AWM
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Abound Wealth Management’s Chesapeake Utilities CPK Stock Holding History

Abound Wealth Management’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
Q1 		– Sell
-2
Closed -$250 – 1515
2025
Q4 		$250 Hold
2
– – ﹤0.01% 1106
2025
Q3 		$270 Hold
2
– – ﹤0.01% 1036
2025
Q2 		$241 Hold
2
– – ﹤0.01% 978
2025
Q1 		$257 Hold
2
– – ﹤0.01% 908
2024
Q4 		$243 Hold
2
– – ﹤0.01% 976
2024
Q3 		$249 Sell
2
-2
-50% -$234 ﹤0.01% 1044
2024
Q2 		$425 Hold
4
– – ﹤0.01% 880
2024
Q1 		$430 Hold
4
– – ﹤0.01% 949
2023
Q4 		$423 Hold
4
– – ﹤0.01% 997
2023
Q3 		$391 Hold
4
– – ﹤0.01% 898
2023
Q2 		$476 Buy
+4
New +$506 ﹤0.01% 860

Other funds holding CPK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Abound Wealth Management's CPK Position: Q1 2026 in Review

Abound Wealth Management sold out of Chesapeake Utilities (CPK) in Q1 2026, closing a stake of 2 shares — an estimated $250 sold.

Abound Wealth Management first reported a position in CPK in Q2 2023 and held it in 11 quarters. The position peaked at $476 in Q2 2023. 340 funds tracked by Wall St. Rank hold CPK as of Q1 2026.

  • Abound Wealth Management reported no remaining Chesapeake Utilities position as of Q1 2026 after selling out during the quarter.
  • Abound Wealth Management sold 2 Chesapeake Utilities shares in Q1 2026, an estimated $250.
  • Abound Wealth Management first reported a position in Chesapeake Utilities in Q2 2023 and held it in 11 quarters.
  • Abound Wealth Management's Chesapeake Utilities position peaked at $476 in Q2 2023.
  • 340 funds tracked by Wall St. Rank held Chesapeake Utilities as of Q1 2026.

Based on Abound Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.