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LGT Financial Advisors’s Chesapeake Utilities CPK Stock Holding History

LGT Financial Advisors’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
Q1 		– Sell
-25
Closed -$3.03K – 393
2024
Q4 		$3.03K Hold
25
– – 0.01% 635
2024
Q3 		$3.1K Hold
25
– – 0.01% 619
2024
Q2 		$2.65K Hold
25
– – 0.01% 706
2024
Q1 		$2.68K Hold
25
– – ﹤0.01% 729
2023
Q4 		$2.64K Buy
+25
New +$2.38K ﹤0.01% 763

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

LGT Financial Advisors's CPK Position: Q1 2025 in Review

LGT Financial Advisors sold out of Chesapeake Utilities (CPK) in Q1 2025, closing a stake of 25 shares — an estimated $3.03K sold.

LGT Financial Advisors first reported a position in CPK in Q4 2023 and held it in 5 quarters. The position peaked at $3.1K in Q3 2024. 319 funds tracked by Wall St. Rank hold CPK as of Q1 2025.

  • LGT Financial Advisors reported no remaining Chesapeake Utilities position as of Q1 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 25 Chesapeake Utilities shares in Q1 2025, an estimated $3.03K.
  • LGT Financial Advisors first reported a position in Chesapeake Utilities in Q4 2023 and held it in 5 quarters.
  • LGT Financial Advisors's Chesapeake Utilities position peaked at $3.1K in Q3 2024.
  • 319 funds tracked by Wall St. Rank held Chesapeake Utilities as of Q1 2025.

Based on LGT Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.