LPL Financial
CPK icon

LPL Financial’s Chesapeake Utilities CPK Stock Holding History

LPL Financial’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
Q2 		$2.05M Buy
16,774
+100
+0.6% +$12.5K ﹤0.01% 3711
2026
Q1 		$2.11M Sell
16,674
-45
-0.3% -$5.79K ﹤0.01% 3464
2025
Q4 		$2.09M Buy
16,719
+708
+4% +$93.4K ﹤0.01% 3374
2025
Q3 		$2.16M Buy
16,011
+955
+6% +$119K ﹤0.01% 3249
2025
Q2 		$1.81M Sell
15,056
-694
-4% -$87.3K ﹤0.01% 3217
2025
Q1 		$2.02M Buy
15,750
+2,033
+15% +$252K ﹤0.01% 2941
2024
Q4 		$1.66M Buy
13,717
+1,382
+11% +$171K ﹤0.01% 3036
2024
Q3 		$1.53M Buy
12,335
+159
+1% +$18.6K ﹤0.01% 2985
2024
Q2 		$1.29M Sell
12,176
-2,146
-15% -$230K ﹤0.01% 3006
2024
Q1 		$1.54M Buy
14,322
+1,207
+9% +$125K ﹤0.01% 2782
2023
Q4 		$1.39M Buy
13,115
+2,781
+27% +$265K ﹤0.01% 2753
2023
Q3 		$1.01M Buy
10,334
+765
+8% +$86.6K ﹤0.01% 2879
2023
Q2 		$1.14M Sell
9,569
-21
-0.2% -$2.66K ﹤0.01% 2738
2023
Q1 		$1.23M Buy
9,590
+4,764
+99% +$591K ﹤0.01% 2581
2022
Q4 		$570K Sell
4,826
-169
-3% -$19.8K ﹤0.01% 3133
2022
Q3 		$576K Buy
4,995
+358
+8% +$46.4K ﹤0.01% 3025
2022
Q2 		$601K Buy
4,637
+1,495
+48% +$195K ﹤0.01% 3052
2022
Q1 		$433K Sell
3,142
-93
-3% -$12.5K ﹤0.01% 3313
2021
Q4 		$472K Buy
3,235
+987
+44% +$131K ﹤0.01% 3325
2021
Q3 		$270K Buy
2,248
+434
+24% +$54.4K ﹤0.01% 3737
2021
Q2 		$218K Sell
1,814
-27
-1% -$3.2K ﹤0.01% 3843
2021
Q1 		$214K Sell
1,841
-44
-2% -$4.75K ﹤0.01% 3724
2020
Q4 		$204K Buy
+1,885
New +$189K ﹤0.01% 3507
2018
Q2 		– Sell
-3,086
Closed -$217K – 3223
2018
Q1 		$217K Buy
+3,086
New +$220K ﹤0.01% 2888

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 $153B AUM 38.14% 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 $150B AUM 40.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

LPL Financial's CPK Position: Q2 2026 in Review

LPL Financial increased its Chesapeake Utilities (CPK) stake by 0.6% in Q2 2026, buying an estimated $12.5K and bringing the position to 16,774 shares worth $2.05M. The position accounts for ﹤0.01% of the portfolio, ranked #3711.

LPL Financial first reported a position in CPK in Q1 2018 and has held it in 24 quarters since. The position peaked at $2.16M in Q3 2025. 332 funds tracked by Wall St. Rank hold CPK as of Q2 2026.

  • LPL Financial held 16,774 shares of Chesapeake Utilities worth $2.05M as of Q2 2026.
  • LPL Financial bought 100 Chesapeake Utilities shares in Q2 2026, an estimated $12.5K.
  • Chesapeake Utilities made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #3711 holding.
  • LPL Financial first reported a position in Chesapeake Utilities in Q1 2018 and has held it in 24 quarters since.
  • LPL Financial's Chesapeake Utilities position peaked at $2.16M in Q3 2025.
  • 332 funds tracked by Wall St. Rank held Chesapeake Utilities as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.