Creative Financial Designs’s Chesapeake Utilities CPK Stock Holding History

Creative Financial Designs’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	$55.4K	Buy	452 +1	+0.2%	+$125	﹤0.01%	978
2026 Q1	$57K	Buy	451 +1	+0.2%	+$129	﹤0.01%	859
2025 Q4	$56.1K	Hold	450	–	–	﹤0.01%	824
2025 Q3	$60.6K	Hold	450	–	–	﹤0.01%	791
2025 Q2	$54.1K	Hold	450	–	–	﹤0.01%	842
2025 Q1	$57.8K	Hold	450	–	–	﹤0.01%	780
2024 Q4	$54.6K	Hold	450	–	–	﹤0.01%	766
2024 Q3	$55.9K	Hold	450	–	–	﹤0.01%	747
2024 Q2	$47.8K	Hold	450	–	–	﹤0.01%	756
2024 Q1	$48.3K	Hold	450	–	–	﹤0.01%	734
2023 Q4	$47.5K	Hold	450	–	–	﹤0.01%	695
2023 Q3	$44K	Hold	450	–	–	0.01%	659
2023 Q2	$53.5K	Hold	450	–	–	0.01%	617
2023 Q1	$57.6K	Hold	450	–	–	0.01%	566
2022 Q4	$53.2K	Hold	450	–	–	0.01%	559
2022 Q3	$52K	Hold	450	–	–	0.01%	542
2022 Q2	$58K	Hold	450	–	–	0.01%	524
2022 Q1	$62K	Hold	450	–	–	0.01%	519
2021 Q4	$66K	Hold	450	–	–	0.01%	516
2021 Q3	$54K	Buy	+450	New	+$56.4K	0.01%	596

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

Creative Financial Designs's CPK Position: Q2 2026 in Review

Creative Financial Designs increased its Chesapeake Utilities (CPK) stake by 0.22% in Q2 2026, buying an estimated $125 and bringing the position to 452 shares worth $55.4K. The position accounts for ﹤0.01% of the portfolio, ranked #978.

Creative Financial Designs first reported a position in CPK in Q3 2021 and has held it in 20 quarters since. The position peaked at $66K in Q4 2021. 332 funds tracked by Wall St. Rank hold CPK as of Q2 2026.

Creative Financial Designs held 452 shares of Chesapeake Utilities worth $55.4K as of Q2 2026.
Creative Financial Designs bought 1 Chesapeake Utilities share in Q2 2026, an estimated $125.
Chesapeake Utilities made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #978 holding.
Creative Financial Designs first reported a position in Chesapeake Utilities in Q3 2021 and has held it in 20 quarters since.
Creative Financial Designs's Chesapeake Utilities position peaked at $66K in Q4 2021.
332 funds tracked by Wall St. Rank held Chesapeake Utilities as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.