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Steward Partners Investment Advisory’s Chesapeake Utilities CPK Stock Holding History

Steward Partners Investment Advisory’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 		$484K Buy
3,949
+3,884
+5,975% +$487K ﹤0.01% 1710
2026
Q1 		$8.21K Hold
65
– – ﹤0.01% 3627
2025
Q4 		$8.11K Sell
65
-27
-29% -$3.56K ﹤0.01% 3529
2025
Q3 		$12.4K Sell
92
-92
-50% -$11.4K ﹤0.01% 3308
2025
Q2 		$22.1K Sell
184
-227
-55% -$28.6K ﹤0.01% 2878
2025
Q1 		$52.8K Buy
411
+147
+56% +$18.2K ﹤0.01% 2353
2024
Q4 		$32K Sell
264
-303
-53% -$37.5K ﹤0.01% 2560
2024
Q3 		$70.4K Buy
567
+502
+772% +$58.6K ﹤0.01% 2054
2024
Q2 		$6.9K Buy
+65
New +$6.96K ﹤0.01% 2941

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 $3.38T AUM 44.17% 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

Steward Partners Investment Advisory's CPK Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its Chesapeake Utilities (CPK) stake by 5,975% in Q2 2026, buying an estimated $487K and bringing the position to 3,949 shares worth $484K. The position accounts for ﹤0.01% of the portfolio, ranked #1710.

Steward Partners Investment Advisory first reported a position in CPK in Q2 2024 and has held it in 9 quarters since. 333 funds tracked by Wall St. Rank hold CPK as of Q2 2026.

  • Steward Partners Investment Advisory held 3,949 shares of Chesapeake Utilities worth $484K as of Q2 2026.
  • Steward Partners Investment Advisory bought 3,884 Chesapeake Utilities shares in Q2 2026, an estimated $487K.
  • Chesapeake Utilities made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1710 holding.
  • Steward Partners Investment Advisory first reported a position in Chesapeake Utilities in Q2 2024 and has held it in 9 quarters since.
  • 333 funds tracked by Wall St. Rank held Chesapeake Utilities as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.