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Rialto Wealth Management’s Chesapeake Utilities CPK Stock Holding History

Rialto Wealth 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 		$123 Hold
1
– – ﹤0.01% 1891
2026
Q1 		$127 Hold
1
– – ﹤0.01% 1645
2025
Q4 		$125 Hold
1
– – ﹤0.01% 1603
2025
Q3 		$135 Hold
1
– – ﹤0.01% 1562
2025
Q2 		$121 Buy
+1
New +$126 ﹤0.01% 1500

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

Rialto Wealth Management's CPK Position: Q2 2026 in Review

Rialto Wealth Management held its Chesapeake Utilities (CPK) position steady in Q2 2026 at 1 share worth $123. The position accounts for ﹤0.01% of the portfolio, ranked #1891.

Rialto Wealth Management first reported a position in CPK in Q2 2025 and has held it in 5 quarters since. The position peaked at $135 in Q3 2025. 333 funds tracked by Wall St. Rank hold CPK as of Q2 2026.

  • Rialto Wealth Management held 1 share of Chesapeake Utilities worth $123 as of Q2 2026.
  • Rialto Wealth Management left its Chesapeake Utilities share count unchanged in Q2 2026.
  • Chesapeake Utilities made up ﹤0.01% of Rialto Wealth Management's portfolio in Q2 2026, its #1891 holding.
  • Rialto Wealth Management first reported a position in Chesapeake Utilities in Q2 2025 and has held it in 5 quarters since.
  • Rialto Wealth Management's Chesapeake Utilities position peaked at $135 in Q3 2025.
  • 333 funds tracked by Wall St. Rank held Chesapeake Utilities as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.