Beacon Investment Advisory Services’s Chesapeake Utilities CPK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$26.9K Hold
220
﹤0.01% 502
2026
Q1
$27.8K Buy
+220
New +$28.3K ﹤0.01% 503

Other funds holding CPK

Beacon Investment Advisory Services's CPK Position: Q2 2026 in Review

Beacon Investment Advisory Services held its Chesapeake Utilities (CPK) position steady in Q2 2026 at 220 shares worth $26.9K. The position accounts for ﹤0.01% of the portfolio, ranked #502.

Beacon Investment Advisory Services first reported a position in CPK in Q1 2026 and has held it in 2 quarters since. The position peaked at $27.8K in Q1 2026. 333 funds tracked by Wall St. Rank hold CPK as of Q2 2026.

  • Beacon Investment Advisory Services held 220 shares of Chesapeake Utilities worth $26.9K as of Q2 2026.
  • Beacon Investment Advisory Services left its Chesapeake Utilities share count unchanged in Q2 2026.
  • Chesapeake Utilities made up ﹤0.01% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #502 holding.
  • Beacon Investment Advisory Services first reported a position in Chesapeake Utilities in Q1 2026 and has held it in 2 quarters since.
  • Beacon Investment Advisory Services's Chesapeake Utilities position peaked at $27.8K in Q1 2026.
  • 333 funds tracked by Wall St. Rank held Chesapeake Utilities as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.