Covestor’s Chesapeake Utilities CPK Stock Holding History

Covestor’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	$1K	Sell	3 -3	-50%	-$396	﹤0.01%	2056
2026 Q2	$1K	Buy	6 +5	+500%	+$627	﹤0.01%	2098
2026 Q1	$0	Hold	1	–	–	﹤0.01%	2326
2025 Q4	$0	Hold	1	–	–	﹤0.01%	2324
2025 Q3	$0	Hold	1	–	–	﹤0.01%	2343
2025 Q2	$0	Hold	1	–	–	﹤0.01%	2278
2025 Q1	$0	Hold	1	–	–	﹤0.01%	2291
2024 Q4	$0	Hold	1	–	–	﹤0.01%	2298
2024 Q3	$0	Hold	1	–	–	﹤0.01%	2285
2024 Q2	$0	Hold	1	–	–	﹤0.01%	2301
2024 Q1	$0	Hold	1	–	–	﹤0.01%	2301
2023 Q4	$0	Hold	1	–	–	﹤0.01%	2209
2023 Q3	$0	Sell	1 -1	-50%	-$113	﹤0.01%	2184
2023 Q2	$0	Hold	2	–	–	﹤0.01%	2194
2023 Q1	$0	Hold	2	–	–	﹤0.01%	2088
2022 Q4	$0	Hold	2	–	–	﹤0.01%	2123
2022 Q3	$0	Sell	2 -4	-67%	-$518	﹤0.01%	2063
2022 Q2	$1K	Sell	6 -4	-40%	-$522	﹤0.01%	1693
2022 Q1	$1K	Hold	10	–	–	﹤0.01%	1763
2021 Q4	$2K	Buy	+10	New	+$1.33K	﹤0.01%	1525

Other funds holding CPK

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return

Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $45.4B AUM 34.02% 1-Year Est. Return

Tributary Capital Management Omaha, Nebraska $1.09B AUM 35.37% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Covestor's CPK Position: Q3 2026 in Review

Covestor reduced its Chesapeake Utilities (CPK) stake by 50% in Q3 2026, selling an estimated $396 and leaving 3 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #2056.

Covestor first reported a position in CPK in Q4 2021 and has held it in 20 quarters since. The position peaked at $2K in Q4 2021. 193 funds tracked by Wall St. Rank hold CPK as of Q3 2026.

Covestor held 3 shares of Chesapeake Utilities worth $1K as of Q3 2026.
Covestor sold 3 Chesapeake Utilities shares in Q3 2026, an estimated $396.
Chesapeake Utilities made up ﹤0.01% of Covestor's portfolio in Q3 2026, its #2056 holding.
Covestor first reported a position in Chesapeake Utilities in Q4 2021 and has held it in 20 quarters since.
Covestor's Chesapeake Utilities position peaked at $2K in Q4 2021.
193 funds tracked by Wall St. Rank held Chesapeake Utilities as of Q3 2026.

Based on Covestor's 13F filing for Q3 2026, filed 30 Oct 2026.