Personal Cfo Solutions, LLC Chesapeake Utilities Corp Transaction History

Personal Cfo Solutions, LLC

$482 Million
Q1 2025

A detailed history of Personal Cfo Solutions, LLC transactions in Chesapeake Utilities Corp stock. As of the latest transaction made, Personal Cfo Solutions, LLC holds 2,022 shares of CPK stock, worth $240,638. This represents 0.05% of its overall portfolio holdings.

Number of Shares

2,022

Previous 2,182 7.33%

Holding current value

$240,638

Previous $264,000 1.89%

% of portfolio

0.05%

Previous 0.05%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 30, 2025	SELL	$116.55 - $130.37 $18,648 - $20,859	-160 Reduced 7.33%	2,022 $259,000
Q4 2024 Feb 07, 2025	SELL	$116.24 - $133.18 $4,417 - $5,060	-38 Reduced 1.71%	2,182 $264,000
Q3 2024 Nov 14, 2024	BUY	$106.02 - $124.17 $3,286 - $3,849	31 Added 1.42%	2,220 $275,000
Q2 2024 Aug 09, 2024	SELL	$99.66 - $113.95 $10,165 - $11,622	-102 Reduced 4.45%	2,189 $232,000
Q1 2024 May 13, 2024	BUY	$99.82 - $107.3 $4,591 - $4,935	46 Added 2.05%	2,291 $245,000
Q4 2023 Feb 13, 2024	BUY	$86.71 - $106.88 $1,213 - $1,496	14 Added 0.63%	2,245 $237,000
Q3 2023 Nov 13, 2023	BUY	$97.75 - $123.01 $3,519 - $4,428	36 Added 1.64%	2,231 $218,000
Q2 2023 Aug 10, 2023	BUY	$118.4 - $131.75 $4,262 - $4,743	36 Added 1.67%	2,195 $261,000
Q1 2023 May 09, 2023	BUY	$115.46 - $129.44 $7,966 - $8,931	69 Added 3.3%	2,159 $276,000
Q4 2022 Feb 14, 2023	BUY	$105.87 - $126.19 $15,245 - $18,171	144 Added 7.4%	2,090 $246,000
Q3 2022 Nov 01, 2022	SELL	$115.39 - $137.75 $4,154 - $4,959	-36 Reduced 1.82%	1,946 $225,000
Q2 2022 Aug 05, 2022	SELL	$119.0 - $140.57 $2,261 - $2,670	-19 Reduced 0.95%	1,982 $257,000
Q1 2022 May 02, 2022	BUY	$127.48 - $142.65 $10,453 - $11,697	82 Added 4.27%	2,001 $276,000
Q4 2021 Feb 11, 2022	SELL	$124.4 - $145.81 $2,861 - $3,353	-23 Reduced 1.18%	1,919 $280,000
Q3 2021 Nov 18, 2021	BUY	$118.53 - $132.27 $14,223 - $15,872	120 Added 6.59%	1,942 $233,000
Q2 2021 Jul 22, 2021	BUY	$114.56 - $123.09 $1,947 - $2,092	17 Added 0.94%	1,822 $219,000
Q1 2021 Apr 21, 2021	BUY	$100.92 - $120.38 $182,160 - $217,285	1,805 New	1,805 $210,000

Others Institutions Holding CPK

# of Institutions

337

Shares Held

19.7M

Call Options Held

600

Put Options Held

600

View Full List

About CHESAPEAKE UTILITIES CORP

Ticker CPK
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Gas
Shares Outstandng 17,737,900
Market Cap $2.11B
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...

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Personal Cfo Solutions, LLC Chesapeake Utilities Corp Transaction History