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Chesapeake Utilities Corporation shares owned by Creative Planning

Quarter-by-quarter ownership of Chesapeake Utilities Corporation (CPK) shares owned by Creative Planning from 13F filings

Historical chart of Creative Planning investment in Chesapeake Utilities Corporation

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All positions including Chesapeake Utilities Corporation held by Creative Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Chesapeake Utilities Corporation by Creative Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $957k 7.7k 124.17
2024-06-30 $804k 7.6k 106.20
2024-03-31 $843k 7.9k 107.30
2023-12-31 $766k 7.3k 105.63
2023-09-30 $276k 2.8k 97.75
2023-06-30 $254k 2.1k 119.00
2023-03-31 $208k 1.6k 127.99
2021-12-31 $279k 1.9k 145.69
2021-09-30 $201k 1.7k 119.79
2021-03-31 $223k 1.9k 116.21
2020-12-31 $208k 1.9k 108.39
2018-06-30 $227k 2.8k 79.93
2017-12-31 $283k 3.6k 78.61
2017-09-30 $287k 3.7k 78.31
2017-06-30 $223k 3.0k 74.98
2017-03-31 $216k 3.1k 69.30
2016-12-31 $195k 2.9k 66.80
2016-09-30 $171k 2.8k 60.96
2016-06-30 $186k 2.8k 66.26
2016-03-31 $177k 2.8k 63.06
2015-12-31 $160k 2.8k 56.74
2015-09-30 $129k 2.4k 53.22
2015-03-31 $72k 1.4k 50.56
2014-12-31 $71k 1.4k 49.86
2014-09-30 $53k 1.3k 41.73
2014-06-30 $60k 847 70.84
2014-03-31 $61k 961 63.48
2013-12-31 $58k 961 60.35
2013-09-30 $60k 1.1k 52.26
2013-06-30 $59k 1.1k 51.39
2012-12-31 $44k 961 45.79
2012-09-30 $46k 961 47.87
2012-06-30 $42k 961 43.70
2011-12-31 $37k 847 43.68

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Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Core Msci Emkt (IEMG)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Vanguard Index Fds Large Cap Etf (VV)
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Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Real Estate Etf (VNQ)
Ishares Tr National Mun Etf (MUB)

View all positions for Creative Planning

Top funds holding Chesapeake Utilities Corporation

BlackRock
BlackRock
T. Rowe Price Investment Management
Vanguard Group
State Street Corporation
Copeland Capital Management
Geode Capital Management
Dimensional Fund Advisors
Jennison Associates
Invesco
Zimmer Partners
First Trust Advisors
Bank of New York Mellon
Btim
Jpmorgan Chase & Co

View all funds holding Chesapeake Utilities Corporation