PERSONAL CFO SOLUTIONS, LLC

Position in CPK — Chesapeake Utilities Corp

CIK 1677501 CHESTER, NJ

Position in CPK

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$226,588

-$7,322 QoQ

Shares Held

1,850

-0.1% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#225

of 331 holders

Holding Since

Mar 2021

22 quarters on record

Voting authority Sole 2% Shared 0% None 98%

Utilities · as of Jun 30, 2026

PERSONAL CFO SOLUTIONS, LLC holds $821,843 across 3 Utilities - Regulated Gas names. CPK ranks #2 (27.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ATO	Atmos Energy Corp	2,192	$377,615
2	CPK	Chesapeake Utilities Corp This page	1,850	$226,588
3	BIPC	Brookfield Infrastructure Corp	5,653	$217,640

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$226,588	1,850	-0.1%	Shares	Sole	2026-08-07
2026-03-31	$233,910	1,851	-2.9%	Shares	Sole	2026-04-30
2025-12-31	$237,917	1,907	-5.1%	Shares	Defined	2026-01-22
2025-09-30	$270,592	2,009	0.0%	Shares	Defined	2025-11-10
2025-06-30	$241,521	2,009	-0.6%	Shares	Defined	2025-08-12
2025-03-31	$259,685	2,022	-7.3%	Shares	Defined	2025-04-30
2024-12-31	$264,785	2,182	-1.7%	Shares	Defined	2025-02-07
2024-09-30	$275,657	2,220	+1.4%	Shares	Defined	2024-11-14
2024-06-30	$232,471	2,189	-4.5%	Shares	Defined	2024-08-09
2024-03-31	$245,824	2,291	+2.0%	Shares	Defined	2024-05-13
2023-12-31	$237,139	2,245	+0.6%	Shares	Defined	2024-02-13
2023-09-30	$218,080	2,231	+1.6%	Shares	Defined	2023-11-13
2023-06-30	$261,205	2,195	+1.7%	Shares	Defined	2023-08-10
2023-03-31	$276,330	2,159	+3.3%	Shares	Defined	2023-05-09
2022-12-31	$246,996	2,090	+7.4%	Shares	Defined	2023-02-14
2022-09-30	$224,548	1,946	-1.8%	Shares	Defined	2022-11-01
2022-06-30	$256,768	1,982	-0.9%	Shares	Defined	2022-08-05
2022-03-31	$275,657	2,001	+4.3%	Shares	Defined	2022-05-02
2021-12-31	$279,809	1,919	-1.2%	Shares	Defined	2022-02-11
2021-09-30	$233,137	1,942	+6.6%	Shares	Defined	2021-11-18
2021-06-30	$219,241	1,822	+0.9%	Shares	Defined	2021-07-22
2021-03-31	$209,524	1,805	—	Shares	Defined	2021-04-21
No filing history on record for this holder in this stock.