TCI Wealth Advisors, Inc. - NEW JERSEY RES ownership

NEW JERSEY RES's ticker is NJR and the CUSIP is 646025106. A total of 316 filers reported holding NEW JERSEY RES in Q1 2023. The put-call ratio across all filers is 0.04 and the average weighting 0.1%.

Quarter-by-quarter ownership
TCI Wealth Advisors, Inc. ownership history of NEW JERSEY RES
ValueSharesWeighting
Q1 2023$78,683
+7.2%
1,4790.0%0.01%0.0%
Q4 2022$73,388
+41.1%
1,479
+10.5%
0.01%
+25.0%
Q3 2022$52,000
-11.9%
1,339
+0.5%
0.01%
-11.1%
Q2 2022$59,000
-4.8%
1,3320.0%0.01%0.0%
Q1 2022$62,000
+12.7%
1,3320.0%0.01%
+12.5%
Q4 2021$55,000
+27.9%
1,332
+7.2%
0.01%
+14.3%
Q3 2021$43,000
-15.7%
1,242
-2.8%
0.01%
-22.2%
Q2 2021$51,000
+10.9%
1,278
+10.2%
0.01%
-55.0%
Q1 2021$46,000
+21.1%
1,160
+7.4%
0.02%
+17.6%
Q4 2020$38,000
+31.0%
1,0800.0%0.02%
+54.5%
Q3 2020$29,000
-17.1%
1,0800.0%0.01%
-26.7%
Q2 2020$35,000
-5.4%
1,0800.0%0.02%
-16.7%
Q1 2020$37,000
-22.9%
1,0800.0%0.02%
-5.3%
Q4 2019$48,000
-2.0%
1,0800.0%0.02%
-13.6%
Q3 2019$49,000
-9.3%
1,0800.0%0.02%
-8.3%
Q2 2019$54,0000.0%1,0800.0%0.02%0.0%
Q1 2019$54,000
+10.2%
1,0800.0%0.02%0.0%
Q4 2018$49,000
-2.0%
1,0800.0%0.02%
+14.3%
Q3 2018$50,000
+4.2%
1,0800.0%0.02%0.0%
Q2 2018$48,000
+65.5%
1,080
+50.0%
0.02%
+61.5%
Q1 2018$29,0000.0%7200.0%0.01%0.0%
Q4 2017$29,000
-3.3%
7200.0%0.01%
-13.3%
Q3 2017$30,000
+3.4%
7200.0%0.02%0.0%
Q2 2017$29,0000.0%7200.0%0.02%0.0%
Q1 2017$29,000
+11.5%
7200.0%0.02%
+7.1%
Q4 2016$26,000
+8.3%
7200.0%0.01%
+7.7%
Q3 2016$24,000
-14.3%
7200.0%0.01%
-18.8%
Q2 2016$28,000
+7.7%
7200.0%0.02%
+14.3%
Q1 2016$26,000
+8.3%
7200.0%0.01%
+7.7%
Q4 2015$24,000
+9.1%
7200.0%0.01%0.0%
Q3 2015$22,000
+10.0%
7200.0%0.01%
+18.2%
Q2 2015$20,000
-9.1%
7200.0%0.01%
-21.4%
Q1 2015$22,0007200.01%
Other shareholders
NEW JERSEY RES shareholders Q1 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