Superior Planning, LLC’s Chesapeake Utilities CPK Stock Holding History

Superior Planning, LLC’s Portfolio CPK Stock Details CPK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$18.9K	Buy	+147	New	+$19.4K	0.01%	712

Other funds holding CPK

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return

Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $45.4B AUM 34.02% 1-Year Est. Return

Tributary Capital Management Omaha, Nebraska $1.09B AUM 35.37% 1-Year Est. Return

Superior Planning, LLC's CPK Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Chesapeake Utilities (CPK) in Q3 2026: 147 shares worth $18.9K. The stake represents 0.01% of the portfolio and ranks #712 among its holdings.

231 funds tracked by Wall St. Rank hold CPK as of Q3 2026.

Superior Planning, LLC held 147 shares of Chesapeake Utilities worth $18.9K as of Q3 2026.
Chesapeake Utilities was a new Superior Planning, LLC position in Q3 2026.
Chesapeake Utilities made up 0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #712 holding.
231 funds tracked by Wall St. Rank held Chesapeake Utilities as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.