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Chesapeake Utilities Corporation shares owned by Sontag Advisory

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

Historical chart of Sontag Advisory investment in Chesapeake Utilities Corporation

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Chesapeake Utilities Corporation by Sontag Advisory

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.1M 29k 105.63
2023-09-30 $2.8M 29k 97.75
2023-06-30 $3.5M 29k 119.00
2023-03-31 $3.7M 29k 127.99
2022-12-31 $3.5M 29k 118.18
2022-09-30 $3.4M 29k 115.38
2022-06-30 $3.8M 29k 129.54
2022-03-31 $4.0M 29k 137.74
2021-12-31 $4.2M 29k 145.80
2021-09-30 $3.5M 29k 120.06
2021-03-31 $4.4M 38k 116.07

More positions owned by Sontag Advisory

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Core S&p Mcp Etf (IJH)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Index Fds Growth Etf (VUG)

View all positions for Sontag Advisory

Top funds holding Chesapeake Utilities Corporation

Vanguard Group
Zimmer Partners
Copeland Capital Management
Dimensional Fund Advisors
Bank of New York Mellon
Jennison Associates
Jpmorgan Chase & Co
Charles Schwab Investment Management
Goldman Sachs Group
Henderson Group
Btim
Tributary Capital Management
Principal Financial Group
Millennium Management
Deutsche Bank Aktiengesellschaft

View all funds holding Chesapeake Utilities Corporation