Smallwood Wealth Investment Management, LLC - NEW JERSEY RES ownership

NEW JERSEY RES's ticker is NJR and the CUSIP is 646025106. A total of 4 filers reported holding NEW JERSEY RES in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Smallwood Wealth Investment Management, LLC ownership history of NEW JERSEY RES
ValueSharesWeighting
Q3 2023$501,525
-15.1%
12,344
-1.3%
0.46%
-13.3%
Q2 2023$590,531
-12.5%
12,511
-1.3%
0.53%
-17.7%
Q1 2023$674,560
+7.3%
12,680
+0.1%
0.64%
+20.1%
Q4 2022$628,768
+28.3%
12,672
+0.1%
0.53%
+20.9%
Q3 2022$490,000
+4.7%
12,662
+20.4%
0.44%
-7.2%
Q2 2022$468,000
-2.9%
10,5180.0%0.47%
+3.9%
Q1 2022$482,000
-27.5%
10,518
-35.0%
0.46%
-26.3%
Q4 2021$665,00016,1860.62%
Other shareholders
NEW JERSEY RES shareholders Q4 2023
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