Retirement Wealth Solutions
CPK icon

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
Q3 		$11.9K Hold
93
– – 0.01% 245
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

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Tributary Capital Management
Tributary Capital Management Omaha, Nebraska $1.09B AUM 35.37% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $21.9B AUM 28.42% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Retirement Wealth Solutions's CPK Position: Q3 2026 in Review

Retirement Wealth Solutions held its Chesapeake Utilities (CPK) position steady in Q3 2026 at 93 shares worth $11.9K. The position accounts for 0.01% of the portfolio, ranked #245.

Retirement Wealth Solutions first reported a position in CPK in Q4 2024 and has held it in 8 quarters since. The position peaked at $14.7K in Q3 2025. 155 funds tracked by Wall St. Rank hold CPK as of Q3 2026.

  • Retirement Wealth Solutions held 93 shares of Chesapeake Utilities worth $11.9K as of Q3 2026.
  • Retirement Wealth Solutions left its Chesapeake Utilities share count unchanged in Q3 2026.
  • Chesapeake Utilities made up 0.01% of Retirement Wealth Solutions's portfolio in Q3 2026, its #245 holding.
  • Retirement Wealth Solutions first reported a position in Chesapeake Utilities in Q4 2024 and has held it in 8 quarters since.
  • Retirement Wealth Solutions's Chesapeake Utilities position peaked at $14.7K in Q3 2025.
  • 155 funds tracked by Wall St. Rank held Chesapeake Utilities as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.