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Spire Wealth Management’s Chesapeake Utilities CPK Stock Holding History

Spire Wealth 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
2025
Q2 		– Sell
-200
Closed -$25.7K – 2409
2025
Q1 		$25.7K Buy
+200
New +$24.8K ﹤0.01% 1517
2024
Q2 		– Sell
-10
Closed -$1.07K – 2236
2024
Q1 		$1.07K Hold
10
– – ﹤0.01% 2197
2023
Q4 		$1.01K Buy
+10
New +$953 ﹤0.01% 2265

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
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return

Spire Wealth Management's CPK Position: Q2 2025 in Review

Spire Wealth Management sold out of Chesapeake Utilities (CPK) in Q2 2025, closing a stake of 200 shares — an estimated $25.7K sold.

Spire Wealth Management first reported a position in CPK in Q4 2023 and held it in 3 quarters. The position peaked at $25.7K in Q1 2025. 315 funds tracked by Wall St. Rank hold CPK as of Q2 2025.

  • Spire Wealth Management reported no remaining Chesapeake Utilities position as of Q2 2025 after selling out during the quarter.
  • Spire Wealth Management sold 200 Chesapeake Utilities shares in Q2 2025, an estimated $25.7K.
  • Spire Wealth Management first reported a position in Chesapeake Utilities in Q4 2023 and held it in 3 quarters.
  • Spire Wealth Management's Chesapeake Utilities position peaked at $25.7K in Q1 2025.
  • 315 funds tracked by Wall St. Rank held Chesapeake Utilities as of Q2 2025.

Based on Spire Wealth Management's 13F filing for Q2 2025, filed 4 Aug 2025.