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Essential Partners’s Chesapeake Utilities CPK Stock Holding History

Essential Partners’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 		$21.7K Buy
169
+14
+9% +$1.85K 0.01% 884
2026
Q2 		$19K Buy
155
+115
+288% +$14.4K 0.01% 931
2026
Q1 		$5.05K Hold
40
– – ﹤0.01% 1570
2025
Q4 		$4.99K Buy
40
+3
+8% +$396 ﹤0.01% 1431
2025
Q3 		$4.98K Buy
+37
New +$4.59K ﹤0.01% 1427

Other funds holding CPK

CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
CCM
Cox Capital Management Andover, Massachusetts $179M AUM 28.94% 1-Year Est. Return
FIM
Fruth Investment Management Houston, Texas $409M AUM 32.01% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SOAMC
Spirit of America Management Corp Syosset, New York $537M AUM 31.71% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
FNFDCM
Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.18B AUM 27.44% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

Essential Partners's CPK Position: Q3 2026 in Review

Essential Partners increased its Chesapeake Utilities (CPK) stake by 9% in Q3 2026, buying an estimated $1.85K and bringing the position to 169 shares worth $21.7K. The position accounts for 0.01% of the portfolio, ranked #884.

Essential Partners first reported a position in CPK in Q3 2025 and has held it in 5 quarters since. 26 funds tracked by Wall St. Rank hold CPK as of Q3 2026.

  • Essential Partners held 169 shares of Chesapeake Utilities worth $21.7K as of Q3 2026.
  • Essential Partners bought 14 Chesapeake Utilities shares in Q3 2026, an estimated $1.85K.
  • Chesapeake Utilities made up 0.01% of Essential Partners's portfolio in Q3 2026, its #884 holding.
  • Essential Partners first reported a position in Chesapeake Utilities in Q3 2025 and has held it in 5 quarters since.
  • 26 funds tracked by Wall St. Rank held Chesapeake Utilities as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.