Private Wealth Management Group’s Chesapeake Utilities CPK Stock Holding History

Private Wealth Management 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 Q3	$1.8K	Hold	14	–	–	﹤0.01%	1217
2026 Q2	$1.72K	Sell	14 -15	-52%	-$1.88K	﹤0.01%	1197
2026 Q1	$3.66K	Buy	29 +15	+107%	+$1.93K	﹤0.01%	879
2025 Q4	$1.75K	Hold	14	–	–	﹤0.01%	1127
2025 Q3	$1.89K	Hold	14	–	–	﹤0.01%	1124
2025 Q2	$1.68K	Buy	+14	New	+$1.76K	﹤0.01%	1132

Other funds holding CPK

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return

Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $45.4B AUM 34.02% 1-Year Est. Return

Tributary Capital Management Omaha, Nebraska $1.09B AUM 35.37% 1-Year Est. Return

Private Wealth Management Group's CPK Position: Q3 2026 in Review

Private Wealth Management Group held its Chesapeake Utilities (CPK) position steady in Q3 2026 at 14 shares worth $1.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1217.

Private Wealth Management Group first reported a position in CPK in Q2 2025 and has held it in 6 quarters since. The position peaked at $3.66K in Q1 2026. 231 funds tracked by Wall St. Rank hold CPK as of Q3 2026.

Private Wealth Management Group held 14 shares of Chesapeake Utilities worth $1.8K as of Q3 2026.
Private Wealth Management Group left its Chesapeake Utilities share count unchanged in Q3 2026.
Chesapeake Utilities made up ﹤0.01% of Private Wealth Management Group's portfolio in Q3 2026, its #1217 holding.
Private Wealth Management Group first reported a position in Chesapeake Utilities in Q2 2025 and has held it in 6 quarters since.
Private Wealth Management Group's Chesapeake Utilities position peaked at $3.66K in Q1 2026.
231 funds tracked by Wall St. Rank held Chesapeake Utilities as of Q3 2026.

Based on Private Wealth Management Group's 13F filing for Q3 2026, filed 19 Oct 2026.