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Fortis Group Advisors’s Chesapeake Utilities CPK Stock Holding History

Fortis Group Advisors’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 		$17.9K Hold
146
– – ﹤0.01% 351
2026
Q1 		$18.4K Hold
146
– – ﹤0.01% 348
2025
Q4 		$18.2K Hold
146
– – ﹤0.01% 350
2025
Q3 		$19.7K Hold
146
– – ﹤0.01% 298
2025
Q2 		$17.6K Hold
146
– – ﹤0.01% 297
2025
Q1 		$18.8K Hold
146
– – ﹤0.01% 258
2024
Q4 		$17.7K Hold
146
– – ﹤0.01% 267
2024
Q3 		$18.1K Hold
146
– – ﹤0.01% 249
2024
Q2 		$15.5K Hold
146
– – ﹤0.01% 258
2024
Q1 		$15.7K Sell
146
-146
-50% -$15.1K ﹤0.01% 277
2023
Q4 		$30.8K Buy
292
+146
+100% +$13.9K 0.01% 197
2023
Q3 		$14.3K Buy
+146
New +$16.5K ﹤0.01% 198
2020
Q3 		$114K Buy
+1,359
New +$112K 0.02% 194

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

Fortis Group Advisors's CPK Position: Q2 2026 in Review

Fortis Group Advisors held its Chesapeake Utilities (CPK) position steady in Q2 2026 at 146 shares worth $17.9K. The position accounts for ﹤0.01% of the portfolio, ranked #351.

Fortis Group Advisors first reported a position in CPK in Q3 2020 and has held it in 13 quarters since. The position peaked at $114K in Q3 2020. 333 funds tracked by Wall St. Rank hold CPK as of Q2 2026.

  • Fortis Group Advisors held 146 shares of Chesapeake Utilities worth $17.9K as of Q2 2026.
  • Fortis Group Advisors left its Chesapeake Utilities share count unchanged in Q2 2026.
  • Chesapeake Utilities made up ﹤0.01% of Fortis Group Advisors's portfolio in Q2 2026, its #351 holding.
  • Fortis Group Advisors first reported a position in Chesapeake Utilities in Q3 2020 and has held it in 13 quarters since.
  • Fortis Group Advisors's Chesapeake Utilities position peaked at $114K in Q3 2020.
  • 333 funds tracked by Wall St. Rank held Chesapeake Utilities as of Q2 2026.

Based on Fortis Group Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.