A detailed history of Ever Source Wealth Advisors, LLC transactions in Chesapeake Utilities Corp stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 93 shares of CPK stock, worth $11,725. This represents 0.0% of its overall portfolio holdings.

Number of Shares
93
Previous 93 -0.0%
Holding current value
$11,725
Previous $9,000 22.22%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024

BUY
$99.66 - $113.95 $1,395 - $1,595
14 Added 17.72%
93 $9,000
Q1 2024

Jun 11, 2024

BUY
$99.82 - $107.3 $2,196 - $2,360
22 Added 38.6%
79 $8,000
Q4 2023

Feb 09, 2024

BUY
$86.71 - $106.88 $4,248 - $5,237
49 Added 612.5%
57 $6,000
Q3 2023

Nov 03, 2023

SELL
$97.75 - $123.01 $684 - $861
-7 Reduced 46.67%
8 $0
Q1 2023

May 11, 2023

SELL
$115.46 - $129.44 $1,731 - $1,941
-15 Reduced 50.0%
15 $1,000
Q4 2022

Feb 09, 2023

SELL
$105.87 - $126.19 $7,516 - $8,959
-71 Reduced 70.3%
30 $3,000
Q4 2021

Feb 07, 2022

BUY
$124.4 - $145.81 $12,564 - $14,726
101 New
101 $15,000

Others Institutions Holding CPK

About CHESAPEAKE UTILITIES CORP


  • Ticker CPK
  • Exchange NYSE
  • Sector Utilities
  • Industry Utilities—Regulated Gas
  • Shares Outstandng 17,737,900
  • Market Cap $2.24B
  • Description
  • Chesapeake Utilities Corporation operates as an energy delivery company. The company operates through two segments, Regulated Energy and Unregulated Energy. The Regulated Energy segment engages in the natural gas distribution operations in central and southern Delaware, Maryland's eastern shore, and Florida; regulated natural gas transmission in...
More about CPK
Track This Portfolio

Track Ever Source Wealth Advisors, LLC Portfolio

Follow Ever Source Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ever Source Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ever Source Wealth Advisors, LLC with notifications on news.