Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Chesapeake Utilities CPK Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$138K Buy
1,093
+68
+7% +$8.76K ﹤0.01% 3011
2025
Q4 		$128K Sell
1,025
-33
-3% -$4.35K ﹤0.01% 2884
2025
Q3 		$143K Buy
1,058
+156
+17% +$19.4K ﹤0.01% 2702
2025
Q2 		$108K Sell
902
-458
-34% -$57.6K ﹤0.01% 2642
2025
Q1 		$175K Buy
1,360
+56
+4% +$6.95K ﹤0.01% 2014
2024
Q4 		$158K Buy
1,304
+104
+9% +$12.9K ﹤0.01% 1982
2024
Q3 		$149K Buy
1,200
+41
+4% +$4.79K ﹤0.01% 1935
2024
Q2 		$123K Buy
1,159
+43
+4% +$4.6K ﹤0.01% 1847
2024
Q1 		$120K Sell
1,116
-46
-4% -$4.75K ﹤0.01% 1771
2023
Q4 		$123K Buy
1,162
+1,128
+3,318% +$108K ﹤0.01% 1631
2023
Q3 		$3K Sell
34
-94
-73% -$10.6K ﹤0.01% 3646
2023
Q2 		$15K Buy
128
+49
+62% +$6.2K ﹤0.01% 2804
2023
Q1 		$10K Buy
79
+11
+16% +$1.37K ﹤0.01% 2935
2022
Q4 		$8K Sell
68
-28
-29% -$3.29K ﹤0.01% 2913
2022
Q3 		$11K Buy
96
+33
+52% +$4.27K ﹤0.01% 2614
2022
Q2 		$8K Sell
63
-81
-56% -$10.6K ﹤0.01% 2690
2022
Q1 		$20K Buy
144
+97
+206% +$13.1K ﹤0.01% 2077
2021
Q4 		$7K Buy
+47
New +$6.25K ﹤0.01% 2533
2021
Q2 		$3K Hold
25
– – ﹤0.01% 2509
2021
Q1 		$3K Hold
25
– – ﹤0.01% 2509
2020
Q4 		$3K Hold
25
– – ﹤0.01% 2509
2020
Q3 		$3K Hold
25
– – ﹤0.01% 2509
2020
Q2 		$3K Hold
25
– – ﹤0.01% 2508
2020
Q1 		$3K Hold
25
– – ﹤0.01% 2507
2019
Q4 		$3K Hold
25
– – ﹤0.01% 2507
2019
Q3 		$3K Hold
25
– – ﹤0.01% 2507
2019
Q2 		$3K Hold
25
– – ﹤0.01% 2507
2019
Q1 		$3K Buy
+25
New +$2.22K ﹤0.01% 2507

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

Carson Wealth (CWM LLC)'s CPK Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Chesapeake Utilities (CPK) stake by 6.6% in Q1 2026, buying an estimated $8.76K and bringing the position to 1,093 shares worth $138K. The position accounts for ﹤0.01% of the portfolio, ranked #3011.

Carson Wealth (CWM LLC) first reported a position in CPK in Q1 2019 and has held it in 28 quarters since. The position peaked at $175K in Q1 2025. 340 funds tracked by Wall St. Rank hold CPK as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,093 shares of Chesapeake Utilities worth $138K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 68 Chesapeake Utilities shares in Q1 2026, an estimated $8.76K.
  • Chesapeake Utilities made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3011 holding.
  • Carson Wealth (CWM LLC) first reported a position in Chesapeake Utilities in Q1 2019 and has held it in 28 quarters since.
  • Carson Wealth (CWM LLC)'s Chesapeake Utilities position peaked at $175K in Q1 2025.
  • 340 funds tracked by Wall St. Rank held Chesapeake Utilities as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.