Envestnet Portfolio Solutions
CPK icon

Envestnet Portfolio Solutions’s Chesapeake Utilities CPK Stock Holding History

Envestnet Portfolio Solutions’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
2025
Q1 		– Sell
-2,957
Closed -$359K – 1581
2024
Q4 		$359K Sell
2,957
-148
-5% -$18.3K ﹤0.01% 1414
2024
Q3 		$386K Buy
3,105
+189
+6% +$22.1K ﹤0.01% 1326
2024
Q2 		$310K Sell
2,916
-58
-2% -$6.21K ﹤0.01% 1364
2024
Q1 		$319K Buy
2,974
+43
+1% +$4.44K ﹤0.01% 1325
2023
Q4 		$310K Sell
2,931
-62
-2% -$5.91K ﹤0.01% 1274
2023
Q3 		$293K Buy
+2,993
New +$339K ﹤0.01% 1241

Other funds holding CPK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Envestnet Portfolio Solutions's CPK Position: Q1 2025 in Review

Envestnet Portfolio Solutions sold out of Chesapeake Utilities (CPK) in Q1 2025, closing a stake of 2,957 shares — an estimated $359K sold.

Envestnet Portfolio Solutions first reported a position in CPK in Q3 2023 and held it in 6 quarters. The position peaked at $386K in Q3 2024. 319 funds tracked by Wall St. Rank hold CPK as of Q1 2025.

  • Envestnet Portfolio Solutions reported no remaining Chesapeake Utilities position as of Q1 2025 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 2,957 Chesapeake Utilities shares in Q1 2025, an estimated $359K.
  • Envestnet Portfolio Solutions first reported a position in Chesapeake Utilities in Q3 2023 and held it in 6 quarters.
  • Envestnet Portfolio Solutions's Chesapeake Utilities position peaked at $386K in Q3 2024.
  • 319 funds tracked by Wall St. Rank held Chesapeake Utilities as of Q1 2025.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2025, filed 21 Apr 2025.