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Private Advisor Group’s Chesapeake Utilities CPK Stock Holding History

Private Advisor Group’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 		$264K Buy
+2,156
New +$270K ﹤0.01% 2190
2024
Q4 		– Sell
-1,627
Closed -$202K – 2322
2024
Q3 		$202K Buy
+1,627
New +$190K ﹤0.01% 2218
2020
Q3 		– Sell
-311
Closed -$26K – 1916
2020
Q2 		$26K Buy
+311
New +$27K ﹤0.01% 2430

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

Private Advisor Group's CPK Position: Q2 2026 in Review

Private Advisor Group opened a new position in Chesapeake Utilities (CPK) in Q2 2026: 2,156 shares worth $264K. The stake represents ﹤0.01% of the portfolio and ranks #2190 among its holdings. This is a return to the name: Private Advisor Group previously reported a position in CPK as recently as Q3 2024.

Private Advisor Group first reported a position in CPK in Q2 2020 and has held it in 3 quarters since. 332 funds tracked by Wall St. Rank hold CPK as of Q2 2026.

  • Private Advisor Group held 2,156 shares of Chesapeake Utilities worth $264K as of Q2 2026.
  • Chesapeake Utilities was a new Private Advisor Group position in Q2 2026.
  • Chesapeake Utilities made up ﹤0.01% of Private Advisor Group's portfolio in Q2 2026, its #2190 holding.
  • Private Advisor Group first reported a position in Chesapeake Utilities in Q2 2020 and has held it in 3 quarters since.
  • 332 funds tracked by Wall St. Rank held Chesapeake Utilities as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.