Cerity Partners
CPK icon

Cerity Partners’s Chesapeake Utilities CPK Stock Holding History

Cerity Partners’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 		$447K Buy
3,650
+1,271
+53% +$159K ﹤0.01% 2503
2026
Q1 		$301K Buy
+2,379
New +$306K ﹤0.01% 2609
2024
Q4 		– Sell
-1,867
Closed -$232K – 2464
2024
Q3 		$232K Buy
+1,867
New +$218K ﹤0.01% 2231

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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

Cerity Partners's CPK Position: Q2 2026 in Review

Cerity Partners increased its Chesapeake Utilities (CPK) stake by 53% in Q2 2026, buying an estimated $159K and bringing the position to 3,650 shares worth $447K. The position accounts for ﹤0.01% of the portfolio, ranked #2503.

Cerity Partners first reported a position in CPK in Q3 2024 and has held it in 3 quarters since. 333 funds tracked by Wall St. Rank hold CPK as of Q2 2026.

  • Cerity Partners held 3,650 shares of Chesapeake Utilities worth $447K as of Q2 2026.
  • Cerity Partners bought 1,271 Chesapeake Utilities shares in Q2 2026, an estimated $159K.
  • Chesapeake Utilities made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2503 holding.
  • Cerity Partners first reported a position in Chesapeake Utilities in Q3 2024 and has held it in 3 quarters since.
  • 333 funds tracked by Wall St. Rank held Chesapeake Utilities as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.