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True Wealth Design’s Chesapeake Utilities CPK Stock Holding History

True Wealth Design’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
-6
Closed -$722 – 2751
2025
Q2 		$722 Sell
6
-3
-33% -$377 ﹤0.01% 1596
2025
Q1 		$1.16K Buy
+9
New +$1.12K ﹤0.01% 1221

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

True Wealth Design's CPK Position: Q3 2025 in Review

True Wealth Design sold out of Chesapeake Utilities (CPK) in Q3 2025, closing a stake of 6 shares — an estimated $722 sold.

True Wealth Design first reported a position in CPK in Q1 2025 and held it in 2 quarters. The position peaked at $1.16K in Q1 2025. 313 funds tracked by Wall St. Rank hold CPK as of Q3 2025.

  • True Wealth Design reported no remaining Chesapeake Utilities position as of Q3 2025 after selling out during the quarter.
  • True Wealth Design sold 6 Chesapeake Utilities shares in Q3 2025, an estimated $722.
  • True Wealth Design first reported a position in Chesapeake Utilities in Q1 2025 and held it in 2 quarters.
  • True Wealth Design's Chesapeake Utilities position peaked at $1.16K in Q1 2025.
  • 313 funds tracked by Wall St. Rank held Chesapeake Utilities as of Q3 2025.

Based on True Wealth Design's 13F filing for Q3 2025, filed 21 Oct 2025.