SOA Wealth Advisors, LLC. - NEW JERSEY RES ownership

NEW JERSEY RES's ticker is NJR and the CUSIP is 646025106. A total of 256 filers reported holding NEW JERSEY RES in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
SOA Wealth Advisors, LLC. ownership history of NEW JERSEY RES
ValueSharesWeighting
Q3 2023$44,693
-13.9%
1,1000.0%0.01%
-8.3%
Q2 2023$51,920
-11.3%
1,1000.0%0.01%
-14.3%
Q1 2023$58,520
+7.2%
1,1000.0%0.01%
-6.7%
Q4 2022$54,582
+30.0%
1,1000.0%0.02%
+15.4%
Q3 2022$42,000
-12.5%
1,1000.0%0.01%
-7.1%
Q2 2022$48,000
-4.0%
1,1000.0%0.01%
+16.7%
Q1 2022$50,000
+11.1%
1,1000.0%0.01%
+9.1%
Q4 2021$45,000
+18.4%
1,1000.0%0.01%
+10.0%
Q3 2021$38,000
-11.6%
1,1000.0%0.01%
-9.1%
Q2 2021$43,0000.0%1,1000.0%0.01%
-8.3%
Q1 2021$43,000
+4.9%
1,1000.0%0.01%
+9.1%
Q4 2020$41,0001,1000.01%
Other shareholders
NEW JERSEY RES shareholders Q3 2021
NameSharesValueWeighting ↓
Tortoise Index Solutions, LLC 49,363$2,276,0001.49%
Clear Harbor Asset Management, LLC 139,354$6,410,0001.29%
Hartford Financial Management Inc. 76,500$3,527,0001.19%
Mercer Capital Advisers, Inc. 30,203$1,392,0000.93%
GRIFFIN ASSET MANAGEMENT, INC. 112,500$5,186,0000.76%
Sapphire Star Partners LP 16,513$761,0000.76%
Energy Income Partners, LLC 663,629$30,594,0000.56%
HENNESSY ADVISORS INC 306,634$14,136,0000.52%
Phocas Financial Corp. 127,297$5,868,0000.51%
Bragg Financial Advisors, Inc 77,205$3,559,0000.48%
View complete list of NEW JERSEY RES shareholders