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Legacy Wealth Asset Management’s Chesapeake Utilities CPK Stock Holding History

Legacy Wealth Asset 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
2026
Q2 		$827K Sell
6,752
-4
-0.1% -$502 0.18% 156
2026
Q1 		$854K Sell
6,756
-119
-2% -$15.3K 0.21% 147
2025
Q4 		$858K Sell
6,875
-49
-0.7% -$6.46K 0.21% 143
2025
Q3 		$933K Buy
6,924
+33
+0.5% +$4.1K 0.23% 124
2025
Q2 		$828K Buy
6,891
+1,170
+20% +$147K 0.21% 123
2025
Q1 		$735K Sell
5,721
-73
-1% -$9.06K 0.2% 148
2024
Q4 		$703K Sell
5,794
-52
-0.9% -$6.44K 0.19% 161
2024
Q3 		$726K Sell
5,846
-27
-0.5% -$3.15K 0.19% 156
2024
Q2 		$624K Buy
5,873
+964
+20% +$103K 0.18% 184
2024
Q1 		$527K Buy
4,909
+22
+0.5% +$2.27K 0.15% 223
2023
Q4 		$516K Sell
4,887
-31
-0.6% -$2.96K 0.17% 217
2023
Q3 		$481K Buy
4,918
+185
+4% +$21K 0.18% 206
2023
Q2 		$563K Buy
4,733
+322
+7% +$40.7K 0.2% 181
2023
Q1 		$565K Sell
4,411
-147
-3% -$18.3K 0.2% 171
2022
Q4 		$539K Buy
4,558
+86
+2% +$10.1K 0.21% 167
2022
Q3 		$516K Sell
4,472
-202
-4% -$26.2K 0.23% 155
2022
Q2 		$606K Buy
4,674
+131
+3% +$17.1K 0.25% 149
2022
Q1 		$626K Sell
4,543
-163
-3% -$21.9K 0.22% 167
2021
Q4 		$686K Buy
4,706
+316
+7% +$42K 0.23% 158
2021
Q3 		$527K Buy
4,390
+22
+0.5% +$2.76K 0.24% 165
2021
Q2 		$526K Sell
4,368
-2
-0% -$237 0.23% 163
2021
Q1 		$507K Buy
4,370
+756
+21% +$81.6K 0.23% 169
2020
Q4 		$391K Buy
+3,614
New +$362K 0.2% 194

Other funds holding CPK

WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
FBT
First Bankers Trust Louisville, Kentucky $321M AUM 29.65% 1-Year Est. Return
FIM
Fruth Investment Management Houston, Texas $421M AUM 35.14% 1-Year Est. Return
WCP
Wealthcare Capital Partners West Chester, Pennsylvania $242M AUM 18.96% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
BAM
Byrne Asset Management Kingston, New Jersey $185M AUM 41.05% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return