Forvis Mazars Wealth Advisors, LLC
Position in CPK — Chesapeake Utilities Corp
CIK 1352864
Springfield, MO
Position in CPK
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$378,218
-$12,012 QoQ
Shares Held
3,088
0.0% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#194
of 331 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CPK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026Forvis Mazars Wealth Advisors, LLC holds $3,758,381 across 5 Utilities - Regulated Gas names. CPK ranks #2 (10.1% of the industry book) .
All Filings in CPK
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $378,218 | 3,088 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $390,230 | 3,088 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $385,258 | 3,088 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $415,922 | 3,088 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $371,239 | 3,088 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $396,206 | 3,085 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $374,364 | 3,085 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $383,064 | 3,085 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $327,627 | 3,085 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $331,020 | 3,085 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $325,868 | 3,085 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $301,558 | 3,085 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $366,996 | 3,084 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $394,721 | 3,084 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $364,467 | 3,084 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $355,862 | 3,084 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $399,661 | 3,085 | Shares | Sole | 2022-07-22 | |
| No filing history on record for this holder in this stock. | ||||||