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SageView Advisory Group’s Chesapeake Utilities CPK Stock Holding History

SageView Advisory 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
Q1 		– Sell
-55
Closed -$6.86K – 985
2025
Q4 		$6.86K Buy
+55
New +$7.26K ﹤0.01% 1854

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 $3.38T AUM 44.17% 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

SageView Advisory Group's CPK Position: Q1 2026 in Review

SageView Advisory Group sold out of Chesapeake Utilities (CPK) in Q1 2026, closing a stake of 55 shares — an estimated $6.86K sold.

SageView Advisory Group first reported a position in CPK in Q4 2025 and held it in 1 quarter. The position peaked at $6.86K in Q4 2025. 340 funds tracked by Wall St. Rank hold CPK as of Q1 2026.

  • SageView Advisory Group reported no remaining Chesapeake Utilities position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 55 Chesapeake Utilities shares in Q1 2026, an estimated $6.86K.
  • SageView Advisory Group first reported a position in Chesapeake Utilities in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's Chesapeake Utilities position peaked at $6.86K in Q4 2025.
  • 340 funds tracked by Wall St. Rank held Chesapeake Utilities as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.