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Kingsview Wealth Management’s Chesapeake Utilities CPK Stock Holding History

Kingsview Wealth Management’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
2025
Q4 		– Sell
-1,548
Closed -$209K – 1249
2025
Q3 		$209K Buy
+1,548
New +$192K ﹤0.01% 1129
2020
Q3 		– Sell
-2,625
Closed -$221K – 653
2020
Q2 		$221K Buy
+2,625
New +$228K 0.02% 507

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State Street
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Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return

Kingsview Wealth Management's CPK Position: Q4 2025 in Review

Kingsview Wealth Management sold out of Chesapeake Utilities (CPK) in Q4 2025, closing a stake of 1,548 shares — an estimated $209K sold.

Kingsview Wealth Management first reported a position in CPK in Q2 2020 and held it in 2 quarters. The position peaked at $221K in Q2 2020. 314 funds tracked by Wall St. Rank hold CPK as of Q4 2025.

  • Kingsview Wealth Management reported no remaining Chesapeake Utilities position as of Q4 2025 after selling out during the quarter.
  • Kingsview Wealth Management sold 1,548 Chesapeake Utilities shares in Q4 2025, an estimated $209K.
  • Kingsview Wealth Management first reported a position in Chesapeake Utilities in Q2 2020 and held it in 2 quarters.
  • Kingsview Wealth Management's Chesapeake Utilities position peaked at $221K in Q2 2020.
  • 314 funds tracked by Wall St. Rank held Chesapeake Utilities as of Q4 2025.

Based on Kingsview Wealth Management's 13F filing for Q4 2025, filed 9 Feb 2026.