Moneta Group Investment Advisors’s Chesapeake Utilities CPK Stock Holding History

Moneta Group Investment 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	$250K	Sell	1,979 -175	-8%	-$22.5K	﹤0.01%	690
2025 Q4	$269K	Buy	2,154 +4	+0.2%	+$528	﹤0.01%	666
2025 Q3	$290K	Buy	2,150 +19	+0.9%	+$2.36K	﹤0.01%	634
2025 Q2	$256K	Hold	2,131	–	–	﹤0.01%	606
2025 Q1	$274K	Buy	2,131 +31	+1%	+$3.85K	﹤0.01%	547
2024 Q4	$255K	Buy	2,100 +85	+4%	+$10.5K	﹤0.01%	579
2024 Q3	$250K	Sell	2,015 -9	-0.4%	-$1.05K	﹤0.01%	565
2024 Q2	$215K	Sell	2,024 -8	-0.4%	-$857	﹤0.01%	563
2024 Q1	$218K	Buy	+2,032	New	+$210K	﹤0.01%	563

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

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Moneta Group Investment Advisors's CPK Position: Q1 2026 in Review

Moneta Group Investment Advisors reduced its Chesapeake Utilities (CPK) stake by 8.1% in Q1 2026, selling an estimated $22.5K and leaving 1,979 shares worth $250K. The position accounts for ﹤0.01% of the portfolio, ranked #690.

Moneta Group Investment Advisors first reported a position in CPK in Q1 2024 and has held it in 9 quarters since. The position peaked at $290K in Q3 2025. 340 funds tracked by Wall St. Rank hold CPK as of Q1 2026.

Moneta Group Investment Advisors held 1,979 shares of Chesapeake Utilities worth $250K as of Q1 2026.
Moneta Group Investment Advisors sold 175 Chesapeake Utilities shares in Q1 2026, an estimated $22.5K.
Chesapeake Utilities made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #690 holding.
Moneta Group Investment Advisors first reported a position in Chesapeake Utilities in Q1 2024 and has held it in 9 quarters since.
Moneta Group Investment Advisors's Chesapeake Utilities position peaked at $290K in Q3 2025.
340 funds tracked by Wall St. Rank held Chesapeake Utilities as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.