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SIMA Wealth Partners’s Chesapeake Utilities CPK Stock Holding History

SIMA Wealth 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
2025
Q2 		– Sell
-985
Closed -$126K – 160
2025
Q1 		$126K Buy
985
+6
+0.6% +$744 0.11% 58
2024
Q4 		$119K Buy
+979
New +$121K 0.1% 61

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State Street
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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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

SIMA Wealth Partners's CPK Position: Q2 2025 in Review

SIMA Wealth Partners sold out of Chesapeake Utilities (CPK) in Q2 2025, closing a stake of 985 shares — an estimated $126K sold.

SIMA Wealth Partners first reported a position in CPK in Q4 2024 and held it in 2 quarters. The position peaked at $126K in Q1 2025. 315 funds tracked by Wall St. Rank hold CPK as of Q2 2025.

  • SIMA Wealth Partners reported no remaining Chesapeake Utilities position as of Q2 2025 after selling out during the quarter.
  • SIMA Wealth Partners sold 985 Chesapeake Utilities shares in Q2 2025, an estimated $126K.
  • SIMA Wealth Partners first reported a position in Chesapeake Utilities in Q4 2024 and held it in 2 quarters.
  • SIMA Wealth Partners's Chesapeake Utilities position peaked at $126K in Q1 2025.
  • 315 funds tracked by Wall St. Rank held Chesapeake Utilities as of Q2 2025.

Based on SIMA Wealth Partners's 13F filing for Q2 2025, filed 15 Jun 2026.