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Next Financial Group’s Chesapeake Utilities CPK Stock Holding History

Next Financial Group’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
2021
Q4 		$3K Buy
18
+13
+260% +$1.73K ﹤0.01% 2515
2021
Q3 		$1K Buy
+5
New +$627 ﹤0.01% 2591

Other funds holding CPK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return

Next Financial Group's CPK Position: Q4 2021 in Review

Next Financial Group increased its Chesapeake Utilities (CPK) stake by 260% in Q4 2021, buying an estimated $1.73K and bringing the position to 18 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #2515.

Next Financial Group first reported a position in CPK in Q3 2021 and has held it in 2 quarters since. 248 funds tracked by Wall St. Rank hold CPK as of Q4 2021.

  • Next Financial Group held 18 shares of Chesapeake Utilities worth $3K as of Q4 2021.
  • Next Financial Group bought 13 Chesapeake Utilities shares in Q4 2021, an estimated $1.73K.
  • Chesapeake Utilities made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2515 holding.
  • Next Financial Group first reported a position in Chesapeake Utilities in Q3 2021 and has held it in 2 quarters since.
  • 248 funds tracked by Wall St. Rank held Chesapeake Utilities as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.