Merit Financial Group
CPK icon

Merit Financial Group’s Chesapeake Utilities CPK Stock Holding History

Merit Financial 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
2026
Q3 		$290K Buy
2,259
+531
+31% +$70.1K ﹤0.01% 1937
2026
Q2 		$212K Buy
+1,728
New +$217K ﹤0.01% 2077

Other funds holding CPK

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Neuberger Berman Group
Neuberger Berman Group New York $148B AUM 31.56% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Merit Financial Group's CPK Position: Q3 2026 in Review

Merit Financial Group increased its Chesapeake Utilities (CPK) stake by 31% in Q3 2026, buying an estimated $70.1K and bringing the position to 2,259 shares worth $290K. The position accounts for ﹤0.01% of the portfolio, ranked #1937.

Merit Financial Group first reported a position in CPK in Q2 2026 and has held it in 2 quarters since. 279 funds tracked by Wall St. Rank hold CPK as of Q3 2026.

  • Merit Financial Group held 2,259 shares of Chesapeake Utilities worth $290K as of Q3 2026.
  • Merit Financial Group bought 531 Chesapeake Utilities shares in Q3 2026, an estimated $70.1K.
  • Chesapeake Utilities made up ﹤0.01% of Merit Financial Group's portfolio in Q3 2026, its #1937 holding.
  • Merit Financial Group first reported a position in Chesapeake Utilities in Q2 2026 and has held it in 2 quarters since.
  • 279 funds tracked by Wall St. Rank held Chesapeake Utilities as of Q3 2026.

Based on Merit Financial Group's 13F filing for Q3 2026, filed 6 Nov 2026.