Centerpoint Advisors’s Chesapeake Utilities CPK Stock Holding History

Centerpoint 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	$19K	Sell	155 -1	-0.6%	-$125	0.01%	271
2026 Q1	$20K	Hold	156	–	–	0.01%	239
2025 Q4	$19K	Hold	156	–	–	0.01%	256
2025 Q3	$21K	Sell	156 -2	-1%	-$248	0.01%	242
2025 Q2	$19K	Hold	158	–	–	0.01%	250
2025 Q1	$20K	Hold	158	–	–	0.01%	237
2024 Q4	$19K	Hold	158	–	–	0.01%	270
2024 Q3	$20K	Buy	158 +27	+21%	+$3.15K	0.01%	268
2024 Q2	$14K	Sell	131 -1	-0.8%	-$107	0.01%	318
2024 Q1	$14K	Hold	132	–	–	0.01%	304
2023 Q4	$14K	Hold	132	–	–	0.01%	303
2023 Q3	$13K	Buy	132 +22	+20%	+$2.49K	0.01%	305
2023 Q2	$13K	Hold	110	–	–	0.01%	319
2023 Q1	$14K	Buy	110 +42	+62%	+$5.21K	0.01%	318
2022 Q4	$8K	Buy	+68	New	+$7.98K	﹤0.01%	321

Other funds holding CPK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Centerpoint Advisors's CPK Position: Q2 2026 in Review

Centerpoint Advisors reduced its Chesapeake Utilities (CPK) stake by 0.64% in Q2 2026, selling an estimated $125 and leaving 155 shares worth $19K. The position accounts for 0.01% of the portfolio, ranked #271.

Centerpoint Advisors first reported a position in CPK in Q4 2022 and has held it in 15 quarters since. The position peaked at $21K in Q3 2025. 332 funds tracked by Wall St. Rank hold CPK as of Q2 2026.

Centerpoint Advisors held 155 shares of Chesapeake Utilities worth $19K as of Q2 2026.
Centerpoint Advisors sold 1 Chesapeake Utilities share in Q2 2026, an estimated $125.
Chesapeake Utilities made up 0.01% of Centerpoint Advisors's portfolio in Q2 2026, its #271 holding.
Centerpoint Advisors first reported a position in Chesapeake Utilities in Q4 2022 and has held it in 15 quarters since.
Centerpoint Advisors's Chesapeake Utilities position peaked at $21K in Q3 2025.
332 funds tracked by Wall St. Rank held Chesapeake Utilities as of Q2 2026.

Based on Centerpoint Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.