Legacy Wealth Management (Mississippi)’s Chesapeake Utilities CPK Stock Holding History

Legacy Wealth Management (Mississippi)’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 Q2	–	Sell	-12,470	Closed	-$1.6M	–	96
2025 Q1	$1.6M	Sell	12,470 -4,860	-28%	-$603K	0.52%	39
2024 Q4	$2.1M	Sell	17,330 -1,595	-8%	-$198K	0.84%	30
2024 Q3	$2.35M	Sell	18,925 -25	-0.1%	-$2.92K	0.86%	32
2024 Q2	$2.01M	Sell	18,950 -170	-0.9%	-$18.2K	0.85%	32
2024 Q1	$2.05M	Sell	19,120 -765	-4%	-$79K	0.92%	31
2023 Q4	$2.1M	Buy	19,885 +1,415	+8%	+$135K	1.01%	30
2023 Q3	$1.81M	Buy	+18,470	New	+$2.09M	0.94%	31

Other funds holding CPK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Legacy Wealth Management (Mississippi)'s CPK Position: Q2 2025 in Review

Legacy Wealth Management (Mississippi) sold out of Chesapeake Utilities (CPK) in Q2 2025, closing a stake of 12,470 shares — an estimated $1.6M sold.

Legacy Wealth Management (Mississippi) first reported a position in CPK in Q3 2023 and held it in 7 quarters. The position peaked at $2.35M in Q3 2024. 315 funds tracked by Wall St. Rank hold CPK as of Q2 2025.

Legacy Wealth Management (Mississippi) reported no remaining Chesapeake Utilities position as of Q2 2025 after selling out during the quarter.
Legacy Wealth Management (Mississippi) sold 12,470 Chesapeake Utilities shares in Q2 2025, an estimated $1.6M.
Legacy Wealth Management (Mississippi) first reported a position in Chesapeake Utilities in Q3 2023 and held it in 7 quarters.
Legacy Wealth Management (Mississippi)'s Chesapeake Utilities position peaked at $2.35M in Q3 2024.
315 funds tracked by Wall St. Rank held Chesapeake Utilities as of Q2 2025.

Based on Legacy Wealth Management (Mississippi)'s 13F filing for Q2 2025, filed 1 Jul 2025.