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Bell Investment Advisors’s Chesapeake Utilities CPK Stock Holding History

Bell Investment Advisors’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 		$3.92K Buy
32
+12
+60% +$1.5K ﹤0.01% 1081
2026
Q1 		$2.53K Sell
20
-3
-13% -$386 ﹤0.01% 1241
2025
Q4 		$2.87K Sell
23
-30
-57% -$3.96K ﹤0.01% 1215
2025
Q3 		$7.14K Hold
53
– – ﹤0.01% 766
2025
Q2 		$6.37K Hold
53
– – ﹤0.01% 870
2025
Q1 		$6.81K Buy
53
+4
+8% +$496 ﹤0.01% 766
2024
Q4 		$5.95K Hold
49
– – ﹤0.01% 851
2024
Q3 		$6.08K Sell
49
-5
-9% -$584 ﹤0.01% 833
2024
Q2 		$5.74K Sell
54
-5
-8% -$535 ﹤0.01% 852
2024
Q1 		$6.33K Buy
59
+31
+111% +$3.2K ﹤0.01% 796
2023
Q4 		$2.96K Sell
28
-4
-13% -$381 ﹤0.01% 1160
2023
Q3 		$3.13K Sell
32
-6
-16% -$680 ﹤0.01% 1062
2023
Q2 		$4.52K Sell
38
-5
-12% -$633 ﹤0.01% 872
2023
Q1 		$5.5K Buy
43
+14
+48% +$1.74K ﹤0.01% 734
2022
Q4 		$3.43K Buy
+29
New +$3.4K ﹤0.01% 1003
2022
Q3 		– Sell
-28
Closed -$4K – 1761
2022
Q2 		$4K Buy
+28
New +$3.65K ﹤0.01% 780
2021
Q4 		$2K Sell
15
-1
-6% -$133 ﹤0.01% 1114
2021
Q3 		$2K Buy
+16
New +$2.01K ﹤0.01% 1046

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 $3.38T AUM 44.17% 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

Bell Investment Advisors's CPK Position: Q2 2026 in Review

Bell Investment Advisors increased its Chesapeake Utilities (CPK) stake by 60% in Q2 2026, buying an estimated $1.5K and bringing the position to 32 shares worth $3.92K. The position accounts for ﹤0.01% of the portfolio, ranked #1081.

Bell Investment Advisors first reported a position in CPK in Q3 2021 and has held it in 18 quarters since. The position peaked at $7.14K in Q3 2025. 333 funds tracked by Wall St. Rank hold CPK as of Q2 2026.

  • Bell Investment Advisors held 32 shares of Chesapeake Utilities worth $3.92K as of Q2 2026.
  • Bell Investment Advisors bought 12 Chesapeake Utilities shares in Q2 2026, an estimated $1.5K.
  • Chesapeake Utilities made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #1081 holding.
  • Bell Investment Advisors first reported a position in Chesapeake Utilities in Q3 2021 and has held it in 18 quarters since.
  • Bell Investment Advisors's Chesapeake Utilities position peaked at $7.14K in Q3 2025.
  • 333 funds tracked by Wall St. Rank held Chesapeake Utilities as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.