LRI Investments’s Chesapeake Utilities CPK Stock Holding History

LRI Investments’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	$122	Buy	+1	New	+$125	﹤0.01%	1824

Other funds holding CPK

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Tributary Capital Management Omaha, Nebraska $1.22B AUM 44.12% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

Maryland State Retirement & Pension System Baltimore, Maryland $5.84B AUM 38.19% 1-Year Est. Return

LRI Investments's CPK Position: Q2 2026 in Review

LRI Investments opened a new position in Chesapeake Utilities (CPK) in Q2 2026: 1 share worth $122. The stake represents ﹤0.01% of the portfolio and ranks #1824 among its holdings.

97 funds tracked by Wall St. Rank hold CPK as of Q2 2026.

LRI Investments held 1 share of Chesapeake Utilities worth $122 as of Q2 2026.
Chesapeake Utilities was a new LRI Investments position in Q2 2026.
Chesapeake Utilities made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1824 holding.
97 funds tracked by Wall St. Rank held Chesapeake Utilities as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.