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Twin Peaks Wealth Advisors’s Chesapeake Utilities CPK Stock Holding History

Twin Peaks Wealth Advisors’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 		$6.19K Buy
+49
New +$6.31K ﹤0.01% 1302
2025
Q3 		– Sell
-74
Closed -$9.21K – 570
2025
Q2 		$9.21K Buy
+74
New +$9.31K ﹤0.01% 985

Other funds holding CPK

BlackRock
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

Twin Peaks Wealth Advisors's CPK Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Chesapeake Utilities (CPK) in Q1 2026: 49 shares worth $6.19K. The stake represents ﹤0.01% of the portfolio and ranks #1302 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in CPK as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in CPK in Q2 2025 and has held it in 2 quarters since. The position peaked at $9.21K in Q2 2025. 340 funds tracked by Wall St. Rank hold CPK as of Q1 2026.

  • Twin Peaks Wealth Advisors held 49 shares of Chesapeake Utilities worth $6.19K as of Q1 2026.
  • Chesapeake Utilities was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Chesapeake Utilities made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #1302 holding.
  • Twin Peaks Wealth Advisors first reported a position in Chesapeake Utilities in Q2 2025 and has held it in 2 quarters since.
  • Twin Peaks Wealth Advisors's Chesapeake Utilities position peaked at $9.21K in Q2 2025.
  • 340 funds tracked by Wall St. Rank held Chesapeake Utilities as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.