GT
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Greenleaf Trust’s Chesapeake Utilities CPK Stock Holding History

Greenleaf Trust’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
Q1 		$205K Sell
1,625
-7
-0.4% -$901 ﹤0.01% 774
2025
Q4 		$204K Buy
+1,632
New +$215K ﹤0.01% 796

Other funds holding CPK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Greenleaf Trust's CPK Position: Q1 2026 in Review

Greenleaf Trust reduced its Chesapeake Utilities (CPK) stake by 0.43% in Q1 2026, selling an estimated $901 and leaving 1,625 shares worth $205K. The position accounts for ﹤0.01% of the portfolio, ranked #774.

Greenleaf Trust first reported a position in CPK in Q4 2025 and has held it in 2 quarters since. 340 funds tracked by Wall St. Rank hold CPK as of Q1 2026.

  • Greenleaf Trust held 1,625 shares of Chesapeake Utilities worth $205K as of Q1 2026.
  • Greenleaf Trust sold 7 Chesapeake Utilities shares in Q1 2026, an estimated $901.
  • Chesapeake Utilities made up ﹤0.01% of Greenleaf Trust's portfolio in Q1 2026, its #774 holding.
  • Greenleaf Trust first reported a position in Chesapeake Utilities in Q4 2025 and has held it in 2 quarters since.
  • 340 funds tracked by Wall St. Rank held Chesapeake Utilities as of Q1 2026.

Based on Greenleaf Trust's 13F filing for Q1 2026, filed 27 Apr 2026.