NJR — New Jersey Resource

Ownership history in CHARTIST INC /CA/  ·  12 quarters on record

This page tracks every 13F SEC filing in which CHARTIST INC /CA/ reported a position in New Jersey Resource (NJR). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.82% (2019 Q1)
Avg. % of fund
0.31%
First filed
2017 Q4
Last filed
2025 Q4
Quarters held
12
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 8,480 — 0% 0.27% $391K $45.72
2025 Q3 UNCHANGED 8,480 — 0% 0.28% $408K $47.24
2024 Q4 UNCHANGED 8,480 — 0% 0.20% $396K $44.42
2024 Q3 UNCHANGED 8,480 — 0% 0.21% $400K $44.53
2024 Q2 UNCHANGED 8,480 — 0% 0.19% $362K $39.94
2024 Q1 UNCHANGED 8,480 — 0% 0.19% $364K $39.71
2023 Q4 UNCHANGED 8,480 — 0% 0.21% $378K $40.86
2023 Q3 UNCHANGED 8,480 — 0% 0.20% $345K $36.88
2023 Q2 REDUCED 8,480 -10,395 -55.1% 0.21% $400K $42.43
2019 Q3 REDUCED 18,875 -767 -3.9% 0.55% $854K $35.61
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% of Fund (quarterly)    NJR price (monthly, adj. close)

Other funds also holding NJR

As of 2025 Q4 — sorted by position size

Energy Income Partners, LLC 3Y 7Y 1.54% Bragg Financial Advisors, Inc 3Y 7Y 1.12% Nicholson Wealth Management Group, LLC 1.01% MATTERN CAPITAL MANAGEMENT, LLC 3Y 0.99% JOHN G ULLMAN & ASSOCIATES INC 3Y 7Y 0.74% Clear Harbor Asset Management, LLC 3Y 7Y 0.56% Sourcerock Group LLC 3Y 0.49% Castellan Group 3Y 0.46% Empirical Asset Management, LLC 3Y 0.4% ICW Investment Advisors LLC 3Y 0.32%
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