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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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JFS Wealth Advisors's CPK Position: Q2 2026 in Review

JFS Wealth Advisors increased its Chesapeake Utilities (CPK) stake by 1.8% in Q2 2026, buying an estimated $502 and bringing the position to 225 shares worth $27.6K. The position accounts for ﹤0.01% of the portfolio, ranked #679.

JFS Wealth Advisors first reported a position in CPK in Q1 2018 and has held it in 20 quarters since. The position peaked at $29.5K in Q3 2025. 332 funds tracked by Wall St. Rank hold CPK as of Q2 2026.

  • JFS Wealth Advisors held 225 shares of Chesapeake Utilities worth $27.6K as of Q2 2026.
  • JFS Wealth Advisors bought 4 Chesapeake Utilities shares in Q2 2026, an estimated $502.
  • Chesapeake Utilities made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #679 holding.
  • JFS Wealth Advisors first reported a position in Chesapeake Utilities in Q1 2018 and has held it in 20 quarters since.
  • JFS Wealth Advisors's Chesapeake Utilities position peaked at $29.5K in Q3 2025.
  • 332 funds tracked by Wall St. Rank held Chesapeake Utilities as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.