Forvis Mazars Wealth Advisors’s Chesapeake Utilities CPK Stock Holding History

Forvis Mazars Wealth 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	$378K	Hold	3,088	–	–	0.01%	345
2026 Q1	$390K	Hold	3,088	–	–	0.01%	319
2025 Q4	$385K	Hold	3,088	–	–	0.01%	317
2025 Q3	$416K	Hold	3,088	–	–	0.01%	315
2025 Q2	$371K	Buy	3,088 +3	+0.1%	+$377	0.01%	333
2025 Q1	$396K	Hold	3,085	–	–	0.01%	322
2024 Q4	$374K	Hold	3,085	–	–	0.01%	348
2024 Q3	$383K	Hold	3,085	–	–	0.01%	347
2024 Q2	$328K	Hold	3,085	–	–	0.01%	342
2024 Q1	$331K	Hold	3,085	–	–	0.01%	334
2023 Q4	$326K	Hold	3,085	–	–	0.01%	329
2023 Q3	$302K	Buy	3,085 +1	+0%	+$113	0.01%	333
2023 Q2	$367K	Hold	3,084	–	–	0.01%	330
2023 Q1	$395K	Hold	3,084	–	–	0.01%	292
2022 Q4	$365K	Hold	3,084	–	–	0.01%	299
2022 Q3	$356K	Sell	3,084 -1	-0%	-$129	0.01%	296
2022 Q2	$400K	Buy	+3,085	New	+$403K	0.02%	282

Other funds holding CPK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Forvis Mazars Wealth Advisors's CPK Position: Q2 2026 in Review

Forvis Mazars Wealth Advisors held its Chesapeake Utilities (CPK) position steady in Q2 2026 at 3,088 shares worth $378K. The position accounts for 0.01% of the portfolio, ranked #345.

Forvis Mazars Wealth Advisors first reported a position in CPK in Q2 2022 and has held it in 17 quarters since. The position peaked at $416K in Q3 2025. 332 funds tracked by Wall St. Rank hold CPK as of Q2 2026.

Forvis Mazars Wealth Advisors held 3,088 shares of Chesapeake Utilities worth $378K as of Q2 2026.
Forvis Mazars Wealth Advisors left its Chesapeake Utilities share count unchanged in Q2 2026.
Chesapeake Utilities made up 0.01% of Forvis Mazars Wealth Advisors's portfolio in Q2 2026, its #345 holding.
Forvis Mazars Wealth Advisors first reported a position in Chesapeake Utilities in Q2 2022 and has held it in 17 quarters since.
Forvis Mazars Wealth Advisors's Chesapeake Utilities position peaked at $416K in Q3 2025.
332 funds tracked by Wall St. Rank held Chesapeake Utilities as of Q2 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.