Creative Planning’s Chesapeake Utilities CPK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.19M | Buy |
9,410
+1,447
| +18% | +$186K | ﹤0.01% | 2314 |
|
|
2025
Q4 | $993K | Sell |
7,963
-683
| -8% | -$90.1K | ﹤0.01% | 2290 |
|
|
2025
Q3 | $1.16M | Buy |
8,646
+1,021
| +13% | +$127K | ﹤0.01% | 1975 |
|
|
2025
Q2 | $917K | Buy |
7,625
+162
| +2% | +$20.4K | ﹤0.01% | 1941 |
|
|
2025
Q1 | $958K | Sell |
7,463
-331
| -4% | -$41.1K | ﹤0.01% | 1756 |
|
|
2024
Q4 | $946K | Buy |
7,794
+88
| +1% | +$10.9K | ﹤0.01% | 1684 |
|
|
2024
Q3 | $957K | Buy |
7,706
+135
| +2% | +$15.8K | ﹤0.01% | 1545 |
|
|
2024
Q2 | $804K | Sell |
7,571
-281
| -4% | -$30.1K | ﹤0.01% | 1581 |
|
|
2024
Q1 | $843K | Buy |
7,852
+597
| +8% | +$61.6K | ﹤0.01% | 1456 |
|
|
2023
Q4 | $766K | Buy |
7,255
+4,435
| +157% | +$423K | ﹤0.01% | 1407 |
|
|
2023
Q3 | $276K | Buy |
2,820
+683
| +32% | +$77.4K | ﹤0.01% | 2006 |
|
|
2023
Q2 | $254K | Buy |
2,137
+510
| +31% | +$64.5K | ﹤0.01% | 2037 |
|
|
2023
Q1 | $208K | Buy |
+1,627
| New | +$202K | ﹤0.01% | 2105 |
|
|
2022
Q1 | – | Sell |
-1,915
| Closed | -$279K | – | 2364 |
|
|
2021
Q4 | $279K | Buy |
1,915
+237
| +14% | +$31.5K | ﹤0.01% | 1674 |
|
|
2021
Q3 | $201K | Buy |
+1,678
| New | +$210K | ﹤0.01% | 1862 |
|
|
2021
Q2 | – | Sell |
-1,919
| Closed | -$223K | – | 2176 |
|
|
2021
Q1 | $223K | Hold |
1,919
| – | – | ﹤0.01% | 2008 |
|
|
2020
Q4 | $208K | Buy |
+1,919
| New | +$192K | ﹤0.01% | 1875 |
|
|
2018
Q3 | – | Sell |
-2,840
| Closed | -$227K | – | 2089 |
|
|
2018
Q2 | $227K | Buy |
+2,840
| New | +$217K | ﹤0.01% | 1553 |
|
|
2018
Q1 | – | Sell |
-3,600
| Closed | -$283K | – | 2054 |
|
|
2017
Q4 | $283K | Sell |
3,600
-65
| -2% | -$5.25K | ﹤0.01% | 1397 |
|
|
2017
Q3 | $287K | Buy |
3,665
+691
| +23% | +$54.1K | ﹤0.01% | 1354 |
|
|
2017
Q2 | $223K | Sell |
2,974
-143
| -5% | -$10.5K | ﹤0.01% | 1458 |
|
|
2017
Q1 | $216K | Buy |
3,117
+198
| +7% | +$13.2K | ﹤0.01% | 1437 |
|
|
2016
Q4 | $195K | Buy |
2,919
+114
| +4% | +$7.28K | ﹤0.01% | 1421 |
|
|
2016
Q3 | $171K | Sell |
2,805
-2
| -0.1% | -$128 | ﹤0.01% | 1491 |
|
|
2016
Q2 | $186K | Hold |
2,807
| – | – | ﹤0.01% | 1290 |
|
|
2016
Q1 | $177K | Sell |
2,807
-13
| -0.5% | -$790 | ﹤0.01% | 1275 |
|
|
2015
Q4 | $160K | Buy |
2,820
+396
| +16% | +$21.2K | ﹤0.01% | 1344 |
|
|
2015
Q3 | $129K | Buy |
+2,424
| New | +$123K | ﹤0.01% | 1435 |
|
|
2015
Q2 | – | Sell |
-1,424
| Closed | -$72K | – | 1462 |
|
|
2015
Q1 | $72K | Hold |
1,424
| – | – | ﹤0.01% | 1760 |
|
|
2014
Q4 | $71K | Buy |
1,424
+154
| +12% | +$7.09K | ﹤0.01% | 1753 |
|
|
2014
Q3 | $53K | Sell |
1,270
-1
| -0.1% | -$45 | ﹤0.01% | 1883 |
|
|
2014
Q2 | $60K | Sell |
1,271
-171
| -12% | -$7.42K | ﹤0.01% | 1754 |
|
|
2014
Q1 | $61K | Hold |
1,442
| – | – | ﹤0.01% | 1675 |
|
|
2013
Q4 | $58K | Sell |
1,442
-280
| -16% | -$10.4K | ﹤0.01% | 1499 |
|
|
2013
Q3 | $60K | Hold |
1,722
| – | – | ﹤0.01% | 1403 |
|
|
2013
Q2 | $59K | Buy |
+1,722
| New | +$59.8K | ﹤0.01% | 1292 |
|
Other funds holding CPK
VCM
VPM
Creative Planning's CPK Position: Q1 2026 in Review
Creative Planning increased its Chesapeake Utilities (CPK) stake by 18% in Q1 2026, buying an estimated $186K and bringing the position to 9,410 shares worth $1.19M. The position accounts for ﹤0.01% of the portfolio, ranked #2314.
Creative Planning first reported a position in CPK in Q2 2013 and has held it in 36 quarters since. 340 funds tracked by Wall St. Rank hold CPK as of Q1 2026.
- Creative Planning held 9,410 shares of Chesapeake Utilities worth $1.19M as of Q1 2026.
- Creative Planning bought 1,447 Chesapeake Utilities shares in Q1 2026, an estimated $186K.
- Chesapeake Utilities made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2314 holding.
- Creative Planning first reported a position in Chesapeake Utilities in Q2 2013 and has held it in 36 quarters since.
- 340 funds tracked by Wall St. Rank held Chesapeake Utilities as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.