Laidlaw Wealth Management LLC - 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
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 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