PWM
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Parkworth Wealth Management’s Chesapeake Utilities CPK Stock Holding History

Parkworth Wealth Management’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 		$120 Hold
1
– – ﹤0.01% 1086
2025
Q1 		$128 Hold
1
– – ﹤0.01% 866
2024
Q4 		$121 Buy
+1
New +$124 ﹤0.01% 924

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
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

Parkworth Wealth Management's CPK Position: Q2 2025 in Review

Parkworth Wealth Management held its Chesapeake Utilities (CPK) position steady in Q2 2025 at 1 share worth $120. The position accounts for ﹤0.01% of the portfolio, ranked #1086.

Parkworth Wealth Management first reported a position in CPK in Q4 2024 and has held it in 3 quarters since. The position peaked at $128 in Q1 2025. 315 funds tracked by Wall St. Rank hold CPK as of Q2 2025.

  • Parkworth Wealth Management held 1 share of Chesapeake Utilities worth $120 as of Q2 2025.
  • Parkworth Wealth Management left its Chesapeake Utilities share count unchanged in Q2 2025.
  • Chesapeake Utilities made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #1086 holding.
  • Parkworth Wealth Management first reported a position in Chesapeake Utilities in Q4 2024 and has held it in 3 quarters since.
  • Parkworth Wealth Management's Chesapeake Utilities position peaked at $128 in Q1 2025.
  • 315 funds tracked by Wall St. Rank held Chesapeake Utilities as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.