WALLED LAKE PLANNING & WEALTH MANAGEMENT, 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
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC ownership history of NEW JERSEY RES
ValueSharesWeighting
Q3 2021$20,000
-13.0%
5700.0%0.01%
-20.0%
Q2 2021$23,0000.0%5700.0%0.02%
-6.2%
Q1 2021$23,000
+15.0%
5700.0%0.02%
+6.7%
Q4 2020$20,000
+33.3%
5700.0%0.02%
+25.0%
Q3 2020$15,000
-21.1%
5700.0%0.01%
-25.0%
Q2 2020$19,0000.0%5700.0%0.02%
-5.9%
Q1 2020$19,000
-24.0%
5700.0%0.02%
-5.6%
Q4 2019$25,0005700.02%
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