ICW Investment 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
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 Q3 2023
NameSharesValueWeighting ↓
Tortoise Index Solutions, LLC 203,366$6,908,0002.82%
Hartford Financial Management Inc. 76,500$2,599,0001.04%
Clear Harbor Asset Management, LLC 129,462$4,398,0001.02%
MATTERN CAPITAL MANAGEMENT, LLC 85,850$2,916,0000.99%
A. D. Beadell Investment Counsel, Inc. 26,975$916,0000.99%
Energy Income Partners, LLC 950,490$32,288,0000.95%
Legacy Advisors, LLC 25,196$864,0000.86%
Savior LLC 20,291$689,0000.81%
Mercer Capital Advisers, Inc. 29,582$1,005,0000.74%
ICW Investment Advisors LLC 22,709$771,0000.73%
View complete list of NEW JERSEY RES shareholders