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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
Q2 		$1.72K Sell
14
-15
-52% -$1.88K ﹤0.01% 1197
2026
Q1 		$3.67K 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

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 Wealth Management Group's CPK Position: Q2 2026 in Review

Private Wealth Management Group reduced its Chesapeake Utilities (CPK) stake by 52% in Q2 2026, selling an estimated $1.88K and leaving 14 shares worth $1.72K. The position accounts for ﹤0.01% of the portfolio, ranked #1197.

Private Wealth Management Group first reported a position in CPK in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.67K in Q1 2026. 333 funds tracked by Wall St. Rank hold CPK as of Q2 2026.

  • Private Wealth Management Group held 14 shares of Chesapeake Utilities worth $1.72K as of Q2 2026.
  • Private Wealth Management Group sold 15 Chesapeake Utilities shares in Q2 2026, an estimated $1.88K.
  • Chesapeake Utilities made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #1197 holding.
  • Private Wealth Management Group first reported a position in Chesapeake Utilities in Q2 2025 and has held it in 5 quarters since.
  • Private Wealth Management Group's Chesapeake Utilities position peaked at $3.67K in Q1 2026.
  • 333 funds tracked by Wall St. Rank held Chesapeake Utilities as of Q2 2026.

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