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Choreo LLC’s New Jersey Resources NJR Stock Holding History

Choreo LLC’s Portfolio NJR Stock Details NJR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$512K Sell
9,053
-56
-0.6% -$3.13K 0.01% 979
2026
Q1 		$505K Buy
9,109
+214
+2% +$11.1K 0.01% 931
2025
Q4 		$417K Sell
8,895
-8
-0.1% -$370 0.01% 1015
2025
Q3 		$434K Sell
8,903
-1,680
-16% -$78.3K 0.01% 994
2025
Q2 		$479K Buy
10,583
+1,179
+13% +$55.3K 0.01% 916
2025
Q1 		$465K Buy
9,404
+372
+4% +$17.6K 0.01% 877
2024
Q4 		$424K Sell
9,032
-176
-2% -$8.34K 0.01% 988
2024
Q3 		$431K Buy
9,208
+238
+3% +$10.9K 0.01% 989
2024
Q2 		$381K Buy
+8,970
New +$387K 0.01% 959

Other funds holding NJR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Choreo LLC's NJR Position: Q2 2026 in Review

Choreo LLC reduced its New Jersey Resources (NJR) stake by 0.61% in Q2 2026, selling an estimated $3.13K and leaving 9,053 shares worth $512K. The position accounts for 0.01% of the portfolio, ranked #979.

Choreo LLC first reported a position in NJR in Q2 2024 and has held it in 9 quarters since. 458 funds tracked by Wall St. Rank hold NJR as of Q2 2026.

  • Choreo LLC held 9,053 shares of New Jersey Resources worth $512K as of Q2 2026.
  • Choreo LLC sold 56 New Jersey Resources shares in Q2 2026, an estimated $3.13K.
  • New Jersey Resources made up 0.01% of Choreo LLC's portfolio in Q2 2026, its #979 holding.
  • Choreo LLC first reported a position in New Jersey Resources in Q2 2024 and has held it in 9 quarters since.
  • 458 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2026.

Based on Choreo LLC's 13F filing for Q2 2026, filed 4 Aug 2026.