EWA
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EverSource Wealth Advisors’s Chesapeake Utilities CPK Stock Holding History

EverSource Wealth 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
Q1 		$51.1K Buy
404
+79
+24% +$10.2K ﹤0.01% 1861
2025
Q4 		$40.5K Buy
325
+78
+32% +$10.3K ﹤0.01% 1894
2025
Q3 		$33.3K Buy
247
+25
+11% +$3.1K ﹤0.01% 1999
2025
Q2 		$26.7K Buy
222
+108
+95% +$13.6K ﹤0.01% 2068
2025
Q1 		$14.6K Buy
114
+10
+10% +$1.24K ﹤0.01% 1882
2024
Q4 		$12.6K Buy
104
+11
+12% +$1.36K ﹤0.01% 1877
2024
Q3 		$11.5K Hold
93
– – ﹤0.01% 1775
2024
Q2 		$11K Buy
93
+14
+18% +$1.5K ﹤0.01% 1800
2024
Q1 		$8.36K Buy
79
+22
+39% +$2.27K ﹤0.01% 1789
2023
Q4 		$6.02K Buy
57
+49
+613% +$4.67K ﹤0.01% 1783
2023
Q3 		$782 Sell
8
-7
-47% -$793 ﹤0.01% 2306
2023
Q2 		$1.78K Hold
15
– – ﹤0.01% 2061
2023
Q1 		$1.92K Sell
15
-15
-50% -$1.86K ﹤0.01% 1942
2022
Q4 		$3.55K Sell
30
-71
-70% -$8.34K ﹤0.01% 1726
2022
Q3 		$12K Hold
101
– – ﹤0.01% 1069
2022
Q2 		$13K Hold
101
– – ﹤0.01% 955
2022
Q1 		$14K Hold
101
– – ﹤0.01% 835
2021
Q4 		$14K Buy
+101
New +$13.4K ﹤0.01% 819

Other funds holding CPK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

EverSource Wealth Advisors's CPK Position: Q1 2026 in Review

EverSource Wealth Advisors increased its Chesapeake Utilities (CPK) stake by 24% in Q1 2026, buying an estimated $10.2K and bringing the position to 404 shares worth $51.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1861.

EverSource Wealth Advisors first reported a position in CPK in Q4 2021 and has held it in 18 quarters since. 340 funds tracked by Wall St. Rank hold CPK as of Q1 2026.

  • EverSource Wealth Advisors held 404 shares of Chesapeake Utilities worth $51.1K as of Q1 2026.
  • EverSource Wealth Advisors bought 79 Chesapeake Utilities shares in Q1 2026, an estimated $10.2K.
  • Chesapeake Utilities made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #1861 holding.
  • EverSource Wealth Advisors first reported a position in Chesapeake Utilities in Q4 2021 and has held it in 18 quarters since.
  • 340 funds tracked by Wall St. Rank held Chesapeake Utilities as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.