CPK — CHESAPEAKE UTILS CORP

Ownership history in Focus Partners Wealth  ·  2 quarters on record

This page tracks every 13F SEC filing in which Focus Partners Wealth reported a position in CHESAPEAKE UTILS CORP (CPK). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 2,343 -85 -3.5% 0.00% $299K $133.26
2025 Q2 INITIATED 2,428 — — 0.00% $292K $118.30
% of Fund (quarterly)    CPK price (monthly, adj. close)

Other funds also holding CPK

As of 2025 Q4 — sorted by position size

Tufton Capital Management 3Y 7Y 2.06% Tributary Capital Management, LLC 3Y 7Y 1.55% Dean Capital Management 3Y 7Y 1.48% Copeland Capital Management, LLC 3Y 7Y 1.33% MOODY ALDRICH PARTNERS LLC 3Y 7Y 1.06% ALBERT D MASON INC 3Y 7Y 1.0% Riverwater Partners LLC 3Y 0.81% Cox Capital Mgt LLC 3Y 7Y 0.73% DEAN INVESTMENT ASSOCIATES, LLC 3Y 7Y 0.73% Fruth Investment Management 3Y 7Y 0.6%
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