Corient Private Wealth
CPK icon

Corient Private Wealth’s Chesapeake Utilities CPK Stock Holding History

Corient Private Wealth’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 		$836K Buy
6,828
+114
+2% +$14.3K ﹤0.01% 1916
2026
Q1 		$848K Sell
6,714
-151
-2% -$19.4K ﹤0.01% 1746
2025
Q4 		$857K Buy
6,865
+38
+0.6% +$5.01K ﹤0.01% 1584
2025
Q3 		$920K Buy
6,827
+3,254
+91% +$404K ﹤0.01% 1471
2025
Q2 		$430K Sell
3,573
-44
-1% -$5.54K ﹤0.01% 1787
2025
Q1 		$465K Sell
3,617
-4,196
-54% -$521K ﹤0.01% 1634
2024
Q4 		$948K Buy
7,813
+64
+0.8% +$7.93K ﹤0.01% 1343
2024
Q3 		$962K Buy
7,749
+5
+0.1% +$584 ﹤0.01% 1421
2024
Q2 		$822K Sell
7,744
-51
-0.7% -$5.46K ﹤0.01% 1405
2024
Q1 		$836K Buy
7,795
+10
+0.1% +$1.03K ﹤0.01% 1375
2023
Q4 		$822K Buy
7,785
+2,737
+54% +$261K ﹤0.01% 1367
2023
Q3 		$493K Sell
5,048
-789
-14% -$89.4K ﹤0.01% 1509
2023
Q2 		$695K Buy
5,837
+50
+0.9% +$6.33K ﹤0.01% 1293
2023
Q1 		$741K Buy
+5,787
New +$718K ﹤0.01% 1211

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

Corient Private Wealth's CPK Position: Q2 2026 in Review

Corient Private Wealth increased its Chesapeake Utilities (CPK) stake by 1.7% in Q2 2026, buying an estimated $14.3K and bringing the position to 6,828 shares worth $836K. The position accounts for ﹤0.01% of the portfolio, ranked #1916.

Corient Private Wealth first reported a position in CPK in Q1 2023 and has held it in 14 quarters since. The position peaked at $962K in Q3 2024. 332 funds tracked by Wall St. Rank hold CPK as of Q2 2026.

  • Corient Private Wealth held 6,828 shares of Chesapeake Utilities worth $836K as of Q2 2026.
  • Corient Private Wealth bought 114 Chesapeake Utilities shares in Q2 2026, an estimated $14.3K.
  • Chesapeake Utilities made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1916 holding.
  • Corient Private Wealth first reported a position in Chesapeake Utilities in Q1 2023 and has held it in 14 quarters since.
  • Corient Private Wealth's Chesapeake Utilities position peaked at $962K in Q3 2024.
  • 332 funds tracked by Wall St. Rank held Chesapeake Utilities as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.