Keystone Financial Planning, Inc. - NEW JERSEY RES ownership

NEW JERSEY RES's ticker is NJR and the CUSIP is 646025106. A total of 253 filers reported holding NEW JERSEY RES in Q3 2020. The put-call ratio across all filers is 0.36 and the average weighting 0.1%.

Quarter-by-quarter ownership
Keystone Financial Planning, Inc. ownership history of NEW JERSEY RES
ValueSharesWeighting
Q4 2022$7,619,846
+14.4%
153,564
-10.8%
2.57%
+0.3%
Q3 2022$6,662,000
-16.1%
172,138
-3.5%
2.56%
-8.2%
Q2 2022$7,940,000
-6.1%
178,314
-3.3%
2.79%
-1.4%
Q1 2022$8,457,000
+12.5%
184,407
+0.7%
2.83%
+10.5%
Q4 2021$7,517,000
+16.3%
183,084
-1.4%
2.56%
+8.9%
Q3 2021$6,465,000
-9.5%
185,712
+2.9%
2.35%
-9.1%
Q2 2021$7,140,000
-4.4%
180,439
-3.7%
2.59%
-7.1%
Q1 2021$7,468,000
+12.3%
187,311
+0.1%
2.78%
+0.9%
Q4 2020$6,651,000
+35.7%
187,097
+3.1%
2.76%
+16.5%
Q3 2020$4,902,000
+24.9%
181,436
+50.9%
2.37%
+22.3%
Q2 2020$3,926,000120,2561.94%
Other shareholders
NEW JERSEY RES shareholders Q3 2020
NameSharesValueWeighting ↓
Tortoise Index Solutions, LLC 206,505$10,986,0662.10%
FOREFRONT WEALTH MANAGEMENT INC. 17,918$953,2611.25%
MATTERN CAPITAL MANAGEMENT, LLC 130,426$6,938,6631.22%
JOHN G ULLMAN & ASSOCIATES INC 137,063$7,2921.13%
Hartford Financial Management Inc. 76,500$4,069,8001.05%
MOODY ALDRICH PARTNERS LLC 89,969$4,786,3510.97%
Bragg Financial Advisors, Inc 290,453$15,452,1000.91%
ICON ADVISERS INC/CO 56,300$2,995,1600.76%
Smallwood Wealth Investment Management, LLC 12,680$674,5600.64%
Clear Harbor Asset Management, LLC 106,933$5,688,8360.59%
View complete list of NEW JERSEY RES shareholders