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AAP
Arax Advisory Partners’s
Chesapeake Utilities
CPK
Stock Holding History
Arax Advisory Partners’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
$25.7K
Sell
204
-112
-35%
-$14.4K
﹤0.01%
1986
2025
Q4
$39.5K
Sell
316
-421
-57%
-$55.5K
﹤0.01%
1735
2025
Q3
$99.4K
Buy
737
+122
+20%
+$15.2K
﹤0.01%
1541
2025
Q2
$73.9K
Buy
615
+343
+126%
+$43.1K
﹤0.01%
1072
2025
Q1
$34.9K
Sell
272
-234
-46%
-$29K
﹤0.01%
1087
2024
Q4
$61.4K
Buy
506
+8
+2%
+$991
﹤0.01%
837
2024
Q3
$61.8K
Hold
498
–
–
0.01%
636
2024
Q2
$52.9K
Buy
498
+214
+75%
+$22.9K
0.01%
634
2024
Q1
$30.5K
Sell
284
-2
-0.7%
-$206
﹤0.01%
588
2023
Q4
$30.2K
Buy
286
+216
+309%
+$20.6K
﹤0.01%
578
2023
Q3
$6.84K
Hold
70
–
–
﹤0.01%
810
2023
Q2
$8.32K
Buy
70
+14
+25%
+$1.77K
﹤0.01%
750
2023
Q1
$7.14K
Buy
56
+6
+12%
+$745
﹤0.01%
760
2022
Q4
$5.87K
Sell
50
-4
-7%
-$470
﹤0.01%
749
2022
Q3
$6K
Buy
54
+1
+2%
+$129
﹤0.01%
744
2022
Q2
$7K
Hold
53
–
–
﹤0.01%
697
2022
Q1
$7K
Sell
53
-5
-9%
-$673
﹤0.01%
700
2021
Q4
$9K
Buy
58
+4
+7%
+$532
﹤0.01%
676
2021
Q3
$7K
Hold
54
–
–
﹤0.01%
705
2021
Q2
$6K
Buy
+54
New
+$6.39K
﹤0.01%
735
Other funds holding CPK
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$5.7T AUM
30.48%
1-Year Est. Return
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$145B AUM
22.78%
1-Year Est. Return
State Street
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$2.9T AUM
29.55%
1-Year Est. Return
Neuberger Berman Group
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$131B AUM
28.36%
1-Year Est. Return
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
Wellington Management Group
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
VPM
Vanguard Portfolio Management
Malvern, Pennsylvania
$1.91T AUM
AllianceBernstein
Nashville, Tennessee
$309B AUM
23.92%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Invesco
Atlanta, Georgia
$653B AUM
32.41%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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