JFS Wealth Advisors’s Chesapeake Utilities CPK Stock Holding History

JFS 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 Q2	$27.6K	Buy	225 +4	+2%	+$502	﹤0.01%	679
2026 Q1	$27.9K	Sell	221 -4	-2%	-$515	﹤0.01%	656
2025 Q4	$28.1K	Buy	225 +6	+3%	+$792	﹤0.01%	658
2025 Q3	$29.5K	Sell	219 -2	-0.9%	-$248	﹤0.01%	615
2025 Q2	$26.6K	Buy	221 +210	+1,909%	+$26.4K	﹤0.01%	596
2025 Q1	$1.41K	Hold	11	–	–	﹤0.01%	1577
2024 Q4	$1.33K	Buy	11 +2	+22%	+$248	﹤0.01%	1618
2024 Q3	$1.12K	Hold	9	–	–	﹤0.01%	1668
2024 Q2	$956	Hold	9	–	–	﹤0.01%	1677
2024 Q1	$966	Hold	9	–	–	﹤0.01%	1668
2023 Q4	$951	Buy	9 +7	+350%	+$667	﹤0.01%	1668
2023 Q3	$196	Sell	2 -9	-82%	-$1.02K	﹤0.01%	1864
2023 Q2	$1.31K	Hold	11	–	–	﹤0.01%	1522
2023 Q1	$1.41K	Buy	11 +1	+10%	+$124	﹤0.01%	1483
2022 Q4	$1.18K	Sell	10 -2	-17%	-$235	﹤0.01%	1555
2022 Q3	$1K	Buy	12 +4	+50%	+$518	﹤0.01%	1518
2022 Q2	$1K	Sell	8 -2	-20%	-$261	﹤0.01%	1492
2022 Q1	$1K	Buy	10 +6	+150%	+$807	﹤0.01%	1609
2021 Q4	$1K	Buy	+4	New	+$532	﹤0.01%	1307
2018 Q2	–	Sell	-2	Closed	–	–	482
2018 Q1	$0	Buy	+2	New	+$142	﹤0.01%	530

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