JSW
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Journey Strategic Wealth’s Chesapeake Utilities CPK Stock Holding History

Journey Strategic Wealth’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 		$270K Buy
+2,133
New +$275K 0.01% 601
2025
Q4 		– Sell
-1,521
Closed -$205K – 780
2025
Q3 		$205K Buy
+1,521
New +$189K 0.01% 666

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

Journey Strategic Wealth's CPK Position: Q1 2026 in Review

Journey Strategic Wealth opened a new position in Chesapeake Utilities (CPK) in Q1 2026: 2,133 shares worth $270K. The stake represents 0.01% of the portfolio and ranks #601 among its holdings. This is a return to the name: Journey Strategic Wealth previously reported a position in CPK as recently as Q3 2025.

Journey Strategic Wealth first reported a position in CPK in Q3 2025 and has held it in 2 quarters since. 340 funds tracked by Wall St. Rank hold CPK as of Q1 2026.

  • Journey Strategic Wealth held 2,133 shares of Chesapeake Utilities worth $270K as of Q1 2026.
  • Chesapeake Utilities was a new Journey Strategic Wealth position in Q1 2026.
  • Chesapeake Utilities made up 0.01% of Journey Strategic Wealth's portfolio in Q1 2026, its #601 holding.
  • Journey Strategic Wealth first reported a position in Chesapeake Utilities in Q3 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 Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.