORS, LLC - NEW JERSEY RES ownership

NEW JERSEY RES's ticker is NJR and the CUSIP is 646025106. A total of 320 filers reported holding NEW JERSEY RES in Q3 2023. The put-call ratio across all filers is 0.05 and the average weighting 0.1%.

Quarter-by-quarter ownership
JFS WEALTH ADVISORS, LLC ownership history of NEW JERSEY RES
ValueSharesWeighting
Q3 2023$3,170
-10.5%
78
+4.0%
0.00%
Q2 2023$3,540
-22.6%
75
-12.8%
0.00%
Q1 2023$4,576
+16.7%
86
+8.9%
0.00%
Q4 2022$3,920
+30.7%
79
-12.2%
0.00%
Q3 2022$3,000
-25.0%
90
+2.3%
0.00%
Q2 2022$4,000
+33.3%
88
+31.3%
0.00%
Q1 2022$3,000
+200.0%
67
+168.0%
0.00%
Q4 2021$1,000
-83.3%
25
-80.8%
0.00%
-100.0%
Q2 2018$6,000
+20.0%
1300.0%0.00%
+100.0%
Q1 2018$5,0000.0%1300.0%0.00%0.0%
Q4 2017$5,000
-50.0%
130
-43.5%
0.00%
-66.7%
Q3 2017$10,000
+11.1%
2300.0%0.00%
+50.0%
Q2 2017$9,000
+12.5%
2300.0%0.00%0.0%
Q1 2017$8,0000.0%2300.0%0.00%0.0%
Q4 2016$8,000
-50.0%
230
-52.1%
0.00%
-60.0%
Q3 2016$16,000
-15.8%
4800.0%0.01%0.0%
Q2 2016$19,000
+11.8%
4800.0%0.01%0.0%
Q1 2016$17,000
+6.2%
4800.0%0.01%0.0%
Q4 2015$16,000
+14.3%
4800.0%0.01%
-16.7%
Q3 2015$14,000
+7.7%
4800.0%0.01%
-14.3%
Q2 2015$13,000
-13.3%
4800.0%0.01%0.0%
Q1 2015$15,0000.0%480
+100.0%
0.01%
+250.0%
Q4 2014$15,000
+25.0%
2400.0%0.00%0.0%
Q3 2014$12,000
-53.8%
240
-46.7%
0.00%
-60.0%
Q2 2014$26,0004500.01%
Other shareholders
NEW JERSEY RES shareholders Q3 2023
NameSharesValueWeighting ↓
Keystone Financial Planning, Inc. 187,097$6,651,0002.76%
Tortoise Index Solutions, LLC 200,500$7,128,0002.01%
Energy Income Partners, LLC 1,608,896$57,196,0001.63%
JOHN G ULLMAN & ASSOCIATES INC 257,165$9,142,0001.42%
Cox Capital Mgt LLC 50,910$1,810,0001.38%
Newport Capital Group, LLC 39,563$1,406,0001.21%
A. D. Beadell Investment Counsel, Inc. 43,900$1,560,0001.10%
MATTERN CAPITAL MANAGEMENT, LLC 130,464$4,638,0001.10%
Hartford Financial Management Inc. 76,500$2,720,0000.72%
DUFF & PHELPS INVESTMENT MANAGEMENT CO 1,311,600$46,627,0000.68%
View complete list of NEW JERSEY RES shareholders