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CBIZ Investment Advisory Services’s Chesapeake Utilities CPK Stock Holding History

CBIZ Investment Advisory 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 		$4.57K Hold
36
– – ﹤0.01% 235
2026
Q1 		$4.57K Sell
36
-190
-84% -$24.5K ﹤0.01% 235
2025
Q4 		$28.4K Sell
226
-4
-2% -$528 ﹤0.01% 212
2025
Q3 		$31.1K Buy
230
+35
+18% +$4.35K ﹤0.01% 188
2025
Q2 		$23.6K Buy
195
+2
+1% +$252 ﹤0.01% 243
2025
Q1 		$24.9K Hold
193
– – ﹤0.01% 198
2024
Q4 		$23.6K Buy
193
+54
+39% +$6.69K ﹤0.01% 198
2024
Q3 		$17.4K Buy
139
+9
+7% +$1.05K ﹤0.01% 214
2024
Q2 		$13.9K Hold
130
– – ﹤0.01% 220
2024
Q1 		$14K Buy
+130
New +$13.4K ﹤0.01% 227

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

CBIZ Investment Advisory Services's CPK Position: Q2 2026 in Review

CBIZ Investment Advisory Services held its Chesapeake Utilities (CPK) position steady in Q2 2026 at 36 shares worth $4.57K. The position accounts for ﹤0.01% of the portfolio, ranked #235.

CBIZ Investment Advisory Services first reported a position in CPK in Q1 2024 and has held it in 10 quarters since. The position peaked at $31.1K in Q3 2025. 333 funds tracked by Wall St. Rank hold CPK as of Q2 2026.

  • CBIZ Investment Advisory Services held 36 shares of Chesapeake Utilities worth $4.57K as of Q2 2026.
  • CBIZ Investment Advisory Services left its Chesapeake Utilities share count unchanged in Q2 2026.
  • Chesapeake Utilities made up ﹤0.01% of CBIZ Investment Advisory Services's portfolio in Q2 2026, its #235 holding.
  • CBIZ Investment Advisory Services first reported a position in Chesapeake Utilities in Q1 2024 and has held it in 10 quarters since.
  • CBIZ Investment Advisory Services's Chesapeake Utilities position peaked at $31.1K in Q3 2025.
  • 333 funds tracked by Wall St. Rank held Chesapeake Utilities as of Q2 2026.

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