Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s Chesapeake Utilities CPK Stock Holding History

Cambridge Investment Research 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
2025
Q4 		– Sell
-3,715
Closed -$500K – 3850
2025
Q3 		$500K Sell
3,715
-554
-13% -$68.8K ﹤0.01% 2683
2025
Q2 		$513K Sell
4,269
-20
-0.5% -$2.52K ﹤0.01% 2521
2025
Q1 		$551K Sell
4,289
-295
-6% -$36.6K ﹤0.01% 2338
2024
Q4 		$556K Buy
4,584
+855
+23% +$106K ﹤0.01% 2341
2024
Q3 		$463K Buy
3,729
+671
+22% +$78.4K ﹤0.01% 2473
2024
Q2 		$325K Buy
3,058
+10
+0.3% +$1.07K ﹤0.01% 2638
2024
Q1 		$327K Sell
3,048
-20
-0.7% -$2.06K ﹤0.01% 2630
2023
Q4 		$324K Sell
3,068
-26
-0.8% -$2.48K ﹤0.01% 2538
2023
Q3 		$302K Hold
3,094
– – ﹤0.01% 2485
2023
Q2 		$368K Sell
3,094
-82
-3% -$10.4K ﹤0.01% 2368
2023
Q1 		$407K Sell
3,176
-361
-10% -$44.8K ﹤0.01% 2238
2022
Q4 		$418K Sell
3,537
-56
-2% -$6.58K ﹤0.01% 2162
2022
Q3 		$415K Buy
3,593
+72
+2% +$9.32K ﹤0.01% 2080
2022
Q2 		$456K Buy
3,521
+26
+0.7% +$3.39K ﹤0.01% 2027
2022
Q1 		$482K Sell
3,495
-203
-5% -$27.3K ﹤0.01% 2128
2021
Q4 		$539K Buy
3,698
+75
+2% +$9.97K ﹤0.01% 2052
2021
Q3 		$435K Sell
3,623
-516
-12% -$64.7K ﹤0.01% 2152
2021
Q2 		$498K Hold
4,139
– – ﹤0.01% 2069
2021
Q1 		$481K Hold
4,139
– – ﹤0.01% 1930
2020
Q4 		$448K Sell
4,139
-47
-1% -$4.71K ﹤0.01% 1846
2020
Q3 		$353K Buy
4,186
+511
+14% +$42.2K ﹤0.01% 1824
2020
Q2 		$309K Sell
3,675
-127
-3% -$11K ﹤0.01% 1863
2020
Q1 		$326K Sell
3,802
-452
-11% -$42K ﹤0.01% 1622
2019
Q4 		$408K Buy
4,254
+117
+3% +$10.9K ﹤0.01% 1709
2019
Q3 		$394K Sell
4,137
-69
-2% -$6.45K ﹤0.01% 1655
2019
Q2 		$400K Buy
4,206
+141
+3% +$13.1K ﹤0.01% 1575
2019
Q1 		$371K Buy
4,065
+1,031
+34% +$91.7K ﹤0.01% 1674
2018
Q4 		$247K Sell
3,034
-99
-3% -$8.28K ﹤0.01% 1791
2018
Q3 		$263K Buy
+3,133
New +$266K ﹤0.01% 1877

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
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
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return

Cambridge Investment Research Advisors's CPK Position: Q4 2025 in Review

Cambridge Investment Research Advisors sold out of Chesapeake Utilities (CPK) in Q4 2025, closing a stake of 3,715 shares — an estimated $500K sold.

Cambridge Investment Research Advisors first reported a position in CPK in Q3 2018 and held it in 29 quarters. The position peaked at $556K in Q4 2024. 314 funds tracked by Wall St. Rank hold CPK as of Q4 2025.

  • Cambridge Investment Research Advisors reported no remaining Chesapeake Utilities position as of Q4 2025 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 3,715 Chesapeake Utilities shares in Q4 2025, an estimated $500K.
  • Cambridge Investment Research Advisors first reported a position in Chesapeake Utilities in Q3 2018 and held it in 29 quarters.
  • Cambridge Investment Research Advisors's Chesapeake Utilities position peaked at $556K in Q4 2024.
  • 314 funds tracked by Wall St. Rank held Chesapeake Utilities as of Q4 2025.

Based on Cambridge Investment Research Advisors's 13F filing for Q4 2025, filed 5 Feb 2026.