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Lindbrook Capital’s Chesapeake Utilities CPK Stock Holding History

Lindbrook Capital’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 		$19.8K Hold
154
– – ﹤0.01% 1357
2024
Q4 		$18.7K Hold
154
– – ﹤0.01% 1318
2024
Q3 		$19.1K Sell
154
-1
-0.6% -$117 ﹤0.01% 1325
2024
Q2 		$16.5K Buy
155
+75
+94% +$8.03K ﹤0.01% 1353
2024
Q1 		$8.58K Sell
80
-7
-8% -$723 ﹤0.01% 1650
2023
Q4 		$9.19K Buy
87
+55
+172% +$5.24K ﹤0.01% 1595
2023
Q3 		$3.13K Buy
32
+28
+700% +$3.17K ﹤0.01% 1966
2023
Q2 		$476 Buy
+4
New +$506 ﹤0.01% 2525
2021
Q2 		– Sell
-4
Closed – – 1921
2021
Q1 		$0 Buy
+4
New +$432 ﹤0.01% 1886

Other funds holding CPK

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $4.87B AUM 31.21% 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 $167B AUM 44.17% 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

Lindbrook Capital's CPK Position: Q1 2025 in Review

Lindbrook Capital held its Chesapeake Utilities (CPK) position steady in Q1 2025 at 154 shares worth $19.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1357.

Lindbrook Capital first reported a position in CPK in Q1 2021 and has held it in 9 quarters since. 319 funds tracked by Wall St. Rank hold CPK as of Q1 2025.

  • Lindbrook Capital held 154 shares of Chesapeake Utilities worth $19.8K as of Q1 2025.
  • Lindbrook Capital left its Chesapeake Utilities share count unchanged in Q1 2025.
  • Chesapeake Utilities made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #1357 holding.
  • Lindbrook Capital first reported a position in Chesapeake Utilities in Q1 2021 and has held it in 9 quarters since.
  • 319 funds tracked by Wall St. Rank held Chesapeake Utilities as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.