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Sound Income Strategies’s Chesapeake Utilities CPK Stock Holding History

Sound Income Strategies’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
Q3 		– Sell
-791
Closed -$95.1K – 1730
2025
Q2 		$95.1K Hold
791
– – 0.01% 391
2025
Q1 		$102K Hold
791
– – 0.01% 388
2024
Q4 		$96K Hold
791
– – 0.01% 361
2024
Q3 		$98.2K Hold
791
– – 0.01% 345
2024
Q2 		$84K Sell
791
-290
-27% -$31.1K 0.01% 358
2024
Q1 		$116K Hold
1,081
– – 0.01% 282
2023
Q4 		$114K Hold
1,081
– – 0.01% 265
2023
Q3 		$106K Sell
1,081
-398
-27% -$45.1K 0.01% 204
2023
Q2 		$176K Buy
+1,479
New +$187K 0.02% 159

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Sound Income Strategies's CPK Position: Q3 2025 in Review

Sound Income Strategies sold out of Chesapeake Utilities (CPK) in Q3 2025, closing a stake of 791 shares — an estimated $95.1K sold.

Sound Income Strategies first reported a position in CPK in Q2 2023 and held it in 9 quarters. The position peaked at $176K in Q2 2023. 313 funds tracked by Wall St. Rank hold CPK as of Q3 2025.

  • Sound Income Strategies reported no remaining Chesapeake Utilities position as of Q3 2025 after selling out during the quarter.
  • Sound Income Strategies sold 791 Chesapeake Utilities shares in Q3 2025, an estimated $95.1K.
  • Sound Income Strategies first reported a position in Chesapeake Utilities in Q2 2023 and held it in 9 quarters.
  • Sound Income Strategies's Chesapeake Utilities position peaked at $176K in Q2 2023.
  • 313 funds tracked by Wall St. Rank held Chesapeake Utilities as of Q3 2025.

Based on Sound Income Strategies's 13F filing for Q3 2025, filed 10 Oct 2025.