Kerntke Otto McGlone Wealth Management Group’s Chesapeake Utilities CPK Stock Holding History

Kerntke Otto McGlone Wealth Management Group’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 Q1	–	Sell	-3,544	Closed	-$430K	–	82
2024 Q4	$430K	Hold	3,544	–	–	0.32%	42
2024 Q3	$440K	Hold	3,544	–	–	0.37%	44
2024 Q2	$376K	Hold	3,544	–	–	0.35%	46
2024 Q1	$380K	Hold	3,544	–	–	0.37%	44
2023 Q4	$374K	Hold	3,544	–	–	0.37%	42
2023 Q3	$346K	Hold	3,544	–	–	0.36%	45
2023 Q2	$422K	Hold	3,544	–	–	0.41%	40
2023 Q1	$454K	Buy	+3,544	New	+$440K	0.47%	38

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

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Kerntke Otto McGlone Wealth Management Group's CPK Position: Q1 2025 in Review

Kerntke Otto McGlone Wealth Management Group sold out of Chesapeake Utilities (CPK) in Q1 2025, closing a stake of 3,544 shares — an estimated $430K sold.

Kerntke Otto McGlone Wealth Management Group first reported a position in CPK in Q1 2023 and held it in 8 quarters. The position peaked at $454K in Q1 2023. 319 funds tracked by Wall St. Rank hold CPK as of Q1 2025.

Kerntke Otto McGlone Wealth Management Group reported no remaining Chesapeake Utilities position as of Q1 2025 after selling out during the quarter.
Kerntke Otto McGlone Wealth Management Group sold 3,544 Chesapeake Utilities shares in Q1 2025, an estimated $430K.
Kerntke Otto McGlone Wealth Management Group first reported a position in Chesapeake Utilities in Q1 2023 and held it in 8 quarters.
Kerntke Otto McGlone Wealth Management Group's Chesapeake Utilities position peaked at $454K in Q1 2023.
319 funds tracked by Wall St. Rank held Chesapeake Utilities as of Q1 2025.

Based on Kerntke Otto McGlone Wealth Management Group's 13F filing for Q1 2025, filed 1 May 2025.