Position in ES
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$588,566
+$34,534 QoQ
Shares Held
8,144
+1.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#554
of 1,109 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ES Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026CHOREO, LLC holds $55,129,983 across 30 Utilities - Regulated Electric names. ES ranks #21 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
109,444 | $9,605,899 | |
| 2 | DUK |
Duke Energy CORP
|
52,131 | $6,598,741 | |
| 3 | SO |
Southern Co
|
54,018 | $5,170,062 | |
| 4 | LNT |
Alliant Energy Corp
|
56,581 | $4,316,564 | |
| 5 | PEG |
Public Service Enterprise Group Inc
|
47,429 | $3,849,337 | |
| 6 | AEP |
American Electric Power Co Inc
|
21,286 | $2,912,137 | |
| 7 | D |
Dominion Energy, Inc
|
34,244 | $2,338,522 | |
| 8 | NGG |
National Grid PLC
|
26,727 | $2,214,866 |
All Filings in ES
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $588,566 | 8,144 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $554,032 | 7,997 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $504,167 | 7,488 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $464,259 | 6,526 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $372,685 | 5,858 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $362,163 | 5,831 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $299,497 | 5,215 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $402,787 | 5,919 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $318,256 | 5,612 | Shares | Sole | 2024-08-07 | |
| No filing history on record for this holder in this stock. | ||||||