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Savant Capital’s Chesapeake Utilities CPK Stock Holding History

Savant Capital’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
-11,445
Closed -$1.45M – 1857
2026
Q1 		$1.45M Sell
11,445
-2,111
-16% -$272K 0.01% 501
2025
Q4 		$1.69M Sell
13,556
-2,209
-14% -$291K 0.01% 432
2025
Q3 		$2.12M Sell
15,765
-1,845
-10% -$229K 0.01% 384
2025
Q2 		$2.12M Sell
17,610
-1,594
-8% -$201K 0.02% 354
2025
Q1 		$2.47M Sell
19,204
-1,721
-8% -$214K 0.02% 299
2024
Q4 		$2.54M Sell
20,925
-1,492
-7% -$185K 0.02% 383
2024
Q3 		$2.78M Sell
22,417
-13,688
-38% -$1.6M 0.02% 333
2024
Q2 		$3.83M Buy
+36,105
New +$3.87M 0.04% 234

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

Savant Capital's CPK Position: Q2 2026 in Review

Savant Capital sold out of Chesapeake Utilities (CPK) in Q2 2026, closing a stake of 11,445 shares — an estimated $1.45M sold.

Savant Capital first reported a position in CPK in Q2 2024 and held it in 8 quarters. The position peaked at $3.83M in Q2 2024. 332 funds tracked by Wall St. Rank hold CPK as of Q2 2026.

  • Savant Capital reported no remaining Chesapeake Utilities position as of Q2 2026 after selling out during the quarter.
  • Savant Capital sold 11,445 Chesapeake Utilities shares in Q2 2026, an estimated $1.45M.
  • Savant Capital first reported a position in Chesapeake Utilities in Q2 2024 and held it in 8 quarters.
  • Savant Capital's Chesapeake Utilities position peaked at $3.83M in Q2 2024.
  • 332 funds tracked by Wall St. Rank held Chesapeake Utilities as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.