Position in CPK
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$3,979,391
+$47 QoQ
Shares Held
31,490
-1.3% QoQ
Ownership
0.131%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 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 Mar 31, 2026Cetera Investment Advisers holds $57,485,172 across 13 Utilities - Regulated Gas names. CPK ranks #3 (6.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
|
102,024 | $18,845,873 | |
| 2 | NI |
Nisource Inc.
|
271,079 | $12,648,546 | |
| 3 | CPK |
Chesapeake Utilities Corp
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|
31,490 | $3,979,391 | |
| 4 | NWN |
Northwest Natural Holding Co
|
65,321 | $3,476,383 | |
| 5 | NJR |
New Jersey Resources Corp
|
57,676 | $3,167,565 | |
| 6 | MDU |
Mdu Resources Group Inc
|
134,877 | $2,794,651 | |
| 7 | UGI |
Ugi Corp /Pa/
|
73,426 | $2,674,174 | |
| 8 | BKH |
Black Hills Corp /Sd/
|
35,532 | $2,466,276 |
All Filings in CPK
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,979,391 | 31,490 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $3,979,344 | 31,896 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $5,259,913 | 39,052 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $449,262 | 3,737 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $492,015 | 3,831 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $413,439 | 3,407 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $450,861 | 3,631 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $341,008 | 3,211 | Shares | Sole | 2024-08-22 | |
| No filing history on record for this holder in this stock. | ||||||