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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
Q2 		$19.4K Buy
158
+37
+31% +$4.64K ﹤0.01% 1565
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

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 $3.38T AUM 44.17% 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

Rothschild Investment LLC's CPK Position: Q2 2026 in Review

Rothschild Investment LLC increased its Chesapeake Utilities (CPK) stake by 31% in Q2 2026, buying an estimated $4.64K and bringing the position to 158 shares worth $19.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1565.

Rothschild Investment LLC first reported a position in CPK in Q4 2023 and has held it in 11 quarters since. 333 funds tracked by Wall St. Rank hold CPK as of Q2 2026.

  • Rothschild Investment LLC held 158 shares of Chesapeake Utilities worth $19.4K as of Q2 2026.
  • Rothschild Investment LLC bought 37 Chesapeake Utilities shares in Q2 2026, an estimated $4.64K.
  • Chesapeake Utilities made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1565 holding.
  • Rothschild Investment LLC first reported a position in Chesapeake Utilities in Q4 2023 and has held it in 11 quarters since.
  • 333 funds tracked by Wall St. Rank held Chesapeake Utilities as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.