Gradient Investments’s Chesapeake Utilities CPK Stock Holding History

Gradient Investments’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 Q2	–	Sell	-1,605	Closed	-$206K	–	364
2025 Q1	$206K	Buy	+1,605	New	+$199K	﹤0.01%	313
2024 Q3	–	Sell	-1,097	Closed	-$117K	–	499
2024 Q2	$117K	Hold	1,097	–	–	﹤0.01%	381
2024 Q1	$118K	Hold	1,097	–	–	﹤0.01%	341
2023 Q4	$116K	Hold	1,097	–	–	﹤0.01%	407
2023 Q3	$107K	Hold	1,097	–	–	﹤0.01%	382
2023 Q2	$131K	Hold	1,097	–	–	﹤0.01%	370
2023 Q1	$140K	Hold	1,097	–	–	﹤0.01%	329
2022 Q4	$130K	Hold	1,097	–	–	﹤0.01%	349
2022 Q3	$127K	Hold	1,097	–	–	﹤0.01%	327
2022 Q2	$142K	Buy	+1,097	New	+$143K	﹤0.01%	328

Other funds holding CPK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return

Gradient Investments's CPK Position: Q2 2025 in Review

Gradient Investments sold out of Chesapeake Utilities (CPK) in Q2 2025, closing a stake of 1,605 shares — an estimated $206K sold.

Gradient Investments first reported a position in CPK in Q2 2022 and held it in 10 quarters. The position peaked at $206K in Q1 2025. 315 funds tracked by Wall St. Rank hold CPK as of Q2 2025.

Gradient Investments reported no remaining Chesapeake Utilities position as of Q2 2025 after selling out during the quarter.
Gradient Investments sold 1,605 Chesapeake Utilities shares in Q2 2025, an estimated $206K.
Gradient Investments first reported a position in Chesapeake Utilities in Q2 2022 and held it in 10 quarters.
Gradient Investments's Chesapeake Utilities position peaked at $206K in Q1 2025.
315 funds tracked by Wall St. Rank held Chesapeake Utilities as of Q2 2025.

Based on Gradient Investments's 13F filing for Q2 2025, filed 8 Jul 2025.