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Rise Advisors’s Chesapeake Utilities CPK Stock Holding History

Rise Advisors’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
2025
Q4 		– Sell
-88
Closed -$11.9K – 392
2025
Q3 		$11.9K Hold
88
– – ﹤0.01% 898
2025
Q2 		$10.6K Hold
88
– – ﹤0.01% 963
2025
Q1 		$11.3K Buy
+88
New +$10.9K 0.01% 889

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return

Rise Advisors's CPK Position: Q4 2025 in Review

Rise Advisors sold out of Chesapeake Utilities (CPK) in Q4 2025, closing a stake of 88 shares — an estimated $11.9K sold.

Rise Advisors first reported a position in CPK in Q1 2025 and held it in 3 quarters. The position peaked at $11.9K in Q3 2025. 314 funds tracked by Wall St. Rank hold CPK as of Q4 2025.

  • Rise Advisors reported no remaining Chesapeake Utilities position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 88 Chesapeake Utilities shares in Q4 2025, an estimated $11.9K.
  • Rise Advisors first reported a position in Chesapeake Utilities in Q1 2025 and held it in 3 quarters.
  • Rise Advisors's Chesapeake Utilities position peaked at $11.9K in Q3 2025.
  • 314 funds tracked by Wall St. Rank held Chesapeake Utilities as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.