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Basecamp Wealth Advisors’s Chesapeake Utilities CPK Stock Holding History

Basecamp Wealth Advisors’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 		$14.5K Sell
118
-199
-63% -$25K ﹤0.01% 920
2026
Q1 		$40.1K Hold
317
– – 0.01% 612
2025
Q4 		$39.5K Buy
+317
New +$41.8K 0.01% 589

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 $3.37T AUM 44.26% 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

Basecamp Wealth Advisors's CPK Position: Q2 2026 in Review

Basecamp Wealth Advisors reduced its Chesapeake Utilities (CPK) stake by 63% in Q2 2026, selling an estimated $25K and leaving 118 shares worth $14.5K. The position accounts for ﹤0.01% of the portfolio, ranked #920.

Basecamp Wealth Advisors first reported a position in CPK in Q4 2025 and has held it in 3 quarters since. The position peaked at $40.1K in Q1 2026. 332 funds tracked by Wall St. Rank hold CPK as of Q2 2026.

  • Basecamp Wealth Advisors held 118 shares of Chesapeake Utilities worth $14.5K as of Q2 2026.
  • Basecamp Wealth Advisors sold 199 Chesapeake Utilities shares in Q2 2026, an estimated $25K.
  • Chesapeake Utilities made up ﹤0.01% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #920 holding.
  • Basecamp Wealth Advisors first reported a position in Chesapeake Utilities in Q4 2025 and has held it in 3 quarters since.
  • Basecamp Wealth Advisors's Chesapeake Utilities position peaked at $40.1K in Q1 2026.
  • 332 funds tracked by Wall St. Rank held Chesapeake Utilities as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.