Position in CPK
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$5,214,830
-$1,639,731 QoQ
Shares Held
42,577
-21.5% QoQ
Ownership
0.177%
of shares outstanding
% of Portfolio
0.94%
of 13F equity value
Holder Rank
#5
of 79 holders
Holding Since
Mar 2020
14 quarters on record
Voting authority
Sole 44%
Shared 39%
None 18%
Common Shares in CPK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026Moody Aldrich Partners LLC holds $11,392,119 across 3 Utilities - Regulated Gas names. CPK ranks #2 (45.8% of the industry book) .
All Filings in CPK
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,214,830 | 42,577 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $6,854,561 | 54,242 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $5,706,148 | 45,737 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $4,679,130 | 34,740 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $5,027,359 | 41,818 | Shares | Sole | 2025-08-04 | |
| 2023-06-30 | $3,913,077 | 32,883 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $7,982,096 | 62,365 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $7,437,421 | 62,933 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $6,395,721 | 55,427 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $7,068,766 | 54,564 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $8,737,152 | 63,423 | Shares | Sole | 2022-05-10 | |
| 2020-09-30 | $6,769,542 | 80,303 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $6,579,804 | 78,331 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $5,735,713 | 66,920 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||