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Whipplewood Advisors’s Chesapeake Utilities CPK Stock Holding History

Whipplewood Advisors’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 		– Sell
-12
Closed -$1.52K – 728
2026
Q1 		$1.52K Buy
+12
New +$1.54K ﹤0.01% 822
2025
Q3 		– Sell
-12
Closed -$1.44K – 491
2025
Q2 		$1.44K Sell
12
-123
-91% -$15.5K ﹤0.01% 946
2025
Q1 		$1.54K Buy
135
+123
+1,025% +$15.3K ﹤0.01% 940
2024
Q4 		$1.46K Buy
+12
New +$1.49K ﹤0.01% 939

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

Whipplewood Advisors's CPK Position: Q2 2026 in Review

Whipplewood Advisors sold out of Chesapeake Utilities (CPK) in Q2 2026, closing a stake of 12 shares — an estimated $1.52K sold.

Whipplewood Advisors first reported a position in CPK in Q4 2024 and held it in 4 quarters. The position peaked at $1.54K in Q1 2025. 333 funds tracked by Wall St. Rank hold CPK as of Q2 2026.

  • Whipplewood Advisors reported no remaining Chesapeake Utilities position as of Q2 2026 after selling out during the quarter.
  • Whipplewood Advisors sold 12 Chesapeake Utilities shares in Q2 2026, an estimated $1.52K.
  • Whipplewood Advisors first reported a position in Chesapeake Utilities in Q4 2024 and held it in 4 quarters.
  • Whipplewood Advisors's Chesapeake Utilities position peaked at $1.54K in Q1 2025.
  • 333 funds tracked by Wall St. Rank held Chesapeake Utilities as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.