Moody Aldrich Partners’s Chesapeake Utilities CPK Stock Holding History

Moody Aldrich Partners’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	$5.21M	Sell	42,577 -11,665	-22%	-$1.46M	0.94%	41
2026 Q1	$6.85M	Buy	54,242 +8,505	+19%	+$1.1M	1.24%	13
2025 Q4	$5.71M	Buy	45,737 +10,997	+32%	+$1.45M	1.06%	24
2025 Q3	$4.68M	Sell	34,740 -7,078	-17%	-$879K	0.89%	45
2025 Q2	$5.03M	Buy	+41,818	New	+$5.26M	0.97%	40
2023 Q3	–	Sell	-32,883	Closed	-$3.91M	–	197
2023 Q2	$3.91M	Sell	32,883 -29,482	-47%	-$3.73M	0.76%	50
2023 Q1	$7.98M	Sell	62,365 -568	-0.9%	-$70.5K	1.61%	9
2022 Q4	$7.44M	Buy	62,933 +7,506	+14%	+$881K	1.51%	15
2022 Q3	$6.4M	Buy	55,427 +863	+2%	+$112K	1.32%	20
2022 Q2	$7.07M	Sell	54,564 -8,859	-14%	-$1.16M	1.39%	19
2022 Q1	$8.74M	Buy	+63,423	New	+$8.53M	1.23%	31
2020 Q4	–	Sell	-80,303	Closed	-$6.77M	–	175
2020 Q3	$6.77M	Buy	80,303 +1,972	+3%	+$163K	1.42%	15
2020 Q2	$6.58M	Buy	78,331 +11,411	+17%	+$991K	1.4%	17
2020 Q1	$5.74M	Sell	66,920 -15,393	-19%	-$1.43M	1.73%	12
2019 Q4	$7.89M	Sell	82,313 -9,496	-10%	-$883K	1.62%	7
2019 Q3	$8.75M	Sell	91,809 -11,497	-11%	-$1.08M	2.33%	5
2019 Q2	$9.82M	Buy	103,306 +2,693	+3%	+$250K	2.51%	5
2019 Q1	$9.18M	Buy	100,613 +9,817	+11%	+$873K	2.58%	3
2018 Q4	$7.38M	Buy	+90,796	New	+$7.59M	2.42%	6
2016 Q4	–	Sell	-21,835	Closed	-$1.33M	–	91
2016 Q3	$1.33M	Buy	21,835 +2,085	+11%	+$134K	0.93%	56
2016 Q2	$1.31M	Buy	19,750 +13,625	+222%	+$819K	1.08%	40
2016 Q1	$386K	Buy	+6,125	New	+$372K	0.81%	71

Other funds holding CPK

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

FBT

First Bankers Trust Louisville, Kentucky $321M AUM 29.65% 1-Year Est. Return

CCM

Cox Capital Management Andover, Massachusetts $180M AUM 40.44% 1-Year Est. Return

FIM

Fruth Investment Management Houston, Texas $421M AUM 35.14% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

LTAS

Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Moody Aldrich Partners's CPK Position: Q2 2026 in Review

Moody Aldrich Partners reduced its Chesapeake Utilities (CPK) stake by 22% in Q2 2026, selling an estimated $1.46M and leaving 42,577 shares worth $5.21M. The position accounts for 0.94% of the portfolio, ranked #41.

Moody Aldrich Partners first reported a position in CPK in Q1 2016 and has held it in 22 quarters since. The position peaked at $9.82M in Q2 2019. 36 funds tracked by Wall St. Rank hold CPK as of Q2 2026.

Moody Aldrich Partners held 42,577 shares of Chesapeake Utilities worth $5.21M as of Q2 2026.
Moody Aldrich Partners sold 11,665 Chesapeake Utilities shares in Q2 2026, an estimated $1.46M.
Chesapeake Utilities made up 0.94% of Moody Aldrich Partners's portfolio in Q2 2026, its #41 holding.
Moody Aldrich Partners first reported a position in Chesapeake Utilities in Q1 2016 and has held it in 22 quarters since.
Moody Aldrich Partners's Chesapeake Utilities position peaked at $9.82M in Q2 2019.
36 funds tracked by Wall St. Rank held Chesapeake Utilities as of Q2 2026.

Based on Moody Aldrich Partners's 13F filing for Q2 2026, filed 15 Jul 2026.