MONETA GROUP INVESTMENT ADVISORS LLC
Position in CPK — Chesapeake Utilities Corp
CIK 1120927
ST LOUIS, MO
Position in CPK
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$241,898
-$8,188 QoQ
Shares Held
1,975
-0.2% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#213
of 331 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CPK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026MONETA GROUP INVESTMENT ADVISORS LLC holds $1,635,760 across 3 Utilities - Regulated Gas names. CPK ranks #3 (14.8% of the industry book) .
All Filings in CPK
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $241,898 | 1,975 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $250,086 | 1,979 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $268,733 | 2,154 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $289,583 | 2,150 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $256,188 | 2,131 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $273,684 | 2,131 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $254,835 | 2,100 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $250,202 | 2,015 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $214,948 | 2,024 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $218,033 | 2,032 | Shares | Sole | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||