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Van Hulzen Asset Management’s Chesapeake Utilities CPK Stock Holding History

Van Hulzen Asset Management’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
Q1 		– Sell
-10
Closed -$1.21K – 459
2024
Q4 		$1.21K Buy
+10
New +$1.24K ﹤0.01% 1002

Other funds holding CPK

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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
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Van Hulzen Asset Management's CPK Position: Q1 2025 in Review

Van Hulzen Asset Management sold out of Chesapeake Utilities (CPK) in Q1 2025, closing a stake of 10 shares — an estimated $1.21K sold.

Van Hulzen Asset Management first reported a position in CPK in Q4 2024 and held it in 1 quarter. The position peaked at $1.21K in Q4 2024. 319 funds tracked by Wall St. Rank hold CPK as of Q1 2025.

  • Van Hulzen Asset Management reported no remaining Chesapeake Utilities position as of Q1 2025 after selling out during the quarter.
  • Van Hulzen Asset Management sold 10 Chesapeake Utilities shares in Q1 2025, an estimated $1.21K.
  • Van Hulzen Asset Management first reported a position in Chesapeake Utilities in Q4 2024 and held it in 1 quarter.
  • Van Hulzen Asset Management's Chesapeake Utilities position peaked at $1.21K in Q4 2024.
  • 319 funds tracked by Wall St. Rank held Chesapeake Utilities as of Q1 2025.

Based on Van Hulzen Asset Management's 13F filing for Q1 2025, filed 14 May 2025.