PCS
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Personal CFO Solutions’s Chesapeake Utilities CPK Stock Holding History

Personal CFO 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
2026
Q1 		$235K Sell
1,851
-56
-3% -$7.21K 0.03% 459
2025
Q4 		$238K Sell
1,907
-102
-5% -$13.5K 0.04% 448
2025
Q3 		$271K Hold
2,009
– – 0.05% 374
2025
Q2 		$242K Sell
2,009
-13
-0.6% -$1.64K 0.04% 401
2025
Q1 		$260K Sell
2,022
-160
-7% -$19.9K 0.05% 353
2024
Q4 		$265K Sell
2,182
-38
-2% -$4.71K 0.05% 362
2024
Q3 		$276K Buy
2,220
+31
+1% +$3.62K 0.04% 450
2024
Q2 		$233K Sell
2,189
-102
-4% -$10.9K 0.04% 454
2024
Q1 		$246K Buy
2,291
+46
+2% +$4.75K 0.04% 451
2023
Q4 		$237K Buy
2,245
+14
+0.6% +$1.33K 0.04% 440
2023
Q3 		$218K Buy
2,231
+36
+2% +$4.08K 0.04% 418
2023
Q2 		$261K Buy
2,195
+36
+2% +$4.55K 0.05% 369
2023
Q1 		$276K Buy
2,159
+69
+3% +$8.57K 0.06% 335
2022
Q4 		$247K Buy
2,090
+144
+7% +$16.9K 0.05% 359
2022
Q3 		$225K Sell
1,946
-36
-2% -$4.66K 0.06% 333
2022
Q2 		$257K Sell
1,982
-19
-0.9% -$2.48K 0.06% 306
2022
Q1 		$276K Buy
2,001
+82
+4% +$11K 0.05% 361
2021
Q4 		$280K Sell
1,919
-23
-1% -$3.06K 0.05% 343
2021
Q3 		$233K Buy
1,942
+120
+7% +$15K 0.05% 385
2021
Q2 		$219K Buy
1,822
+17
+0.9% +$2.01K 0.04% 388
2021
Q1 		$210K Buy
+1,805
New +$195K 0.05% 378

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

Personal CFO Solutions's CPK Position: Q1 2026 in Review

Personal CFO Solutions reduced its Chesapeake Utilities (CPK) stake by 2.9% in Q1 2026, selling an estimated $7.21K and leaving 1,851 shares worth $235K. The position accounts for 0.03% of the portfolio, ranked #459.

Personal CFO Solutions first reported a position in CPK in Q1 2021 and has held it in 21 quarters since. The position peaked at $280K in Q4 2021. 340 funds tracked by Wall St. Rank hold CPK as of Q1 2026.

  • Personal CFO Solutions held 1,851 shares of Chesapeake Utilities worth $235K as of Q1 2026.
  • Personal CFO Solutions sold 56 Chesapeake Utilities shares in Q1 2026, an estimated $7.21K.
  • Chesapeake Utilities made up 0.03% of Personal CFO Solutions's portfolio in Q1 2026, its #459 holding.
  • Personal CFO Solutions first reported a position in Chesapeake Utilities in Q1 2021 and has held it in 21 quarters since.
  • Personal CFO Solutions's Chesapeake Utilities position peaked at $280K in Q4 2021.
  • 340 funds tracked by Wall St. Rank held Chesapeake Utilities as of Q1 2026.

Based on Personal CFO Solutions's 13F filing for Q1 2026, filed 30 Apr 2026.