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Clayton Financial Group’s Chesapeake Utilities CPK Stock Holding History

Clayton Financial Group’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
-18
Closed -$2.42K – 613
2025
Q3 		$2.42K Buy
+18
New +$2.24K ﹤0.01% 235

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 $3.37T AUM 44.26% 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
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return

Clayton Financial Group's CPK Position: Q4 2025 in Review

Clayton Financial Group sold out of Chesapeake Utilities (CPK) in Q4 2025, closing a stake of 18 shares — an estimated $2.42K sold.

Clayton Financial Group first reported a position in CPK in Q3 2025 and held it in 1 quarter. The position peaked at $2.42K in Q3 2025. 314 funds tracked by Wall St. Rank hold CPK as of Q4 2025.

  • Clayton Financial Group reported no remaining Chesapeake Utilities position as of Q4 2025 after selling out during the quarter.
  • Clayton Financial Group sold 18 Chesapeake Utilities shares in Q4 2025, an estimated $2.42K.
  • Clayton Financial Group first reported a position in Chesapeake Utilities in Q3 2025 and held it in 1 quarter.
  • Clayton Financial Group's Chesapeake Utilities position peaked at $2.42K in Q3 2025.
  • 314 funds tracked by Wall St. Rank held Chesapeake Utilities as of Q4 2025.

Based on Clayton Financial Group's 13F filing for Q4 2025, filed 21 Jan 2026.