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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
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

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T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Root Financial Partners's CPK Position: Q1 2026 in Review

Root Financial Partners increased its Chesapeake Utilities (CPK) stake by 14% in Q1 2026, buying an estimated $644 and bringing the position to 41 shares worth $5.18K. The position accounts for ﹤0.01% of the portfolio, ranked #1942.

Root Financial Partners first reported a position in CPK in Q3 2025 and has held it in 3 quarters since. 340 funds tracked by Wall St. Rank hold CPK as of Q1 2026.

  • Root Financial Partners held 41 shares of Chesapeake Utilities worth $5.18K as of Q1 2026.
  • Root Financial Partners bought 5 Chesapeake Utilities shares in Q1 2026, an estimated $644.
  • Chesapeake Utilities made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1942 holding.
  • Root Financial Partners first reported a position in Chesapeake Utilities in Q3 2025 and has held it in 3 quarters since.
  • 340 funds tracked by Wall St. Rank held Chesapeake Utilities as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.