Position in NJR
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$507,330
+$7,064 QoQ
Shares Held
9,053
-0.6% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#231
of 453 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NJR Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026CHOREO, LLC holds $5,253,935 across 9 Utilities - Regulated Gas names. NJR ranks #6 (9.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UGI |
Ugi Corp /Pa/
|
35,816 | $1,237,084 | |
| 2 | BKH |
Black Hills Corp /Sd/
|
10,818 | $804,859 | |
| 3 | NWN |
Northwest Natural Holding Co
|
13,885 | $681,198 | |
| 4 | SR |
Spire Inc
|
8,347 | $651,817 | |
| 5 | ATO |
Atmos Energy Corp
|
3,581 | $616,898 | |
| 6 | NJR |
New Jersey Resources Corp
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|
9,053 | $507,330 | |
| 7 | NI |
Nisource Inc.
|
7,231 | $343,834 | |
| 8 | SWX |
Southwest Gas Holdings, Inc.
|
2,370 | $210,171 |
All Filings in NJR
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $507,330 | 9,053 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $500,266 | 9,109 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $410,237 | 8,895 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $428,679 | 8,903 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $474,330 | 10,583 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $461,360 | 9,404 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $421,342 | 9,032 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $434,617 | 9,208 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $383,377 | 8,970 | Shares | Sole | 2024-08-07 | |
| No filing history on record for this holder in this stock. | ||||||