Steward Partners Investment Advisory, LLC
Position in CPK — Chesapeake Utilities Corp
CIK 1723397
STAMFORD, CT
Position in CPK
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$483,673
+$475,459 QoQ
Shares Held
3,949
+5975.4% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#182
of 331 holders
Holding Since
Jun 2024
9 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, 2026Steward Partners Investment Advisory, LLC holds $7,671,155 across 12 Utilities - Regulated Gas names. CPK ranks #5 (6.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UGI |
Ugi Corp /Pa/
|
64,828 | $2,239,159 | |
| 2 | NJR |
New Jersey Resources Corp
|
30,981 | $1,736,175 | |
| 3 | NI |
Nisource Inc.
|
31,845 | $1,514,229 | |
| 4 | ATO |
Atmos Energy Corp
|
4,278 | $736,971 | |
| 5 | CPK |
Chesapeake Utilities Corp
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|
3,949 | $483,673 | |
| 6 | BIPC |
Brookfield Infrastructure Corp
|
9,551 | $367,713 | |
| 7 | MDU |
Mdu Resources Group Inc
|
11,680 | $247,732 | |
| 8 | SPH |
Suburban Propane Partners LP
|
7,476 | $127,839 |
All Filings in CPK
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $483,673 | 3,949 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $8,214 | 65 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $8,109 | 65 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $12,391 | 92 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $22,120 | 184 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $52,784 | 411 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $32,036 | 264 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $70,404 | 567 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $6,903 | 65 | Shares | Sole | 2024-08-08 | |
| No filing history on record for this holder in this stock. | ||||||