FourThought Financial Partners’s Chesapeake Utilities CPK Stock Holding History

FourThought Financial Partners’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	$2.51M	Hold	20,500	–	–	0.19%	103
2026 Q1	$2.59M	Hold	20,500	–	–	0.22%	96
2025 Q4	$2.56M	Sell	20,500 -15,000	-42%	-$1.98M	0.22%	94
2025 Q3	$4.78M	Hold	35,500	–	–	0.42%	67
2025 Q2	$4.27M	Hold	35,500	–	–	0.42%	67
2025 Q1	$4.56M	Sell	35,500 -2,667	-7%	-$331K	0.48%	60
2024 Q4	$4.63M	Buy	+38,167	New	+$4.73M	0.48%	60

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

FourThought Financial Partners's CPK Position: Q2 2026 in Review

FourThought Financial Partners held its Chesapeake Utilities (CPK) position steady in Q2 2026 at 20,500 shares worth $2.51M. The position accounts for 0.19% of the portfolio, ranked #103.

FourThought Financial Partners first reported a position in CPK in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.78M in Q3 2025. 332 funds tracked by Wall St. Rank hold CPK as of Q2 2026.

FourThought Financial Partners held 20,500 shares of Chesapeake Utilities worth $2.51M as of Q2 2026.
FourThought Financial Partners left its Chesapeake Utilities share count unchanged in Q2 2026.
Chesapeake Utilities made up 0.19% of FourThought Financial Partners's portfolio in Q2 2026, its #103 holding.
FourThought Financial Partners first reported a position in Chesapeake Utilities in Q4 2024 and has held it in 7 quarters since.
FourThought Financial Partners's Chesapeake Utilities position peaked at $4.78M in Q3 2025.
332 funds tracked by Wall St. Rank held Chesapeake Utilities as of Q2 2026.

Based on FourThought Financial Partners's 13F filing for Q2 2026, filed 12 Aug 2026.