CREATIVE FINANCIAL DESIGNS INC /ADV
Position in CPK — Chesapeake Utilities Corp
CIK 819864
KOKOMO, IN
Position in CPK
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$55,360
-$1,632 QoQ
Shares Held
452
+0.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#252
of 331 holders
Holding Since
Sep 2021
20 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, 2026CREATIVE FINANCIAL DESIGNS INC /ADV holds $1,939,022 across 8 Utilities - Regulated Gas names. CPK ranks #4 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
|
4,725 | $813,975 | |
| 2 | BKH |
Black Hills Corp /Sd/
|
9,485 | $705,684 | |
| 3 | NWN |
Northwest Natural Holding Co
|
7,166 | $351,563 | |
| 4 | CPK |
Chesapeake Utilities Corp
This page
|
452 | $55,360 | |
| 5 | NI |
Nisource Inc.
|
130 | $6,181 | |
| 6 | SR |
Spire Inc
|
75 | $5,856 | |
| 7 | OGS |
ONE Gas, Inc.
|
3 | $231 | |
| 8 | UGI |
Ugi Corp /Pa/
|
5 | $172 |
All Filings in CPK
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $55,360 | 452 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $56,992 | 451 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $56,142 | 450 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $60,610 | 450 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $54,099 | 450 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $57,793 | 450 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $54,607 | 450 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $55,876 | 450 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $47,790 | 450 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $48,285 | 450 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $47,533 | 450 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $43,987 | 450 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $53,550 | 450 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $57,595 | 450 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $53,181 | 450 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $51,925 | 450 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $58,297 | 450 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $61,992 | 450 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 | $65,614 | 450 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $54,022 | 450 | Shares | Sole | 2021-10-08 | |
| No filing history on record for this holder in this stock. | ||||||