Copeland Capital Management
CPK icon

Copeland Capital Management’s Chesapeake Utilities CPK Stock Holding History

Copeland Capital Management’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
Q3 		$55.6M Sell
432,870
-12,513
-3% -$1.65M 1.28% 29
2026
Q2 		$54.6M Sell
445,383
-23,273
-5% -$2.92M 1.12% 33
2026
Q1 		$59.2M Sell
468,656
-9,930
-2% -$1.28M 1.32% 26
2025
Q4 		$59.7M Sell
478,586
-26,455
-5% -$3.49M 1.33% 22
2025
Q3 		$68M Sell
505,041
-26,340
-5% -$3.27M 1.42% 17
2025
Q2 		$63.9M Sell
531,381
-49,949
-9% -$6.28M 1.31% 26
2025
Q1 		$74.7M Sell
581,330
-11,600
-2% -$1.44M 1.5% 15
2024
Q4 		$72M Buy
592,930
+459
+0.1% +$56.9K 1.34% 22
2024
Q3 		$73.6M Buy
592,471
+51,164
+9% +$5.98M 1.28% 23
2024
Q2 		$57.5M Buy
541,307
+4,451
+0.8% +$477K 1.08% 37
2024
Q1 		$57.6M Buy
536,856
+14,957
+3% +$1.54M 1.05% 44
2023
Q4 		$55.1M Sell
521,899
-18,037
-3% -$1.72M 1.11% 43
2023
Q3 		$52.8M Buy
539,936
+40,037
+8% +$4.53M 1.13% 39
2023
Q2 		$59.5M Buy
499,899
+16,767
+3% +$2.12M 1.23% 36
2023
Q1 		$61.8M Buy
483,132
+90,456
+23% +$11.2M 1.46% 28
2022
Q4 		$46.4M Buy
392,676
+127,113
+48% +$14.9M 1.22% 38
2022
Q3 		$30.6M Buy
265,563
+4,342
+2% +$562K 1.01% 46
2022
Q2 		$33.8M Sell
261,221
-1,102
-0.4% -$144K 1.07% 44
2022
Q1 		$36.1M Buy
262,323
+4,734
+2% +$637K 1% 50
2021
Q4 		$37.6M Buy
257,589
+6,803
+3% +$905K 0.97% 48
2021
Q3 		$30.1M Buy
250,786
+5,257
+2% +$659K 0.86% 53
2021
Q2 		$29.5M Buy
245,529
+2,437
+1% +$288K 0.89% 52
2021
Q1 		$28.2M Buy
243,092
+954
+0.4% +$103K 0.88% 49
2020
Q4 		$26.2M Sell
242,138
-15,015
-6% -$1.5M 1.03% 46
2020
Q3 		$21.7M Buy
257,153
+84,558
+49% +$6.98M 0.96% 46
2020
Q2 		$14.5M Buy
172,595
+26,904
+18% +$2.34M 0.75% 56
2020
Q1 		$12.5M Buy
145,691
+118,377
+433% +$11M 0.76% 58
2019
Q4 		$2.62M Buy
27,314
+10,187
+59% +$947K 0.11% 118
2019
Q3 		$1.63M Hold
17,127
– – 0.08% 117
2019
Q2 		$1.63M Hold
17,127
– – 0.09% 113
2019
Q1 		$1.56M Buy
17,127
+16,990
+12,401% +$1.51M 0.1% 114
2018
Q4 		$11K Buy
+137
New +$11.5K ﹤0.01% 189

Other funds holding CPK

Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
CCM
Cox Capital Management Andover, Massachusetts $179M AUM 28.94% 1-Year Est. Return
FIM
Fruth Investment Management Houston, Texas $409M AUM 32.01% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SOAMC
Spirit of America Management Corp Syosset, New York $537M AUM 31.71% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
FNFDCM
Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.18B AUM 27.44% 1-Year Est. Return
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
Park National Corp
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

Copeland Capital Management's CPK Position: Q3 2026 in Review

Copeland Capital Management reduced its Chesapeake Utilities (CPK) stake by 2.8% in Q3 2026, selling an estimated $1.65M and leaving 432,870 shares worth $55.6M. The position accounts for 1.28% of the portfolio, ranked #29.

Copeland Capital Management first reported a position in CPK in Q4 2018 and has held it in 32 quarters since. The position peaked at $74.7M in Q1 2025. 26 funds tracked by Wall St. Rank hold CPK as of Q3 2026.

  • Copeland Capital Management held 432,870 shares of Chesapeake Utilities worth $55.6M as of Q3 2026.
  • Copeland Capital Management sold 12,513 Chesapeake Utilities shares in Q3 2026, an estimated $1.65M.
  • Chesapeake Utilities made up 1.28% of Copeland Capital Management's portfolio in Q3 2026, its #29 holding.
  • Copeland Capital Management first reported a position in Chesapeake Utilities in Q4 2018 and has held it in 32 quarters since.
  • Copeland Capital Management's Chesapeake Utilities position peaked at $74.7M in Q1 2025.
  • 26 funds tracked by Wall St. Rank held Chesapeake Utilities as of Q3 2026.

Based on Copeland Capital Management's 13F filing for Q3 2026, filed 13 Oct 2026.