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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
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

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Rialto Wealth Management's CPK Position: Q1 2026 in Review

Rialto Wealth Management held its Chesapeake Utilities (CPK) position steady in Q1 2026 at 1 share worth $127. The position accounts for ﹤0.01% of the portfolio, ranked #1645.

Rialto Wealth Management first reported a position in CPK in Q2 2025 and has held it in 4 quarters since. The position peaked at $135 in Q3 2025. 340 funds tracked by Wall St. Rank hold CPK as of Q1 2026.

  • Rialto Wealth Management held 1 share of Chesapeake Utilities worth $127 as of Q1 2026.
  • Rialto Wealth Management left its Chesapeake Utilities share count unchanged in Q1 2026.
  • Chesapeake Utilities made up ﹤0.01% of Rialto Wealth Management's portfolio in Q1 2026, its #1645 holding.
  • Rialto Wealth Management first reported a position in Chesapeake Utilities in Q2 2025 and has held it in 4 quarters since.
  • Rialto Wealth Management's Chesapeake Utilities position peaked at $135 in Q3 2025.
  • 340 funds tracked by Wall St. Rank held Chesapeake Utilities as of Q1 2026.

Based on Rialto Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.