Cladis Investment Advisory’s Chesapeake Utilities CPK Stock Holding History

Cladis Investment Advisory’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	$857K	Sell	7,000 -1,000	-13%	-$125K	0.4%	74
2026 Q1	$1.01M	Hold	8,000	–	–	0.56%	58
2025 Q4	$998K	Hold	8,000	–	–	0.55%	59
2025 Q3	$1.08M	Hold	8,000	–	–	0.62%	52
2025 Q2	$962K	Hold	8,000	–	–	0.6%	54
2025 Q1	$1.03M	Hold	8,000	–	–	0.74%	45
2024 Q4	$971K	Hold	8,000	–	–	0.69%	50
2024 Q3	$993K	Hold	8,000	–	–	0.69%	48
2024 Q2	$850K	Hold	8,000	–	–	0.62%	52
2024 Q1	$858K	Hold	8,000	–	–	0.63%	49
2023 Q4	$845K	Hold	8,000	–	–	0.66%	48
2023 Q3	$782K	Hold	8,000	–	–	0.68%	50
2023 Q2	$952K	Hold	8,000	–	–	0.83%	39
2023 Q1	$1.02M	Hold	8,000	–	–	0.92%	33
2022 Q4	$945K	Hold	8,000	–	–	0.94%	33
2022 Q3	$923K	Hold	8,000	–	–	1%	31
2022 Q2	$1.04M	Hold	8,000	–	–	1.04%	28
2022 Q1	$1.1M	Hold	8,000	–	–	0.89%	34
2021 Q4	$1.17M	Buy	+8,000	New	+$1.06M	0.94%	32

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 $3.38T AUM 44.17% 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

Cladis Investment Advisory's CPK Position: Q2 2026 in Review

Cladis Investment Advisory reduced its Chesapeake Utilities (CPK) stake by 13% in Q2 2026, selling an estimated $125K and leaving 7,000 shares worth $857K. The position accounts for 0.4% of the portfolio, ranked #74.

Cladis Investment Advisory first reported a position in CPK in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.17M in Q4 2021. 333 funds tracked by Wall St. Rank hold CPK as of Q2 2026.

Cladis Investment Advisory held 7,000 shares of Chesapeake Utilities worth $857K as of Q2 2026.
Cladis Investment Advisory sold 1,000 Chesapeake Utilities shares in Q2 2026, an estimated $125K.
Chesapeake Utilities made up 0.4% of Cladis Investment Advisory's portfolio in Q2 2026, its #74 holding.
Cladis Investment Advisory first reported a position in Chesapeake Utilities in Q4 2021 and has held it in 19 quarters since.
Cladis Investment Advisory's Chesapeake Utilities position peaked at $1.17M in Q4 2021.
333 funds tracked by Wall St. Rank held Chesapeake Utilities as of Q2 2026.

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