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Clearstead Trust’s Chesapeake Utilities CPK Stock Holding History

Clearstead Trust’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
2025
Q4 		– Sell
-16
Closed -$2.16K – 1121
2025
Q3 		$2.16K Hold
16
– – ﹤0.01% 969
2025
Q2 		$1.92K Buy
+16
New +$2.01K ﹤0.01% 967

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
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
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return

Clearstead Trust's CPK Position: Q4 2025 in Review

Clearstead Trust sold out of Chesapeake Utilities (CPK) in Q4 2025, closing a stake of 16 shares — an estimated $2.16K sold.

Clearstead Trust first reported a position in CPK in Q2 2025 and held it in 2 quarters. The position peaked at $2.16K in Q3 2025. 314 funds tracked by Wall St. Rank hold CPK as of Q4 2025.

  • Clearstead Trust reported no remaining Chesapeake Utilities position as of Q4 2025 after selling out during the quarter.
  • Clearstead Trust sold 16 Chesapeake Utilities shares in Q4 2025, an estimated $2.16K.
  • Clearstead Trust first reported a position in Chesapeake Utilities in Q2 2025 and held it in 2 quarters.
  • Clearstead Trust's Chesapeake Utilities position peaked at $2.16K in Q3 2025.
  • 314 funds tracked by Wall St. Rank held Chesapeake Utilities as of Q4 2025.

Based on Clearstead Trust's 13F filing for Q4 2025, filed 9 Feb 2026.