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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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Larson Financial Group's CPK Position: Q1 2026 in Review

Larson Financial Group reduced its Chesapeake Utilities (CPK) stake by 17% in Q1 2026, selling an estimated $386 and leaving 15 shares worth $1.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2971.

Larson Financial Group first reported a position in CPK in Q3 2023 and has held it in 10 quarters since. The position peaked at $63.4K in Q4 2023. 340 funds tracked by Wall St. Rank hold CPK as of Q1 2026.

  • Larson Financial Group held 15 shares of Chesapeake Utilities worth $1.9K as of Q1 2026.
  • Larson Financial Group sold 3 Chesapeake Utilities shares in Q1 2026, an estimated $386.
  • Chesapeake Utilities made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #2971 holding.
  • Larson Financial Group first reported a position in Chesapeake Utilities in Q3 2023 and has held it in 10 quarters since.
  • Larson Financial Group's Chesapeake Utilities position peaked at $63.4K in Q4 2023.
  • 340 funds tracked by Wall St. Rank held Chesapeake Utilities as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.