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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Covestor's CPK Position: Q2 2026 in Review

Covestor increased its Chesapeake Utilities (CPK) stake by 500% in Q2 2026, buying an estimated $627 and bringing the position to 6 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #2098.

Covestor first reported a position in CPK in Q4 2021 and has held it in 19 quarters since. The position peaked at $2K in Q4 2021. 332 funds tracked by Wall St. Rank hold CPK as of Q2 2026.

Covestor held 6 shares of Chesapeake Utilities worth $1K as of Q2 2026.
Covestor bought 5 Chesapeake Utilities shares in Q2 2026, an estimated $627.
Chesapeake Utilities made up ﹤0.01% of Covestor's portfolio in Q2 2026, its #2098 holding.
Covestor first reported a position in Chesapeake Utilities in Q4 2021 and has held it in 19 quarters since.
Covestor's Chesapeake Utilities position peaked at $2K in Q4 2021.
332 funds tracked by Wall St. Rank held Chesapeake Utilities as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.