Root Financial Partners
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Root Financial Partners’s Chesapeake Utilities CPK Stock Holding History

Root Financial Partners’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 		$5.78K Buy
+45
New +$5.94K ﹤0.01% 2168
2026
Q2 		– Sell
-41
Closed -$5.18K – 1002
2026
Q1 		$5.18K Buy
41
+5
+14% +$644 ﹤0.01% 1942
2025
Q4 		$4.49K Buy
36
+7
+24% +$924 ﹤0.01% 1797
2025
Q3 		$3.91K Buy
+29
New +$3.6K ﹤0.01% 1803

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Root Financial Partners's CPK Position: Q3 2026 in Review

Root Financial Partners opened a new position in Chesapeake Utilities (CPK) in Q3 2026: 45 shares worth $5.78K. The stake represents ﹤0.01% of the portfolio and ranks #2168 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in CPK as recently as Q1 2026.

Root Financial Partners first reported a position in CPK in Q3 2025 and has held it in 4 quarters since. 155 funds tracked by Wall St. Rank hold CPK as of Q3 2026.

  • Root Financial Partners held 45 shares of Chesapeake Utilities worth $5.78K as of Q3 2026.
  • Chesapeake Utilities was a new Root Financial Partners position in Q3 2026.
  • Chesapeake Utilities made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2168 holding.
  • Root Financial Partners first reported a position in Chesapeake Utilities in Q3 2025 and has held it in 4 quarters since.
  • 155 funds tracked by Wall St. Rank held Chesapeake Utilities as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.