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Avantax Advisory Services’s Chesapeake Utilities CPK Stock Holding History

Avantax Advisory Services’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 		$588K Buy
4,893
+108
+2% +$13.6K ﹤0.01% 1487
2025
Q1 		$615K Sell
4,785
-1,824
-28% -$226K ﹤0.01% 1377
2024
Q4 		$802K Sell
6,609
-972
-13% -$120K 0.01% 1153
2024
Q3 		$941K Sell
7,581
-25
-0.3% -$2.92K 0.01% 1063
2024
Q2 		$808K Buy
7,606
+2,978
+64% +$319K 0.01% 1095
2024
Q1 		$497K Buy
4,628
+750
+19% +$77.4K ﹤0.01% 1041
2023
Q4 		$410K Buy
3,878
+1,526
+65% +$145K ﹤0.01% 1077
2023
Q3 		$230K Hold
2,352
– – ﹤0.01% 1348
2023
Q2 		$280K Hold
2,352
– – ﹤0.01% 1220
2023
Q1 		$301K Sell
2,352
-73
-3% -$9.06K ﹤0.01% 1147
2022
Q4 		$287K Buy
2,425
+356
+17% +$41.8K ﹤0.01% 1130
2022
Q3 		$239K Buy
+2,069
New +$268K ﹤0.01% 1119

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

Avantax Advisory Services's CPK Position: Q2 2025 in Review

Avantax Advisory Services increased its Chesapeake Utilities (CPK) stake by 2.3% in Q2 2025, buying an estimated $13.6K and bringing the position to 4,893 shares worth $588K. The position accounts for ﹤0.01% of the portfolio, ranked #1487.

Avantax Advisory Services first reported a position in CPK in Q3 2022 and has held it in 12 quarters since. The position peaked at $941K in Q3 2024. 315 funds tracked by Wall St. Rank hold CPK as of Q2 2025.

  • Avantax Advisory Services held 4,893 shares of Chesapeake Utilities worth $588K as of Q2 2025.
  • Avantax Advisory Services bought 108 Chesapeake Utilities shares in Q2 2025, an estimated $13.6K.
  • Chesapeake Utilities made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1487 holding.
  • Avantax Advisory Services first reported a position in Chesapeake Utilities in Q3 2022 and has held it in 12 quarters since.
  • Avantax Advisory Services's Chesapeake Utilities position peaked at $941K in Q3 2024.
  • 315 funds tracked by Wall St. Rank held Chesapeake Utilities as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.