SOA Wealth Advisors, 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
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 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