FFA
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Farther Finance Advisors’s Chesapeake Utilities CPK Stock Holding History

Farther Finance 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 		$130K Buy
1,012
+10
+1% +$1.32K ﹤0.01% 2648
2026
Q2 		$123K Sell
1,002
-63
-6% -$7.9K ﹤0.01% 2565
2026
Q1 		$136K Buy
1,065
+59
+6% +$7.6K ﹤0.01% 2286
2025
Q4 		$126K Sell
1,006
-54
-5% -$7.12K ﹤0.01% 2207
2025
Q3 		$143K Buy
1,060
+804
+314% +$99.9K ﹤0.01% 1821
2025
Q2 		$30.8K Sell
256
-59
-19% -$7.42K ﹤0.01% 2401
2025
Q1 		$40.8K Buy
315
+106
+51% +$13.2K ﹤0.01% 1996
2024
Q4 		$25.4K Sell
209
-11
-5% -$1.36K ﹤0.01% 1984
2024
Q3 		$27.3K Sell
220
-1,437
-87% -$168K ﹤0.01% 1945
2024
Q2 		$176K Buy
1,657
+1,655
+82,750% +$177K 0.01% 898
2024
Q1 		$213 Sell
2
-2
-50% -$206 ﹤0.01% 3258
2023
Q4 		$423 Sell
4
-20
-83% -$1.91K ﹤0.01% 3021
2023
Q3 		$2.35K Hold
24
– – ﹤0.01% 1794
2023
Q2 		$2.86K Hold
24
– – ﹤0.01% 1632
2023
Q1 		$3.07K Hold
24
– – ﹤0.01% 1483
2022
Q4 		$2.84K Buy
+24
New +$2.82K ﹤0.01% 1330

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
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
AIA
Aventus Investment Advisors Naples, Florida $137M AUM 14.14% 1-Year Est. Return

Farther Finance Advisors's CPK Position: Q3 2026 in Review

Farther Finance Advisors increased its Chesapeake Utilities (CPK) stake by 1% in Q3 2026, buying an estimated $1.32K and bringing the position to 1,012 shares worth $130K. The position accounts for ﹤0.01% of the portfolio, ranked #2648.

Farther Finance Advisors first reported a position in CPK in Q4 2022 and has held it in 16 quarters since. The position peaked at $176K in Q2 2024. 14 funds tracked by Wall St. Rank hold CPK as of Q3 2026.

  • Farther Finance Advisors held 1,012 shares of Chesapeake Utilities worth $130K as of Q3 2026.
  • Farther Finance Advisors bought 10 Chesapeake Utilities shares in Q3 2026, an estimated $1.32K.
  • Chesapeake Utilities made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #2648 holding.
  • Farther Finance Advisors first reported a position in Chesapeake Utilities in Q4 2022 and has held it in 16 quarters since.
  • Farther Finance Advisors's Chesapeake Utilities position peaked at $176K in Q2 2024.
  • 14 funds tracked by Wall St. Rank held Chesapeake Utilities as of Q3 2026.

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