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Root Financial Partners’s Chesapeake Utilities CPK Stock Holding History

Root Financial Partners’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 		– Sell
-41
Closed -$5.18K – 1002
2026
Q1 		$5.18K Buy
41
+5
+14% +$644 ﹤0.01% 1942
2025
Q4 		$4.49K Buy
36
+7
+24% +$924 ﹤0.01% 1797
2025
Q3 		$3.91K Buy
+29
New +$3.6K ﹤0.01% 1803

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

Root Financial Partners's CPK Position: Q2 2026 in Review

Root Financial Partners sold out of Chesapeake Utilities (CPK) in Q2 2026, closing a stake of 41 shares — an estimated $5.18K sold.

Root Financial Partners first reported a position in CPK in Q3 2025 and held it in 3 quarters. The position peaked at $5.18K in Q1 2026. 332 funds tracked by Wall St. Rank hold CPK as of Q2 2026.

  • Root Financial Partners reported no remaining Chesapeake Utilities position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 41 Chesapeake Utilities shares in Q2 2026, an estimated $5.18K.
  • Root Financial Partners first reported a position in Chesapeake Utilities in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Chesapeake Utilities position peaked at $5.18K in Q1 2026.
  • 332 funds tracked by Wall St. Rank held Chesapeake Utilities as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.