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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
Q3 		$712K Sell
5,546
-1,206
-18% -$159K 0.16% 189
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

CCM
Cox Capital Management Andover, Massachusetts $179M AUM 28.94% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
RWS
Retirement Wealth Solutions Marshfield, Wisconsin $189M AUM 13.41% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
AIA
Aventus Investment Advisors Naples, Florida $137M AUM 14.14% 1-Year Est. Return

Legacy Wealth Asset Management's CPK Position: Q3 2026 in Review

Legacy Wealth Asset Management reduced its Chesapeake Utilities (CPK) stake by 18% in Q3 2026, selling an estimated $159K and leaving 5,546 shares worth $712K. The position accounts for 0.16% of the portfolio, ranked #189.

Legacy Wealth Asset Management first reported a position in CPK in Q4 2020 and has held it in 24 quarters since. The position peaked at $933K in Q3 2025. 14 funds tracked by Wall St. Rank hold CPK as of Q3 2026.

  • Legacy Wealth Asset Management held 5,546 shares of Chesapeake Utilities worth $712K as of Q3 2026.
  • Legacy Wealth Asset Management sold 1,206 Chesapeake Utilities shares in Q3 2026, an estimated $159K.
  • Chesapeake Utilities made up 0.16% of Legacy Wealth Asset Management's portfolio in Q3 2026, its #189 holding.
  • Legacy Wealth Asset Management first reported a position in Chesapeake Utilities in Q4 2020 and has held it in 24 quarters since.
  • Legacy Wealth Asset Management's Chesapeake Utilities position peaked at $933K in Q3 2025.
  • 14 funds tracked by Wall St. Rank held Chesapeake Utilities as of Q3 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.