Mutual Advisors’s Chesapeake Utilities CPK Stock Holding History

Mutual 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
2025 Q2	–	Sell	-1,649	Closed	-$218K	–	1179
2025 Q1	$218K	Buy	+1,649	New	+$205K	0.01%	1006

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

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

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

Mutual Advisors's CPK Position: Q2 2025 in Review

Mutual Advisors sold out of Chesapeake Utilities (CPK) in Q2 2025, closing a stake of 1,649 shares — an estimated $218K sold.

Mutual Advisors first reported a position in CPK in Q1 2025 and held it in 1 quarter. The position peaked at $218K in Q1 2025. 315 funds tracked by Wall St. Rank hold CPK as of Q2 2025.

Mutual Advisors reported no remaining Chesapeake Utilities position as of Q2 2025 after selling out during the quarter.
Mutual Advisors sold 1,649 Chesapeake Utilities shares in Q2 2025, an estimated $218K.
Mutual Advisors first reported a position in Chesapeake Utilities in Q1 2025 and held it in 1 quarter.
Mutual Advisors's Chesapeake Utilities position peaked at $218K in Q1 2025.
315 funds tracked by Wall St. Rank held Chesapeake Utilities as of Q2 2025.

Based on Mutual Advisors's 13F filing for Q2 2025, filed 28 Jul 2025.