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MPWM Advisory Solutions’s Chesapeake Utilities CPK Stock Holding History

MPWM Advisory Solutions’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
Q2 		– Sell
-5
Closed -$642 – 583
2025
Q1 		$642 Hold
5
– – ﹤0.01% 599
2024
Q4 		$607 Buy
+5
New +$619 ﹤0.01% 636

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Neuberger Berman Group
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Wellington Management Group
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Invesco
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return

MPWM Advisory Solutions's CPK Position: Q2 2025 in Review

MPWM Advisory Solutions sold out of Chesapeake Utilities (CPK) in Q2 2025, closing a stake of 5 shares — an estimated $642 sold.

MPWM Advisory Solutions first reported a position in CPK in Q4 2024 and held it in 2 quarters. The position peaked at $642 in Q1 2025. 315 funds tracked by Wall St. Rank hold CPK as of Q2 2025.

  • MPWM Advisory Solutions reported no remaining Chesapeake Utilities position as of Q2 2025 after selling out during the quarter.
  • MPWM Advisory Solutions sold 5 Chesapeake Utilities shares in Q2 2025, an estimated $642.
  • MPWM Advisory Solutions first reported a position in Chesapeake Utilities in Q4 2024 and held it in 2 quarters.
  • MPWM Advisory Solutions's Chesapeake Utilities position peaked at $642 in Q1 2025.
  • 315 funds tracked by Wall St. Rank held Chesapeake Utilities as of Q2 2025.

Based on MPWM Advisory Solutions's 13F filing for Q2 2025, filed 14 Aug 2025.