HFO
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Heritage Family Offices’s Chesapeake Utilities CPK Stock Holding History

Heritage Family Offices’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 		– Sell
-1,738
Closed -$217K – 208
2025
Q4 		$217K Sell
1,738
-218
-11% -$28.8K 0.1% 186
2025
Q3 		$263K Buy
+1,956
New +$243K 0.12% 158

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 $3.38T AUM 44.17% 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

Heritage Family Offices's CPK Position: Q1 2026 in Review

Heritage Family Offices sold out of Chesapeake Utilities (CPK) in Q1 2026, closing a stake of 1,738 shares — an estimated $217K sold.

Heritage Family Offices first reported a position in CPK in Q3 2025 and held it in 2 quarters. The position peaked at $263K in Q3 2025. 340 funds tracked by Wall St. Rank hold CPK as of Q1 2026.

  • Heritage Family Offices reported no remaining Chesapeake Utilities position as of Q1 2026 after selling out during the quarter.
  • Heritage Family Offices sold 1,738 Chesapeake Utilities shares in Q1 2026, an estimated $217K.
  • Heritage Family Offices first reported a position in Chesapeake Utilities in Q3 2025 and held it in 2 quarters.
  • Heritage Family Offices's Chesapeake Utilities position peaked at $263K in Q3 2025.
  • 340 funds tracked by Wall St. Rank held Chesapeake Utilities as of Q1 2026.

Based on Heritage Family Offices's 13F filing for Q1 2026, filed 8 Apr 2026.