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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
Q2 		$242K Sell
1,975
-4
-0.2% -$502 ﹤0.01% 765
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Moneta Group Investment Advisors's CPK Position: Q2 2026 in Review

Moneta Group Investment Advisors reduced its Chesapeake Utilities (CPK) stake by 0.2% in Q2 2026, selling an estimated $502 and leaving 1,975 shares worth $242K. The position accounts for ﹤0.01% of the portfolio, ranked #765.

Moneta Group Investment Advisors first reported a position in CPK in Q1 2024 and has held it in 10 quarters since. The position peaked at $290K in Q3 2025. 333 funds tracked by Wall St. Rank hold CPK as of Q2 2026.

  • Moneta Group Investment Advisors held 1,975 shares of Chesapeake Utilities worth $242K as of Q2 2026.
  • Moneta Group Investment Advisors sold 4 Chesapeake Utilities shares in Q2 2026, an estimated $502.
  • Chesapeake Utilities made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #765 holding.
  • Moneta Group Investment Advisors first reported a position in Chesapeake Utilities in Q1 2024 and has held it in 10 quarters since.
  • Moneta Group Investment Advisors's Chesapeake Utilities position peaked at $290K in Q3 2025.
  • 333 funds tracked by Wall St. Rank held Chesapeake Utilities as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.