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 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 $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Covestor's CPK Position: Q1 2026 in Review

Covestor held its Chesapeake Utilities (CPK) position steady in Q1 2026 at 1 share worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #2326.

Covestor first reported a position in CPK in Q4 2021 and has held it in 18 quarters since. The position peaked at $2K in Q4 2021. 340 funds tracked by Wall St. Rank hold CPK as of Q1 2026.

Covestor held 1 share of Chesapeake Utilities worth $0 as of Q1 2026.
Covestor left its Chesapeake Utilities share count unchanged in Q1 2026.
Chesapeake Utilities made up ﹤0.01% of Covestor's portfolio in Q1 2026, its #2326 holding.
Covestor first reported a position in Chesapeake Utilities in Q4 2021 and has held it in 18 quarters since.
Covestor's Chesapeake Utilities position peaked at $2K in Q4 2021.
340 funds tracked by Wall St. Rank held Chesapeake Utilities as of Q1 2026.

Based on Covestor's 13F filing for Q1 2026, filed 5 May 2026.