SAM
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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
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 $5.72T AUM 30.48% 1-Year Est. Return
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