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Clearstead Advisors’s Chesapeake Utilities CPK Stock Holding History

Clearstead 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 		$1.84K Buy
+15
New +$1.88K ﹤0.01% 2514
2025
Q4 		– Sell
-2,250
Closed -$303K – 2854
2025
Q3 		$303K Hold
2,250
– – ﹤0.01% 778
2025
Q2 		$270K Hold
2,250
– – ﹤0.01% 802
2025
Q1 		$289K Buy
+2,250
New +$279K ﹤0.01% 722

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

Clearstead Advisors's CPK Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Chesapeake Utilities (CPK) in Q2 2026: 15 shares worth $1.84K. The stake represents ﹤0.01% of the portfolio and ranks #2514 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in CPK as recently as Q3 2025.

Clearstead Advisors first reported a position in CPK in Q1 2025 and has held it in 4 quarters since. The position peaked at $303K in Q3 2025. 333 funds tracked by Wall St. Rank hold CPK as of Q2 2026.

  • Clearstead Advisors held 15 shares of Chesapeake Utilities worth $1.84K as of Q2 2026.
  • Chesapeake Utilities was a new Clearstead Advisors position in Q2 2026.
  • Chesapeake Utilities made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2514 holding.
  • Clearstead Advisors first reported a position in Chesapeake Utilities in Q1 2025 and has held it in 4 quarters since.
  • Clearstead Advisors's Chesapeake Utilities position peaked at $303K in Q3 2025.
  • 333 funds tracked by Wall St. Rank held Chesapeake Utilities as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.