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Belpointe Asset Management’s Chesapeake Utilities CPK Stock Holding History

Belpointe Asset Management’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
-1,586
Closed -$200K – 1136
2026
Q1 		$200K Buy
+1,586
New +$204K 0.01% 1027
2025
Q4 		– Sell
-1,579
Closed -$213K – 1037
2025
Q3 		$213K Buy
+1,579
New +$196K 0.01% 910
2025
Q2 		– Sell
-1,603
Closed -$206K – 955
2025
Q1 		$206K Buy
+1,603
New +$199K 0.01% 853
2023
Q2 		– Sell
-1,646
Closed -$211K – 1125
2023
Q1 		$211K Buy
1,646
+189
+13% +$23.5K 0.01% 908
2022
Q4 		$172K Sell
1,457
-359
-20% -$42.2K 0.01% 965
2022
Q3 		$209K Buy
1,816
+297
+20% +$38.5K 0.01% 815
2022
Q2 		$197K Buy
1,519
+34
+2% +$4.44K 0.01% 830
2022
Q1 		$205K Buy
1,485
+221
+17% +$29.7K 0.01% 899
2021
Q4 		$184K Hold
1,264
– – 0.01% 930
2021
Q3 		$152K Hold
1,264
– – 0.01% 974
2021
Q2 		$152K Buy
+1,264
New +$150K 0.01% 944

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

Belpointe Asset Management's CPK Position: Q2 2026 in Review

Belpointe Asset Management sold out of Chesapeake Utilities (CPK) in Q2 2026, closing a stake of 1,586 shares — an estimated $200K sold.

Belpointe Asset Management first reported a position in CPK in Q2 2021 and held it in 11 quarters. The position peaked at $213K in Q3 2025. 332 funds tracked by Wall St. Rank hold CPK as of Q2 2026.

  • Belpointe Asset Management reported no remaining Chesapeake Utilities position as of Q2 2026 after selling out during the quarter.
  • Belpointe Asset Management sold 1,586 Chesapeake Utilities shares in Q2 2026, an estimated $200K.
  • Belpointe Asset Management first reported a position in Chesapeake Utilities in Q2 2021 and held it in 11 quarters.
  • Belpointe Asset Management's Chesapeake Utilities position peaked at $213K in Q3 2025.
  • 332 funds tracked by Wall St. Rank held Chesapeake Utilities as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.