Envestnet Asset Management’s Chesapeake Utilities CPK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$15.1M Sell
123,171
-2,336
-2% -$293K ﹤0.01% 1658
2026
Q1
$15.9M Buy
125,507
+3,965
+3% +$511K ﹤0.01% 1507
2025
Q4
$15.2M Sell
121,542
-1,808
-1% -$239K ﹤0.01% 1401
2025
Q3
$16.6M Sell
123,350
-446
-0.4% -$55.4K ﹤0.01% 1408
2025
Q2
$14.9M Buy
123,796
+10,422
+9% +$1.31M ﹤0.01% 1454
2025
Q1
$14.6M Buy
113,374
+3,901
+4% +$484K ﹤0.01% 1406
2024
Q4
$13.3M Buy
109,473
+7,585
+7% +$940K ﹤0.01% 1455
2024
Q3
$12.7M Buy
101,888
+782
+0.8% +$91.3K ﹤0.01% 1470
2024
Q2
$10.7M Buy
101,106
+1,065
+1% +$114K ﹤0.01% 1508
2024
Q1
$10.7M Buy
100,041
+8,600
+9% +$888K ﹤0.01% 1484
2023
Q4
$9.66M Buy
91,441
+216
+0.2% +$20.6K ﹤0.01% 1462
2023
Q3
$8.92M Buy
91,225
+23,048
+34% +$2.61M ﹤0.01% 1448
2023
Q2
$8.11M Buy
68,177
+4,017
+6% +$508K ﹤0.01% 1417
2023
Q1
$8.21M Buy
64,160
+4,767
+8% +$592K ﹤0.01% 1349
2022
Q4
$7.02M Buy
59,393
+1,293
+2% +$152K ﹤0.01% 1401
2022
Q3
$6.7M Buy
58,100
+799
+1% +$103K ﹤0.01% 1362
2022
Q2
$7.42M Buy
57,301
+857
+2% +$112K ﹤0.01% 1306
2022
Q1
$7.78M Buy
56,444
+4,823
+9% +$649K ﹤0.01% 1358
2021
Q4
$7.53M Buy
51,621
+1,833
+4% +$244K ﹤0.01% 1359
2021
Q3
$5.98M Buy
49,788
+1,802
+4% +$226K ﹤0.01% 1417
2021
Q2
$5.77M Buy
47,986
+1,264
+3% +$150K ﹤0.01% 1422
2021
Q1
$5.42M Buy
46,722
+1,247
+3% +$135K ﹤0.01% 1372
2020
Q4
$4.92M Buy
45,475
+1,605
+4% +$161K ﹤0.01% 1282
2020
Q3
$3.7M Buy
43,870
+4,119
+10% +$340K ﹤0.01% 1306
2020
Q2
$3.34M Buy
39,751
+4,612
+13% +$401K ﹤0.01% 1320
2020
Q1
$3.01M Buy
35,139
+10,826
+45% +$1.01M ﹤0.01% 1230
2019
Q4
$2.33M Buy
24,313
+10,422
+75% +$969K ﹤0.01% 1513
2019
Q3
$1.32M Buy
13,891
+858
+7% +$80.2K ﹤0.01% 1778
2019
Q2
$1.24M Buy
13,033
+1,866
+17% +$173K ﹤0.01% 1805
2019
Q1
$1.02M Sell
11,167
-1,702
-13% -$151K ﹤0.01% 1900
2018
Q4
$1.05M Buy
+12,869
New +$1.08M ﹤0.01% 1723
2018
Q3
Sell
-2,096
Closed -$167K 1514
2018
Q2
$167K Sell
2,096
-102
-5% -$7.78K ﹤0.01% 1751
2018
Q1
$155K Sell
2,198
-178
-7% -$12.7K ﹤0.01% 1731
2017
Q4
$186K Sell
2,376
-157
-6% -$12.7K ﹤0.01% 1875
2017
Q3
$198K Sell
2,533
-281
-10% -$22K ﹤0.01% 1842
2017
Q2
$211K Buy
2,814
+2
+0.1% +$146 ﹤0.01% 1858
2017
Q1
$194K Buy
2,812
+46
+2% +$3.06K ﹤0.01% 1934
2016
Q4
$186K Buy
2,766
+391
+16% +$25K ﹤0.01% 1920
2016
Q3
$145K Sell
2,375
-465
-16% -$29.8K ﹤0.01% 2173
2016
Q2
$188K Buy
2,840
+489
+21% +$29.4K ﹤0.01% 2124
2016
Q1
$148K Buy
+2,351
New +$143K ﹤0.01% 2226
2015
Q1
Sell
-239
Closed -$12K 2093
2014
Q4
$12K Buy
239
+19
+9% +$875 ﹤0.01% 1903
2014
Q3
$9K Buy
220
+65
+42% +$2.93K ﹤0.01% 2150
2014
Q2
$7K Buy
155
+132
+574% +$5.73K ﹤0.01% 2167
2014
Q1
$1K Hold
23
﹤0.01% 2393
2013
Q4
$1K Hold
23
﹤0.01% 2329
2013
Q3
$1K Hold
23
﹤0.01% 2257
2013
Q2
$1K Buy
+23
New +$799 ﹤0.01% 2186

Other funds holding CPK

Envestnet Asset Management's CPK Position: Q2 2026 in Review

Envestnet Asset Management reduced its Chesapeake Utilities (CPK) stake by 1.9% in Q2 2026, selling an estimated $293K and leaving 123,171 shares worth $15.1M. The position accounts for ﹤0.01% of the portfolio, ranked #1658.

Envestnet Asset Management first reported a position in CPK in Q2 2013 and has held it in 48 quarters since. The position peaked at $16.6M in Q3 2025. 332 funds tracked by Wall St. Rank hold CPK as of Q2 2026.

  • Envestnet Asset Management held 123,171 shares of Chesapeake Utilities worth $15.1M as of Q2 2026.
  • Envestnet Asset Management sold 2,336 Chesapeake Utilities shares in Q2 2026, an estimated $293K.
  • Chesapeake Utilities made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #1658 holding.
  • Envestnet Asset Management first reported a position in Chesapeake Utilities in Q2 2013 and has held it in 48 quarters since.
  • Envestnet Asset Management's Chesapeake Utilities position peaked at $16.6M in Q3 2025.
  • 332 funds tracked by Wall St. Rank held Chesapeake Utilities as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.