Integrated Wealth Concepts’s Chesapeake Utilities CPK Stock Holding History

Integrated Wealth Concepts’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	$52.5K	Buy	+428	New	+$53.7K	﹤0.01%	3325

Other funds holding CPK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Integrated Wealth Concepts's CPK Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Chesapeake Utilities (CPK) in Q2 2026: 428 shares worth $52.5K. The stake represents ﹤0.01% of the portfolio and ranks #3325 among its holdings.

332 funds tracked by Wall St. Rank hold CPK as of Q2 2026.

Integrated Wealth Concepts held 428 shares of Chesapeake Utilities worth $52.5K as of Q2 2026.
Chesapeake Utilities was a new Integrated Wealth Concepts position in Q2 2026.
Chesapeake Utilities made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #3325 holding.
332 funds tracked by Wall St. Rank held Chesapeake Utilities as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.