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Vista Finance’s Chesapeake Utilities CPK Stock Holding History

Vista Finance’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
Q4 		– Sell
-1,559
Closed -$210K – 54
2025
Q3 		$210K Buy
+1,559
New +$194K 0.14% 51

Other funds holding CPK

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T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 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 $3.37T AUM 44.26% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
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
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return

Vista Finance's CPK Position: Q4 2025 in Review

Vista Finance sold out of Chesapeake Utilities (CPK) in Q4 2025, closing a stake of 1,559 shares — an estimated $210K sold.

Vista Finance first reported a position in CPK in Q3 2025 and held it in 1 quarter. The position peaked at $210K in Q3 2025. 314 funds tracked by Wall St. Rank hold CPK as of Q4 2025.

  • Vista Finance reported no remaining Chesapeake Utilities position as of Q4 2025 after selling out during the quarter.
  • Vista Finance sold 1,559 Chesapeake Utilities shares in Q4 2025, an estimated $210K.
  • Vista Finance first reported a position in Chesapeake Utilities in Q3 2025 and held it in 1 quarter.
  • Vista Finance's Chesapeake Utilities position peaked at $210K in Q3 2025.
  • 314 funds tracked by Wall St. Rank held Chesapeake Utilities as of Q4 2025.

Based on Vista Finance's 13F filing for Q4 2025, filed 27 Jan 2026.