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Retirement Wealth Solutions’s Chesapeake Utilities CPK Stock Holding History

Retirement Wealth Solutions’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 		$11.4K Hold
93
– – 0.01% 215
2026
Q1 		$11.7K Sell
93
-16
-15% -$2.06K 0.01% 193
2025
Q4 		$13.7K Hold
109
– – 0.01% 191
2025
Q3 		$14.7K Sell
109
-3
-3% -$373 0.01% 188
2025
Q2 		$13.5K Hold
112
– – 0.01% 202
2025
Q1 		$14.4K Hold
112
– – 0.01% 174
2024
Q4 		$13.1K Buy
+112
New +$13.9K 0.01% 200

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

Retirement Wealth Solutions's CPK Position: Q2 2026 in Review

Retirement Wealth Solutions held its Chesapeake Utilities (CPK) position steady in Q2 2026 at 93 shares worth $11.4K. The position accounts for 0.01% of the portfolio, ranked #215.

Retirement Wealth Solutions first reported a position in CPK in Q4 2024 and has held it in 7 quarters since. The position peaked at $14.7K in Q3 2025. 333 funds tracked by Wall St. Rank hold CPK as of Q2 2026.

  • Retirement Wealth Solutions held 93 shares of Chesapeake Utilities worth $11.4K as of Q2 2026.
  • Retirement Wealth Solutions left its Chesapeake Utilities share count unchanged in Q2 2026.
  • Chesapeake Utilities made up 0.01% of Retirement Wealth Solutions's portfolio in Q2 2026, its #215 holding.
  • Retirement Wealth Solutions first reported a position in Chesapeake Utilities in Q4 2024 and has held it in 7 quarters since.
  • Retirement Wealth Solutions's Chesapeake Utilities position peaked at $14.7K in Q3 2025.
  • 333 funds tracked by Wall St. Rank held Chesapeake Utilities as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.