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Stephens Consulting’s Chesapeake Utilities CPK Stock Holding History

Stephens Consulting’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
Q2 		– Sell
-10
Closed -$1.28K – 1375
2025
Q1 		$1.28K Buy
+10
New +$1.24K ﹤0.01% 545

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Vanguard Group
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State Street
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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
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return

Stephens Consulting's CPK Position: Q2 2025 in Review

Stephens Consulting sold out of Chesapeake Utilities (CPK) in Q2 2025, closing a stake of 10 shares — an estimated $1.28K sold.

Stephens Consulting first reported a position in CPK in Q1 2025 and held it in 1 quarter. The position peaked at $1.28K in Q1 2025. 315 funds tracked by Wall St. Rank hold CPK as of Q2 2025.

  • Stephens Consulting reported no remaining Chesapeake Utilities position as of Q2 2025 after selling out during the quarter.
  • Stephens Consulting sold 10 Chesapeake Utilities shares in Q2 2025, an estimated $1.28K.
  • Stephens Consulting first reported a position in Chesapeake Utilities in Q1 2025 and held it in 1 quarter.
  • Stephens Consulting's Chesapeake Utilities position peaked at $1.28K in Q1 2025.
  • 315 funds tracked by Wall St. Rank held Chesapeake Utilities as of Q2 2025.

Based on Stephens Consulting's 13F filing for Q2 2025, filed 25 Jul 2025.