CHARLES SCHWAB INVESTMENT MANAGEMENT INC - NEW JERSEY RES ownership

NEW JERSEY RES's ticker is NJR and the CUSIP is 646025106. A total of 296 filers reported holding NEW JERSEY RES in Q1 2022. The put-call ratio across all filers is 0.04 and the average weighting 0.1%.

Quarter-by-quarter ownership
CHARLES SCHWAB INVESTMENT MANAGEMENT INC ownership history of NEW JERSEY RES
ValueSharesWeighting
Q3 2023$43,750,750
-13.8%
1,076,809
+0.2%
0.01%
-7.1%
Q2 2023$50,728,530
-10.2%
1,074,757
+1.2%
0.01%
-17.6%
Q1 2023$56,521,755
+6.7%
1,062,439
-0.5%
0.02%0.0%
Q4 2022$52,994,359
+27.1%
1,068,004
-0.9%
0.02%
+13.3%
Q3 2022$41,707,000
-9.5%
1,077,676
+4.1%
0.02%
-6.2%
Q2 2022$46,090,000
-1.3%
1,035,018
+1.6%
0.02%
+14.3%
Q1 2022$46,700,000
+15.5%
1,018,305
+3.4%
0.01%
+16.7%
Q4 2021$40,446,000
+22.5%
985,032
+3.8%
0.01%
+9.1%
Q3 2021$33,028,000
-8.7%
948,785
+3.8%
0.01%
-8.3%
Q2 2021$36,181,000
+3.7%
914,341
+4.5%
0.01%
-7.7%
Q1 2021$34,882,000
+11.5%
874,872
-0.6%
0.01%
+8.3%
Q4 2020$31,279,000
+33.8%
879,842
+1.7%
0.01%
+9.1%
Q3 2020$23,376,000
-17.8%
865,114
-0.6%
0.01%
-21.4%
Q2 2020$28,428,000
-4.4%
870,685
-0.6%
0.01%
-17.6%
Q1 2020$29,751,000
-18.8%
875,799
+6.6%
0.02%
-15.0%
Q4 2019$36,623,000
+5.1%
821,678
+6.6%
0.02%
-4.8%
Q3 2019$34,859,000
-6.1%
770,855
+3.3%
0.02%
-8.7%
Q2 2019$37,123,000
+0.6%
745,885
+0.6%
0.02%
-4.2%
Q1 2019$36,907,000
+18.6%
741,247
+8.8%
0.02%0.0%
Q4 2018$31,118,000
-3.2%
681,353
-2.3%
0.02%
+14.3%
Q3 2018$32,139,000
+8.7%
697,141
+5.5%
0.02%
-4.5%
Q2 2018$29,569,000
+19.4%
660,745
+7.0%
0.02%
+15.8%
Q1 2018$24,771,000
+6.4%
617,712
+6.6%
0.02%
+5.6%
Q4 2017$23,291,000
-0.5%
579,358
+4.3%
0.02%
-10.0%
Q3 2017$23,407,000
+11.5%
555,323
+5.1%
0.02%0.0%
Q2 2017$20,984,000
+5.3%
528,543
+5.0%
0.02%0.0%
Q1 2017$19,927,000
+18.7%
503,185
+6.4%
0.02%
+11.1%
Q4 2016$16,784,000
+9.3%
472,764
+1.2%
0.02%0.0%
Q3 2016$15,355,000
-8.4%
467,258
+7.5%
0.02%
-14.3%
Q2 2016$16,763,000
+7.4%
434,814
+1.5%
0.02%
+5.0%
Q1 2016$15,608,000
+20.7%
428,432
+9.2%
0.02%
+17.6%
Q4 2015$12,930,000
+15.5%
392,274
+5.2%
0.02%
+6.2%
Q3 2015$11,195,000
+12.8%
372,763
+3.5%
0.02%
+14.3%
Q2 2015$9,926,000
-3.7%
360,286
+8.6%
0.01%0.0%
Q1 2015$10,307,000
+8.9%
331,836
+114.5%
0.01%0.0%
Q4 2014$9,467,000
+20.6%
154,681
-0.4%
0.01%
+7.7%
Q3 2014$7,848,000
-31.0%
155,364
-21.9%
0.01%
-31.6%
Q2 2014$11,376,000
+52.2%
199,014
+32.6%
0.02%
+46.2%
Q1 2014$7,472,000
+4.5%
150,036
-3.0%
0.01%
-7.1%
Q4 2013$7,152,000
+10.7%
154,671
+5.8%
0.01%
+7.7%
Q3 2013$6,461,000
+12.4%
146,127
+4.5%
0.01%0.0%
Q2 2013$5,746,000139,7890.01%
Other shareholders
NEW JERSEY RES shareholders Q1 2022
NameSharesValueWeighting ↓
Tortoise Index Solutions, LLC 183,222$7,444,3101.55%
MATTERN CAPITAL MANAGEMENT, LLC 163,683$6,650,4401.08%
FOREFRONT WEALTH MANAGEMENT INC. 17,726$720,2011.01%
JOHN G ULLMAN & ASSOCIATES INC 134,263$5,455,1060.89%
Hartford Financial Management Inc. 76,500$3,108,1950.79%
Bragg Financial Advisors, Inc 346,361$14,072,6480.74%
Lighthouse Investment Partners, LLC 443,263$18,009,7760.74%
DUFF & PHELPS INVESTMENT MANAGEMENT CO 875,590$35,575,2220.47%
Smallwood Wealth Investment Management, LLC 12,344$501,5250.46%
Clear Harbor Asset Management, LLC 107,033$4,348,7510.45%
View complete list of NEW JERSEY RES shareholders