Vanguard Personalized Indexing Management’s Chesapeake Utilities CPK Stock Holding History

Vanguard Personalized Indexing 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	$538K	Sell	4,395 -628	-13%	-$78.8K	﹤0.01%	1348
2026 Q1	$635K	Buy	5,023 +500	+11%	+$64.4K	0.01%	1170
2025 Q4	$564K	Buy	4,523 +121	+3%	+$16K	0.01%	1192
2025 Q3	$593K	Buy	4,402 +509	+13%	+$63.2K	0.01%	1168
2025 Q2	$468K	Buy	3,893 +264	+7%	+$33.2K	0.01%	1229
2025 Q1	$466K	Buy	3,629 +50	+1%	+$6.2K	0.01%	1152
2024 Q4	$434K	Buy	3,579 +249	+7%	+$30.9K	0.01%	1182
2024 Q3	$413K	Buy	3,330 +627	+23%	+$73.2K	0.01%	1191
2024 Q2	$287K	Buy	2,703 +532	+25%	+$57K	0.01%	1293
2024 Q1	$233K	Buy	+2,171	New	+$224K	0.01%	1388

Other funds holding CPK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Personalized Indexing Management's CPK Position: Q2 2026 in Review

Vanguard Personalized Indexing Management reduced its Chesapeake Utilities (CPK) stake by 13% in Q2 2026, selling an estimated $78.8K and leaving 4,395 shares worth $538K. The position accounts for ﹤0.01% of the portfolio, ranked #1348.

Vanguard Personalized Indexing Management first reported a position in CPK in Q1 2024 and has held it in 10 quarters since. The position peaked at $635K in Q1 2026. 332 funds tracked by Wall St. Rank hold CPK as of Q2 2026.

Vanguard Personalized Indexing Management held 4,395 shares of Chesapeake Utilities worth $538K as of Q2 2026.
Vanguard Personalized Indexing Management sold 628 Chesapeake Utilities shares in Q2 2026, an estimated $78.8K.
Chesapeake Utilities made up ﹤0.01% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #1348 holding.
Vanguard Personalized Indexing Management first reported a position in Chesapeake Utilities in Q1 2024 and has held it in 10 quarters since.
Vanguard Personalized Indexing Management's Chesapeake Utilities position peaked at $635K in Q1 2026.
332 funds tracked by Wall St. Rank held Chesapeake Utilities as of Q2 2026.

Based on Vanguard Personalized Indexing Management's 13F filing for Q2 2026, filed 11 Aug 2026.