Larson Financial Group
CPK icon

Larson Financial Group’s Chesapeake Utilities CPK Stock Holding History

Larson 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
2026
Q3 		$6.42K Sell
50
-92
-65% -$12.1K ﹤0.01% 2741
2026
Q2 		$17.3K Buy
142
+127
+847% +$15.9K ﹤0.01% 2087
2026
Q1 		$1.9K Sell
15
-3
-17% -$386 ﹤0.01% 2971
2025
Q4 		$2.25K Hold
18
– – ﹤0.01% 2749
2025
Q3 		$2.42K Sell
18
-3
-14% -$373 ﹤0.01% 2627
2025
Q2 		$2.52K Sell
21
-29
-58% -$3.65K ﹤0.01% 2333
2025
Q1 		$6.42K Buy
50
+45
+900% +$5.58K ﹤0.01% 1805
2024
Q4 		$607 Hold
5
– – ﹤0.01% 2151
2024
Q3 		$621 Hold
5
– – ﹤0.01% 2081
2024
Q2 		$531 Buy
+5
New +$535 ﹤0.01% 1824
2024
Q1 		– Sell
-600
Closed -$63.4K – 1810
2023
Q4 		$63.4K Hold
600
– – 0.01% 588
2023
Q3 		$58.6K Buy
+600
New +$68K 0.01% 572

Other funds holding CPK

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Larson Financial Group's CPK Position: Q3 2026 in Review

Larson Financial Group reduced its Chesapeake Utilities (CPK) stake by 65% in Q3 2026, selling an estimated $12.1K and leaving 50 shares worth $6.42K. The position accounts for ﹤0.01% of the portfolio, ranked #2741.

Larson Financial Group first reported a position in CPK in Q3 2023 and has held it in 12 quarters since. The position peaked at $63.4K in Q4 2023. 260 funds tracked by Wall St. Rank hold CPK as of Q3 2026.

  • Larson Financial Group held 50 shares of Chesapeake Utilities worth $6.42K as of Q3 2026.
  • Larson Financial Group sold 92 Chesapeake Utilities shares in Q3 2026, an estimated $12.1K.
  • Chesapeake Utilities made up ﹤0.01% of Larson Financial Group's portfolio in Q3 2026, its #2741 holding.
  • Larson Financial Group first reported a position in Chesapeake Utilities in Q3 2023 and has held it in 12 quarters since.
  • Larson Financial Group's Chesapeake Utilities position peaked at $63.4K in Q4 2023.
  • 260 funds tracked by Wall St. Rank held Chesapeake Utilities as of Q3 2026.

Based on Larson Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.