Position in SWX
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$210,171
+$4,218 QoQ
Shares Held
2,370
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#291
of 409 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SWX 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. SWX ranks #8 (4.0% 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
|
9,053 | $507,330 | |
| 7 | NI |
Nisource Inc.
|
7,231 | $343,834 | |
| 8 | SWX |
Southwest Gas Holdings, Inc.
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|
2,370 | $210,171 |
All Filings in SWX
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $210,171 | 2,370 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $205,953 | 2,370 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $222,935 | 2,786 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $283,669 | 3,621 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $631,124 | 8,484 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $492,763 | 6,863 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $485,282 | 6,863 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $563,157 | 7,635 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $511,029 | 7,261 | Shares | Sole | 2024-08-07 | |
| No filing history on record for this holder in this stock. | ||||||