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CoreCap Advisors’s Chesapeake Utilities CPK Stock Holding History

CoreCap 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
Q3 		– Sell
-14
Closed -$1.72K – 3193
2026
Q2 		$1.72K Buy
+14
New +$1.76K ﹤0.01% 2577

Other funds holding CPK

CCM
Cox Capital Management Andover, Massachusetts $179M AUM 28.94% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
RWS
Retirement Wealth Solutions Marshfield, Wisconsin $189M AUM 13.41% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

CoreCap Advisors's CPK Position: Q3 2026 in Review

CoreCap Advisors sold out of Chesapeake Utilities (CPK) in Q3 2026, closing a stake of 14 shares — an estimated $1.72K sold.

CoreCap Advisors first reported a position in CPK in Q2 2026 and held it in 1 quarter. The position peaked at $1.72K in Q2 2026. 14 funds tracked by Wall St. Rank hold CPK as of Q3 2026.

  • CoreCap Advisors reported no remaining Chesapeake Utilities position as of Q3 2026 after selling out during the quarter.
  • CoreCap Advisors sold 14 Chesapeake Utilities shares in Q3 2026, an estimated $1.72K.
  • CoreCap Advisors first reported a position in Chesapeake Utilities in Q2 2026 and held it in 1 quarter.
  • CoreCap Advisors's Chesapeake Utilities position peaked at $1.72K in Q2 2026.
  • 14 funds tracked by Wall St. Rank held Chesapeake Utilities as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.