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Mount Yale Investment Advisors’s Chesapeake Utilities CPK Stock Holding History

Mount Yale Investment 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
Q3 		– Sell
-213
Closed -$25.6K – 858
2025
Q2 		$25.6K Buy
+213
New +$26.8K ﹤0.01% 993
2019
Q1 		– Sell
-2,477
Closed -$218K – 318
2018
Q4 		$218K Sell
2,477
-153
-6% -$12.8K 0.04% 287
2018
Q3 		$215K Sell
2,630
-126
-5% -$10.7K 0.04% 295
2018
Q2 		$220K Sell
2,756
-24
-0.9% -$1.83K 0.04% 295
2018
Q1 		$196K Buy
+2,780
New +$198K 0.04% 294

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Mount Yale Investment Advisors's CPK Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Chesapeake Utilities (CPK) in Q3 2025, closing a stake of 213 shares — an estimated $25.6K sold.

Mount Yale Investment Advisors first reported a position in CPK in Q1 2018 and held it in 5 quarters. The position peaked at $220K in Q2 2018. 313 funds tracked by Wall St. Rank hold CPK as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining Chesapeake Utilities position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 213 Chesapeake Utilities shares in Q3 2025, an estimated $25.6K.
  • Mount Yale Investment Advisors first reported a position in Chesapeake Utilities in Q1 2018 and held it in 5 quarters.
  • Mount Yale Investment Advisors's Chesapeake Utilities position peaked at $220K in Q2 2018.
  • 313 funds tracked by Wall St. Rank held Chesapeake Utilities as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.