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 279 filers reported holding NEW JERSEY RES in Q4 2021. The put-call ratio across all filers is 0.07 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 2021
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