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Smartleaf Asset Management’s Chesapeake Utilities CPK Stock Holding History

Smartleaf Asset Management’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 		$72.1K Hold
581
– – ﹤0.01% 1321
2026
Q1 		$73.3K Sell
581
-200
-26% -$25.8K ﹤0.01% 1264
2025
Q4 		$97.9K Sell
781
-60
-7% -$7.92K ﹤0.01% 1193
2025
Q3 		$114K Buy
841
+246
+41% +$30.6K 0.01% 999
2025
Q2 		$71.9K Sell
595
-174
-23% -$21.9K 0.01% 1004
2025
Q1 		$98.5K Sell
769
-107
-12% -$13.3K 0.01% 839
2024
Q4 		$106K Buy
876
+539
+160% +$66.8K 0.01% 815
2024
Q3 		$41.6K Buy
337
+74
+28% +$8.64K 0.01% 983
2024
Q2 		$28.2K Buy
263
+249
+1,779% +$26.7K ﹤0.01% 903
2024
Q1 		$1.49K Buy
14
+12
+600% +$1.24K ﹤0.01% 1525
2023
Q4 		$0 Buy
+2
New +$191 ﹤0.01% 1152

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

Smartleaf Asset Management's CPK Position: Q2 2026 in Review

Smartleaf Asset Management held its Chesapeake Utilities (CPK) position steady in Q2 2026 at 581 shares worth $72.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1321.

Smartleaf Asset Management first reported a position in CPK in Q4 2023 and has held it in 11 quarters since. The position peaked at $114K in Q3 2025. 333 funds tracked by Wall St. Rank hold CPK as of Q2 2026.

  • Smartleaf Asset Management held 581 shares of Chesapeake Utilities worth $72.1K as of Q2 2026.
  • Smartleaf Asset Management left its Chesapeake Utilities share count unchanged in Q2 2026.
  • Chesapeake Utilities made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #1321 holding.
  • Smartleaf Asset Management first reported a position in Chesapeake Utilities in Q4 2023 and has held it in 11 quarters since.
  • Smartleaf Asset Management's Chesapeake Utilities position peaked at $114K in Q3 2025.
  • 333 funds tracked by Wall St. Rank held Chesapeake Utilities as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.