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Bare Financial Services’s Chesapeake Utilities CPK Stock Holding History

Bare Financial Services’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 		$9.06K Buy
74
+43
+139% +$5.39K ﹤0.01% 623
2026
Q1 		$3.92K Buy
31
+6
+24% +$773 ﹤0.01% 751
2025
Q4 		$3.12K Buy
25
+5
+25% +$660 ﹤0.01% 709
2025
Q3 		$2.69K Sell
20
-43
-68% -$5.34K ﹤0.01% 736
2025
Q2 		$7.57K Buy
63
+57
+950% +$7.17K ﹤0.01% 268
2025
Q1 		$771 Buy
+6
New +$744 ﹤0.01% 616

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

Bare Financial Services's CPK Position: Q2 2026 in Review

Bare Financial Services increased its Chesapeake Utilities (CPK) stake by 139% in Q2 2026, buying an estimated $5.39K and bringing the position to 74 shares worth $9.06K. The position accounts for ﹤0.01% of the portfolio, ranked #623.

Bare Financial Services first reported a position in CPK in Q1 2025 and has held it in 6 quarters since. 333 funds tracked by Wall St. Rank hold CPK as of Q2 2026.

  • Bare Financial Services held 74 shares of Chesapeake Utilities worth $9.06K as of Q2 2026.
  • Bare Financial Services bought 43 Chesapeake Utilities shares in Q2 2026, an estimated $5.39K.
  • Chesapeake Utilities made up ﹤0.01% of Bare Financial Services's portfolio in Q2 2026, its #623 holding.
  • Bare Financial Services first reported a position in Chesapeake Utilities in Q1 2025 and has held it in 6 quarters since.
  • 333 funds tracked by Wall St. Rank held Chesapeake Utilities as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.