Creative Planning New Jersey Resources Corp Transaction History

Creative Planning

$101 Billion
Q3 2024

A detailed history of Creative Planning transactions in New Jersey Resources Corp stock. As of the latest transaction made, Creative Planning holds 20,514 shares of NJR stock, worth $954,106. This represents 0.0% of its overall portfolio holdings.

Number of Shares

20,514

Previous 20,033 2.4%

Holding current value

$954,106

Previous $856,000 13.08%

% of portfolio

0.0%

Previous 0.0%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 11, 2024	BUY	$42.03 - $48.02 $20,216 - $23,097	481 Added 2.4%	20,514 $968,000
Q2 2024 Aug 15, 2024	BUY	$41.28 - $44.85 $44,830 - $48,707	1,086 Added 5.73%	20,033 $856,000
Q1 2024 May 10, 2024	SELL	$39.48 - $45.32 $22,701 - $26,059	-575 Reduced 2.95%	18,947 $813,000
Q4 2023 Feb 14, 2024	BUY	$39.34 - $45.06 $45,634 - $52,269	1,160 Added 6.32%	19,522 $870,000
Q3 2023 Nov 16, 2023	BUY	$40.63 - $47.41 $192,261 - $224,344	4,732 Added 34.72%	18,362 $746,000
Q2 2023 Jul 21, 2023	SELL	$45.98 - $55.46 $62,118 - $74,926	-1,351 Reduced 9.02%	13,630 $643,000
Q1 2023 May 15, 2023	BUY	$48.77 - $53.2 $111,927 - $122,094	2,295 Added 18.09%	14,981 $796,000
Q4 2022 Feb 10, 2023	BUY	$38.97 - $50.7 $3,507 - $4,563	90 Added 0.71%	12,686 $628,000
Q3 2022 Nov 03, 2022	BUY	$38.7 - $47.19 $89,629 - $109,292	2,316 Added 22.53%	12,596 $487,000
Q2 2022 Aug 15, 2022	BUY	$41.33 - $47.17 $1,405 - $1,603	34 Added 0.33%	10,280 $458,000
Q1 2022 May 16, 2022	BUY	$38.29 - $46.38 $4,901 - $5,936	128 Added 1.27%	10,246 $470,000
Q4 2021 Feb 11, 2022	SELL	$35.6 - $41.17 $13,278 - $15,356	-373 Reduced 3.56%	10,118 $415,000
Q3 2021 Nov 10, 2021	SELL	$34.68 - $40.52 $2,843 - $3,322	-82 Reduced 0.78%	10,491 $365,000
Q2 2021 Aug 04, 2021	SELL	$39.56 - $44.15 $25,990 - $29,006	-657 Reduced 5.85%	10,573 $418,000
Q1 2021 Apr 30, 2021	SELL	$33.67 - $42.42 $92,929 - $117,079	-2,760 Reduced 19.73%	11,230 $448,000
Q4 2020 Jan 29, 2021	SELL	$26.93 - $38.13 $56,633 - $80,187	-2,103 Reduced 13.07%	13,990 $497,000
Q3 2020 Nov 05, 2020	BUY	$26.28 - $33.49 $20,025 - $25,519	762 Added 4.97%	16,093 $435,000
Q2 2020 Jul 23, 2020	BUY	$29.58 - $37.27 $53,332 - $67,197	1,803 Added 13.33%	15,331 $501,000
Q1 2020 May 05, 2020	BUY	$24.61 - $44.34 $4,060 - $7,316	165 Added 1.23%	13,528 $460,000
Q4 2019 Jan 30, 2020	SELL	$40.61 - $45.46 $67,696 - $75,781	-1,667 Reduced 11.09%	13,363 $596,000
Q3 2019 Nov 01, 2019	BUY	$43.82 - $50.36 $19,719 - $22,662	450 Added 3.09%	15,030 $680,000
Q2 2019 Jul 26, 2019	BUY	$46.76 - $51.13 $69,999 - $76,541	1,497 Added 11.44%	14,580 $726,000
Q3 2018 Oct 25, 2018	BUY	$44.5 - $47.55 $19,179 - $20,494	431 Added 3.41%	13,083 $603,000
Q2 2018 Jul 20, 2018	SELL	$39.45 - $45.0 $58,346 - $66,555	-1,479 Reduced 10.47%	12,652 $566,000
Q1 2018 Apr 18, 2018	BUY	$36.25 - $40.2 $4,495 - $4,984	124 Added 0.89%	14,131 $567,000
Q3 2017 Oct 17, 2017	BUY	$41.65 - $44.25 $583,391 - $619,809	14,007	14,007 $590,000

Others Institutions Holding NJR

# of Institutions

381

Shares Held

70.4M

Call Options Held

8.2K

Put Options Held

View Full List

About NEW JERSEY RESOURCES CORP

Ticker NJR
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Gas
Shares Outstandng 96,228,400
Market Cap $4.48B
Description
New Jersey Resources Corporation, an energy services holding company, provides regulated gas distribution, and retail and wholesale energy services. The company operates through four segments: Natural Gas Distribution, Clean Energy Ventures, Energy Services, and Storage and Transportation. The Natural Gas Distribution segment offers regulated na...

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Creative Planning New Jersey Resources Corp Transaction History