RIL
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Rothschild Investment LLC’s Chesapeake Utilities CPK Stock Holding History

Rothschild Investment LLC’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
Q1 		$15.3K Sell
121
-3
-2% -$386 ﹤0.01% 1519
2025
Q4 		$15.5K Sell
124
-6
-5% -$792 ﹤0.01% 1410
2025
Q3 		$17.5K Sell
130
-10
-7% -$1.24K ﹤0.01% 1271
2025
Q2 		$16.8K Buy
140
+10
+8% +$1.26K ﹤0.01% 1056
2025
Q1 		$16.7K Buy
130
+10
+8% +$1.24K ﹤0.01% 1048
2024
Q4 		$14.6K Buy
120
+3
+3% +$372 ﹤0.01% 1081
2024
Q3 		$14.5K Buy
117
+17
+17% +$1.99K ﹤0.01% 1066
2024
Q2 		$10.6K Buy
100
+10
+11% +$1.07K ﹤0.01% 1092
2024
Q1 		$9.66K Hold
90
– – ﹤0.01% 1054
2023
Q4 		$9.51K Buy
+90
New +$8.58K ﹤0.01% 1002

Other funds holding CPK

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T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return