CL
NJR icon

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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Choreo LLC's NJR Position: Q1 2026 in Review

Choreo LLC increased its New Jersey Resources (NJR) stake by 2.4% in Q1 2026, buying an estimated $11.1K and bringing the position to 9,109 shares worth $505K. The position accounts for 0.01% of the portfolio, ranked #931.

Choreo LLC first reported a position in NJR in Q2 2024 and has held it in 8 quarters since. 437 funds tracked by Wall St. Rank hold NJR as of Q1 2026.

  • Choreo LLC held 9,109 shares of New Jersey Resources worth $505K as of Q1 2026.
  • Choreo LLC bought 214 New Jersey Resources shares in Q1 2026, an estimated $11.1K.
  • New Jersey Resources made up 0.01% of Choreo LLC's portfolio in Q1 2026, its #931 holding.
  • Choreo LLC first reported a position in New Jersey Resources in Q2 2024 and has held it in 8 quarters since.
  • 437 funds tracked by Wall St. Rank held New Jersey Resources as of Q1 2026.

Based on Choreo LLC's 13F filing for Q1 2026, filed 13 May 2026.