DiNuzzo Private Wealth’s Chesapeake Utilities CPK Stock Holding History

DiNuzzo Private Wealth’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	$613	Buy	5 +1	+25%	+$125	﹤0.01%	1045
2026 Q1	$506	Hold	4	–	–	﹤0.01%	1083
2025 Q4	$500	Hold	4	–	–	﹤0.01%	1087
2025 Q3	$495	Buy	4 +1	+33%	+$124	﹤0.01%	1091
2025 Q2	$361	Sell	3 -1	-25%	-$126	﹤0.01%	1152
2025 Q1	$514	Sell	4 -1	-20%	-$124	﹤0.01%	1036
2024 Q4	$607	Buy	5 +1	+25%	+$124	﹤0.01%	1019
2024 Q3	$497	Buy	4 +2	+100%	+$234	﹤0.01%	1114
2024 Q2	$213	Buy	2 +1	+100%	+$107	﹤0.01%	1260
2024 Q1	$108	Sell	1 -2	-67%	-$206	﹤0.01%	1276
2023 Q4	$317	Buy	+3	New	+$286	﹤0.01%	1115

Other funds holding CPK

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

First Bankers Trust Louisville, Kentucky $321M AUM 29.65% 1-Year Est. Return

Fruth Investment Management Houston, Texas $421M AUM 35.14% 1-Year Est. Return

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return

Wealthcare Capital Partners West Chester, Pennsylvania $242M AUM 18.96% 1-Year Est. Return

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Byrne Asset Management Kingston, New Jersey $185M AUM 41.05% 1-Year Est. Return

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return