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Evergreen Capital Management’s Chesapeake Utilities CPK Stock Holding History

Evergreen Capital Management’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 		$213K Sell
1,730
-3
-0.2% -$376 ﹤0.01% 1434
2026
Q1 		$220K Sell
1,733
-39
-2% -$5.02K ﹤0.01% 1330
2025
Q4 		$223K Sell
1,772
-916
-34% -$121K 0.01% 1238
2025
Q3 		$363K Buy
+2,688
New +$334K 0.01% 833
2025
Q2 		– Sell
-2,135
Closed -$276K – 1161
2025
Q1 		$276K Buy
2,135
+407
+24% +$50.5K 0.01% 799
2024
Q4 		$211K Buy
1,728
+17
+1% +$2.11K 0.01% 961
2024
Q3 		$214K Buy
+1,711
New +$200K 0.01% 900

Other funds holding CPK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Evergreen Capital Management's CPK Position: Q2 2026 in Review

Evergreen Capital Management reduced its Chesapeake Utilities (CPK) stake by 0.17% in Q2 2026, selling an estimated $376 and leaving 1,730 shares worth $213K. The position accounts for ﹤0.01% of the portfolio, ranked #1434.

Evergreen Capital Management first reported a position in CPK in Q3 2024 and has held it in 7 quarters since. The position peaked at $363K in Q3 2025. 333 funds tracked by Wall St. Rank hold CPK as of Q2 2026.

  • Evergreen Capital Management held 1,730 shares of Chesapeake Utilities worth $213K as of Q2 2026.
  • Evergreen Capital Management sold 3 Chesapeake Utilities shares in Q2 2026, an estimated $376.
  • Chesapeake Utilities made up ﹤0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #1434 holding.
  • Evergreen Capital Management first reported a position in Chesapeake Utilities in Q3 2024 and has held it in 7 quarters since.
  • Evergreen Capital Management's Chesapeake Utilities position peaked at $363K in Q3 2025.
  • 333 funds tracked by Wall St. Rank held Chesapeake Utilities as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.