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CPK icon

NewEdge Advisors’s Chesapeake Utilities CPK Stock Holding History

NewEdge 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 		$15.8K Sell
125
-63
-34% -$8.11K ﹤0.01% 3266
2025
Q4 		$23.5K Buy
188
+63
+50% +$8.31K ﹤0.01% 3203
2025
Q3 		$16.9K Hold
125
– – ﹤0.01% 3174
2025
Q2 		$15K Hold
125
– – ﹤0.01% 3046
2025
Q1 		$16.1K Hold
125
– – ﹤0.01% 2938
2024
Q4 		$15.2K Hold
125
– – ﹤0.01% 2889
2024
Q3 		$15.5K Hold
125
– – ﹤0.01% 2793
2024
Q2 		$13.3K Sell
125
-31
-20% -$3.32K ﹤0.01% 2754
2024
Q1 		$16.8K Sell
156
-91
-37% -$9.39K ﹤0.01% 2688
2023
Q4 		$26.1K Buy
247
+112
+83% +$10.7K ﹤0.01% 2471
2023
Q3 		$13.2K Hold
135
– – ﹤0.01% 2491
2023
Q2 		$16.1K Hold
135
– – ﹤0.01% 2445
2023
Q1 		$17.3K Sell
135
-734
-84% -$91.1K ﹤0.01% 2386
2022
Q4 		$86.8K Buy
+869
New +$102K ﹤0.01% 1497
2017
Q3 		– Sell
-368
Closed -$28K – 504
2017
Q2 		$28K Buy
+368
New +$26.9K ﹤0.01% 638

Other funds holding CPK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

NewEdge Advisors's CPK Position: Q1 2026 in Review

NewEdge Advisors reduced its Chesapeake Utilities (CPK) stake by 34% in Q1 2026, selling an estimated $8.11K and leaving 125 shares worth $15.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3266.

NewEdge Advisors first reported a position in CPK in Q2 2017 and has held it in 15 quarters since. The position peaked at $86.8K in Q4 2022. 340 funds tracked by Wall St. Rank hold CPK as of Q1 2026.

  • NewEdge Advisors held 125 shares of Chesapeake Utilities worth $15.8K as of Q1 2026.
  • NewEdge Advisors sold 63 Chesapeake Utilities shares in Q1 2026, an estimated $8.11K.
  • Chesapeake Utilities made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #3266 holding.
  • NewEdge Advisors first reported a position in Chesapeake Utilities in Q2 2017 and has held it in 15 quarters since.
  • NewEdge Advisors's Chesapeake Utilities position peaked at $86.8K in Q4 2022.
  • 340 funds tracked by Wall St. Rank held Chesapeake Utilities as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.