Sovereign Financial Group, Inc. - 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
Sovereign Financial Group, Inc. ownership history of NEW JERSEY RES
ValueSharesWeighting
Q3 2023$239,717
-13.9%
5,9000.0%0.08%
-6.6%
Q2 2023$278,480
-11.3%
5,9000.0%0.09%
-22.2%
Q1 2023$313,880
+7.2%
5,9000.0%0.12%
+1.7%
Q4 2022$292,758
+28.4%
5,9000.0%0.12%
+25.0%
Q3 2022$228,000
-13.3%
5,9000.0%0.09%
-11.5%
Q2 2022$263,000
-3.0%
5,9000.0%0.10%
+4.0%
Q1 2022$271,000
+9.3%
5,900
-2.5%
0.10%0.0%
Q4 2021$248,000
+17.0%
6,050
-0.8%
0.10%
-18.0%
Q3 2021$212,000
-12.8%
6,1000.0%0.12%
-17.0%
Q2 2021$243,0000.0%6,1000.0%0.15%
-3.3%
Q1 2021$243,000
+12.0%
6,1000.0%0.15%
-2.6%
Q4 2020$217,0006,1000.16%
Other shareholders
NEW JERSEY RES shareholders Q4 2021
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