Advisory Services Network’s Chesapeake Utilities CPK Stock Holding History

Advisory Services Network’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	–	Sell	-183	Closed	-$23.2K	–	2657
2026 Q1	$23.2K	Buy	+183	New	+$23.6K	﹤0.01%	3115
2025 Q4	–	Sell	-85	Closed	-$11.4K	–	2304
2025 Q3	$11.4K	Buy	+85	New	+$10.6K	﹤0.01%	3228
2024 Q1	–	Sell	-111	Closed	-$11.7K	–	1885
2023 Q4	$11.7K	Buy	+111	New	+$10.6K	﹤0.01%	2791
2023 Q2	–	Sell	-149	Closed	-$19.1K	–	1887
2023 Q1	$19.1K	Hold	149	–	–	﹤0.01%	2566
2022 Q4	$17.6K	Buy	+149	New	+$17.5K	﹤0.01%	2574
2021 Q3	–	Sell	-135	Closed	-$16K	–	1764
2021 Q2	$16K	Buy	+135	New	+$16K	﹤0.01%	2590
2021 Q1	–	Sell	-90	Closed	-$9K	–	1605
2020 Q4	$9K	Sell	90 -8	-8%	-$801	﹤0.01%	2466
2020 Q3	$9K	Buy	+98	New	+$8.09K	﹤0.01%	2473
2020 Q2	–	Sell	-42	Closed	-$4K	–	1348
2020 Q1	$4K	Buy	+42	New	+$3.9K	﹤0.01%	2536
2019 Q4	–	Sell	-2,032	Closed	-$193K	–	3104
2019 Q3	$193K	Hold	2,032	–	–	0.01%	840
2019 Q2	$193K	Hold	2,032	–	–	0.01%	838
2019 Q1	$185K	Sell	2,032 -12	-0.6%	-$1.07K	0.01%	806
2018 Q4	$166K	Sell	2,044 -500	-20%	-$41.8K	0.01%	752
2018 Q3	$213K	Hold	2,544	–	–	0.02%	738
2018 Q2	$215K	Sell	2,544 -441	-15%	-$33.6K	0.02%	726
2018 Q1	$210K	Hold	2,985	–	–	0.02%	764
2017 Q4	$234K	Hold	2,985	–	–	0.02%	715
2017 Q3	$234K	Hold	2,985	–	–	0.03%	610
2017 Q2	$224K	Buy	2,985 +34	+1%	+$2.49K	0.03%	594
2017 Q1	$204K	Buy	+2,951	New	+$197K	0.03%	594
2016 Q3	$179K	Hold	2,937	–	–	0.03%	536
2016 Q2	$194K	Buy	+2,937	New	+$177K	0.04%	454

Other funds holding CPK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Advisory Services Network's CPK Position: Q2 2026 in Review

Advisory Services Network sold out of Chesapeake Utilities (CPK) in Q2 2026, closing a stake of 183 shares — an estimated $23.2K sold.

Advisory Services Network first reported a position in CPK in Q2 2016 and held it in 22 quarters. The position peaked at $234K in Q4 2017. 332 funds tracked by Wall St. Rank hold CPK as of Q2 2026.

Advisory Services Network reported no remaining Chesapeake Utilities position as of Q2 2026 after selling out during the quarter.
Advisory Services Network sold 183 Chesapeake Utilities shares in Q2 2026, an estimated $23.2K.
Advisory Services Network first reported a position in Chesapeake Utilities in Q2 2016 and held it in 22 quarters.
Advisory Services Network's Chesapeake Utilities position peaked at $234K in Q4 2017.
332 funds tracked by Wall St. Rank held Chesapeake Utilities as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.