Focus Partners Wealth
CPK icon

Focus Partners Wealth’s Chesapeake Utilities CPK Stock Holding History

Focus Partners Wealth’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
Q4 		– Sell
-2,343
Closed -$299K – 2694
2025
Q3 		$299K Sell
2,343
-85
-4% -$10.6K ﹤0.01% 1842
2025
Q2 		$292K Buy
+2,428
New +$305K ﹤0.01% 1692

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Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Wellington Management Group
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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
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return

Focus Partners Wealth's CPK Position: Q4 2025 in Review

Focus Partners Wealth sold out of Chesapeake Utilities (CPK) in Q4 2025, closing a stake of 2,343 shares — an estimated $299K sold.

Focus Partners Wealth first reported a position in CPK in Q2 2025 and held it in 2 quarters. The position peaked at $299K in Q3 2025. 314 funds tracked by Wall St. Rank hold CPK as of Q4 2025.

  • Focus Partners Wealth reported no remaining Chesapeake Utilities position as of Q4 2025 after selling out during the quarter.
  • Focus Partners Wealth sold 2,343 Chesapeake Utilities shares in Q4 2025, an estimated $299K.
  • Focus Partners Wealth first reported a position in Chesapeake Utilities in Q2 2025 and held it in 2 quarters.
  • Focus Partners Wealth's Chesapeake Utilities position peaked at $299K in Q3 2025.
  • 314 funds tracked by Wall St. Rank held Chesapeake Utilities as of Q4 2025.

Based on Focus Partners Wealth's 13F filing for Q4 2025, filed 13 Feb 2026.