CPG
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Cornerstone Planning Group’s Chesapeake Utilities CPK Stock Holding History

Cornerstone Planning Group’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 		$21.2K Buy
157
+1
+0.6% +$125 ﹤0.01% 663
2026
Q1 		$19.6K Buy
156
+6
+4% +$773 ﹤0.01% 678
2025
Q4 		$18.9K Hold
150
– – ﹤0.01% 601
2025
Q3 		$19.3K Buy
150
+138
+1,150% +$17.1K ﹤0.01% 594
2025
Q2 		$1.44K Sell
12
-38
-76% -$4.78K ﹤0.01% 1027
2025
Q1 		$6.64K Buy
50
+38
+317% +$4.71K ﹤0.01% 657
2024
Q4 		$1.49K Hold
12
– – ﹤0.01% 869
2024
Q3 		$1.45K Hold
12
– – ﹤0.01% 852
2024
Q2 		$1.38K Hold
12
– – ﹤0.01% 875
2024
Q1 		$1.32K Hold
12
– – ﹤0.01% 729
2023
Q4 		$1.27K Hold
12
– – ﹤0.01% 693
2023
Q3 		$1.17K Sell
12
-34
-74% -$3.85K ﹤0.01% 757
2023
Q2 		$5.47K Buy
+46
New +$5.82K ﹤0.01% 862
2022
Q4 		$5.55K Buy
+46
New +$5.4K ﹤0.01% 852

Other funds holding CPK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TCM
Tributary Capital Management Omaha, Nebraska $1.22B AUM 44.12% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Cornerstone Planning Group's CPK Position: Q2 2026 in Review

Cornerstone Planning Group increased its Chesapeake Utilities (CPK) stake by 0.64% in Q2 2026, buying an estimated $125 and bringing the position to 157 shares worth $21.2K. The position accounts for ﹤0.01% of the portfolio, ranked #663.

Cornerstone Planning Group first reported a position in CPK in Q4 2022 and has held it in 14 quarters since. 162 funds tracked by Wall St. Rank hold CPK as of Q2 2026.

  • Cornerstone Planning Group held 157 shares of Chesapeake Utilities worth $21.2K as of Q2 2026.
  • Cornerstone Planning Group bought 1 Chesapeake Utilities share in Q2 2026, an estimated $125.
  • Chesapeake Utilities made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #663 holding.
  • Cornerstone Planning Group first reported a position in Chesapeake Utilities in Q4 2022 and has held it in 14 quarters since.
  • 162 funds tracked by Wall St. Rank held Chesapeake Utilities as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.