Wealthspire Advisors, LLC

Position in CPK — Chesapeake Utilities Corp

CIK 1646247 NEW YORK, NY

Position in CPK

as of Mar 31, 2026 · filed May 1, 2026 Compact

Position Value

$3,712,118

+$33,196 QoQ

Shares Held

29,375

-0.4% QoQ

Ownership

0.122%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2021

20 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Mar 31, 2026

Wealthspire Advisors, LLC holds $6,686,599 across 4 Utilities - Regulated Gas names. CPK ranks #1 (55.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CPK	Chesapeake Utilities Corp This page	29,375	$3,712,118
2	ATO	Atmos Energy Corp	9,904	$1,829,466
3	UGI	Ugi Corp /Pa/	17,718	$645,289
4	OGS	ONE Gas, Inc.	5,802	$499,726

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$3,712,118	29,375	-0.4%	Shares	Sole	2026-05-01
2025-12-31	$3,678,922	29,488	+0.3%	Shares	Sole	2026-02-13
2025-09-30	$3,959,212	29,395	-0.3%	Shares	Sole	2025-11-14
2025-06-30	$3,542,763	29,469	+0.1%	Shares	Sole	2025-08-11
2025-03-31	$3,781,107	29,441	+0.2%	Shares	Sole	2025-05-09
2024-12-31	$3,566,961	29,394	-0.3%	Shares	Sole	2025-02-04
2024-09-30	$3,659,910	29,475	0.0%	Shares	Sole	2024-11-13
2024-06-30	$3,130,245	29,475	+0.8%	Shares	Sole	2024-08-08
2024-03-31	$3,138,632	29,251	+0.3%	Shares	Sole	2024-05-06
2023-12-31	$3,079,748	29,156	0.0%	Shares	Sole	2024-02-07
2023-09-30	$2,849,999	29,156	0.0%	Shares	Sole	2023-11-06
2023-06-30	$3,469,564	29,156	0.0%	Shares	Sole	2023-08-01
2023-03-31	$3,731,676	29,156	-1.0%	Shares	Sole	2023-05-09
2022-12-31	$3,479,573	29,443	+1.0%	Shares	Sole	2023-02-14
2022-09-30	$3,364,310	29,156	0.0%	Shares	Sole	2022-11-14
2022-06-30	$3,777,159	29,156	+0.3%	Shares	Sole	2022-08-09
2022-03-31	$4,003,443	29,061	-0.1%	Shares	Sole	2022-05-09
2021-12-31	$4,241,175	29,087	+0.1%	Shares	Sole	2022-02-14
2021-09-30	$3,488,773	29,061	-22.7%	Shares	Sole	2021-11-15
2021-03-31	$4,365,420	37,607	—	Shares	Sole	2021-05-17
No filing history on record for this holder in this stock.