ICW Investment Advisors LLC - NEW JERSEY RES ownership

NEW JERSEY RES's ticker is NJR and the CUSIP is 646025106. A total of 267 filers reported holding NEW JERSEY RES in Q4 2020. The put-call ratio across all filers is 0.52 and the average weighting 0.1%.

Quarter-by-quarter ownership
ICW Investment Advisors LLC ownership history of NEW JERSEY RES
ValueSharesWeighting
Q3 2023$672,224
-8.6%
16,545
+6.2%
0.36%
-8.6%
Q2 2023$735,256
-8.2%
15,577
+3.4%
0.40%
-13.2%
Q1 2023$801,101
+10.9%
15,058
+3.4%
0.46%
+4.8%
Q4 2022$722,620
+29.3%
14,563
+0.8%
0.43%
+15.7%
Q3 2022$559,000
-12.4%
14,443
+0.8%
0.38%
-7.6%
Q2 2022$638,000
-2.1%
14,328
+0.7%
0.41%
+8.3%
Q1 2022$652,000
+6.5%
14,223
-4.6%
0.38%
+9.6%
Q4 2021$612,000
+11.5%
14,903
-5.5%
0.34%
-3.4%
Q3 2021$549,000
-26.7%
15,771
-16.7%
0.35%
-27.6%
Q2 2021$749,000
-7.6%
18,934
-6.9%
0.49%
-12.2%
Q1 2021$811,000
+2.1%
20,333
-10.6%
0.56%
-1.9%
Q4 2020$794,000
+23.1%
22,747
-4.8%
0.57%
+17.6%
Q3 2020$645,000
-16.7%
23,882
+0.7%
0.48%
-23.2%
Q2 2020$774,000
+0.4%
23,719
+4.4%
0.63%
-14.1%
Q1 2020$771,000
-8.4%
22,709
+20.2%
0.73%
+7.2%
Q4 2019$842,00018,8980.68%
Other shareholders
NEW JERSEY RES shareholders Q4 2020
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