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Advisory Research’s Chesapeake Utilities CPK Stock Holding History

Advisory Research’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
Q2 		$1.15M Buy
9,350
+144
+2% +$18.1K 0.11% 108
2026
Q1 		$1.16M Sell
9,206
-522
-5% -$67.2K 0.14% 104
2025
Q4 		$1.21M Sell
9,728
-1,112
-10% -$147K 0.15% 99
2025
Q3 		$1.46M Sell
10,840
-467
-4% -$58K 0.19% 92
2025
Q2 		$1.36M Sell
11,307
-276
-2% -$34.7K 0.21% 93
2025
Q1 		$1.49M Sell
11,583
-580
-5% -$72K 0.26% 76
2024
Q4 		$1.48M Buy
12,163
+217
+2% +$26.9K 0.25% 87
2024
Q3 		$1.48M Sell
11,946
-774
-6% -$90.4K 0.26% 86
2024
Q2 		$1.35M Sell
12,720
-196
-2% -$21K 0.25% 90
2024
Q1 		$1.39M Hold
12,916
– – 0.28% 83
2023
Q4 		$1.36M Buy
12,916
+2,244
+21% +$214K 0.21% 128
2023
Q3 		$1.04M Buy
10,672
+4,849
+83% +$549K 0.14% 189
2023
Q2 		$693K Sell
5,823
-1,813
-24% -$229K 0.09% 250
2023
Q1 		$977K Sell
7,636
-17
-0.2% -$2.11K 0.16% 157
2022
Q4 		$904K Buy
7,653
+1,314
+21% +$154K 0.09% 172
2022
Q3 		$731K Sell
6,339
-58
-0.9% -$7.51K 0.07% 194
2022
Q2 		$829K Sell
6,397
-20
-0.3% -$2.61K 0.08% 176
2022
Q1 		$884K Sell
6,417
-1,624
-20% -$218K 0.07% 197
2021
Q4 		$1.17M Buy
8,041
+603
+8% +$80.2K 0.09% 182
2021
Q3 		$893K Sell
7,438
-1,832
-20% -$230K 0.06% 209
2021
Q2 		$1.11M Hold
9,270
– – 0.07% 200
2021
Q1 		$1.08M Sell
9,270
-877
-9% -$94.6K 0.08% 196
2020
Q4 		$1.1M Sell
10,147
-71,681
-88% -$7.18M 0.08% 178
2020
Q3 		$6.9M Buy
81,828
+7,427
+10% +$613K 0.67% 51
2020
Q2 		$6.25M Buy
+74,401
New +$6.46M 0.56% 56

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

Advisory Research's CPK Position: Q2 2026 in Review

Advisory Research increased its Chesapeake Utilities (CPK) stake by 1.6% in Q2 2026, buying an estimated $18.1K and bringing the position to 9,350 shares worth $1.15M. The position accounts for 0.11% of the portfolio, ranked #108.

Advisory Research first reported a position in CPK in Q2 2020 and has held it in 25 quarters since. The position peaked at $6.9M in Q3 2020. 333 funds tracked by Wall St. Rank hold CPK as of Q2 2026.

  • Advisory Research held 9,350 shares of Chesapeake Utilities worth $1.15M as of Q2 2026.
  • Advisory Research bought 144 Chesapeake Utilities shares in Q2 2026, an estimated $18.1K.
  • Chesapeake Utilities made up 0.11% of Advisory Research's portfolio in Q2 2026, its #108 holding.
  • Advisory Research first reported a position in Chesapeake Utilities in Q2 2020 and has held it in 25 quarters since.
  • Advisory Research's Chesapeake Utilities position peaked at $6.9M in Q3 2020.
  • 333 funds tracked by Wall St. Rank held Chesapeake Utilities as of Q2 2026.

Based on Advisory Research's 13F filing for Q2 2026, filed 13 Aug 2026.