IA
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Inspire Advisors’s Chesapeake Utilities CPK Stock Holding History

Inspire 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
Q1 		$502K Buy
+3,971
New +$511K 0.04% 366
2025
Q4 		– Sell
-1,568
Closed -$211K – 567
2025
Q3 		$211K Sell
1,568
-4,654
-75% -$578K 0.02% 479
2025
Q2 		$748K Buy
6,222
+2,656
+74% +$334K 0.08% 196
2025
Q1 		$458K Sell
3,566
-533
-13% -$66.1K 0.05% 279
2024
Q4 		$497K Buy
4,099
+2,386
+139% +$296K 0.06% 245
2024
Q3 		$213K Buy
+1,713
New +$200K 0.03% 370
2024
Q2 		– Sell
-2,629
Closed -$282K – 398
2024
Q1 		$282K Buy
+2,629
New +$271K 0.04% 247

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