PWPS
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Pinnacle Wealth Planning Services’s Chesapeake Utilities CPK Stock Holding History

Pinnacle Wealth Planning Services’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
Q2 		$59.2K Sell
483
-70
-13% -$8.78K 0.01% 1157
2026
Q1 		$69.9K Sell
553
-156
-22% -$20.1K 0.01% 1007
2025
Q4 		$88.5K Buy
+709
New +$93.5K 0.01% 846

Other funds holding CPK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Pinnacle Wealth Planning Services's CPK Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Chesapeake Utilities (CPK) stake by 13% in Q2 2026, selling an estimated $8.78K and leaving 483 shares worth $59.2K. The position accounts for 0.01% of the portfolio, ranked #1157.

Pinnacle Wealth Planning Services first reported a position in CPK in Q4 2025 and has held it in 3 quarters since. The position peaked at $88.5K in Q4 2025. 333 funds tracked by Wall St. Rank hold CPK as of Q2 2026.

  • Pinnacle Wealth Planning Services held 483 shares of Chesapeake Utilities worth $59.2K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 70 Chesapeake Utilities shares in Q2 2026, an estimated $8.78K.
  • Chesapeake Utilities made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1157 holding.
  • Pinnacle Wealth Planning Services first reported a position in Chesapeake Utilities in Q4 2025 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's Chesapeake Utilities position peaked at $88.5K in Q4 2025.
  • 333 funds tracked by Wall St. Rank held Chesapeake Utilities as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.