Position in CPK
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$19,882,550
+$1,674,827 QoQ
Shares Held
157,336
+7.8% QoQ
Ownership
0.655%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
4 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, 2026MERCER GLOBAL ADVISORS INC /ADV holds $35,959,091 across 12 Utilities - Regulated Gas names. CPK ranks #1 (55.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CPK |
Chesapeake Utilities Corp
This page
|
157,336 | $19,882,550 | |
| 2 | ATO |
Atmos Energy Corp
|
21,608 | $3,991,429 | |
| 3 | UGI |
Ugi Corp /Pa/
|
61,794 | $2,250,537 | |
| 4 | BKH |
Black Hills Corp /Sd/
|
27,761 | $1,926,891 | |
| 5 | NI |
Nisource Inc.
|
40,115 | $1,871,765 | |
| 6 | SWX |
Southwest Gas Holdings, Inc.
|
19,296 | $1,676,822 | |
| 7 | OGS |
ONE Gas, Inc.
|
16,023 | $1,380,060 | |
| 8 | NJR |
New Jersey Resources Corp
|
17,057 | $936,770 |
All Filings in CPK
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $19,882,550 | 157,336 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $18,207,723 | 145,942 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $19,604,264 | 145,551 | Shares | Sole | 2025-11-14 | |
| 2023-03-31 | $1,878,125 | 14,674 | Shares | Sole | 2023-05-16 | |
| No filing history on record for this holder in this stock. | ||||||