Laidlaw Wealth Management 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
Laidlaw Wealth Management LLC ownership history of NEW JERSEY RES
ValueSharesWeighting
Q3 2023$283,888
-14.5%
6,987
-0.7%
0.09%
+44.6%
Q2 2023$332,127
-11.1%
7,037
+0.2%
0.06%
-14.5%
Q1 2023$373,704
+7.4%
7,025
+0.2%
0.08%
+1.3%
Q4 2022$347,921
+23.4%
7,012
-3.8%
0.08%
+13.6%
Q3 2022$282,000
-13.0%
7,286
+0.2%
0.07%0.0%
Q2 2022$324,000
-2.7%
7,273
+0.2%
0.07%
+17.9%
Q1 2022$333,000
+11.7%
7,261
+0.2%
0.06%
+16.7%
Q4 2021$298,000
-13.4%
7,247
-25.2%
0.05%
-33.3%
Q4 2020$344,000
+32.3%
9,685
+0.7%
0.07%
-37.4%
Q3 2020$260,000
+4.8%
9,613
+26.5%
0.12%
-10.9%
Q2 2020$248,000
-3.9%
7,599
+0.2%
0.13%
-23.7%
Q1 2020$258,000
-23.7%
7,583
+0.1%
0.17%
-21.0%
Q4 2019$338,0007,5730.21%
Other shareholders
NEW JERSEY RES shareholders Q3 2023
NameSharesValueWeighting ↓
Keystone Financial Planning, Inc. 184,407$8,457,0002.83%
Coann Capital LLC 87,781$4,026,0002.81%
Tortoise Index Solutions, LLC 213,481$9,790,0001.77%
Cox Capital Mgt LLC 57,486$2,636,0001.66%
JOHN G ULLMAN & ASSOCIATES INC 203,490$9,332,0001.29%
MATTERN CAPITAL MANAGEMENT, LLC 144,919$6,646,0001.19%
Energy Income Partners, LLC 914,472$41,938,0000.90%
Hartford Financial Management Inc. 76,500$3,508,0000.85%
Empirical Asset Management, LLC 18,132$832,0000.79%
Bragg Financial Advisors, Inc 288,562$13,233,0000.77%
View complete list of NEW JERSEY RES shareholders