U.S. Capital Wealth Advisors’s Chesapeake Utilities CPK Stock Holding History

U.S. Capital 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	$460K	Buy	3,637 +37	+1%	+$4.76K	0.01%	694
2025 Q4	$449K	Hold	3,600	–	–	0.01%	683
2025 Q3	$485K	Hold	3,600	–	–	0.01%	645
2025 Q2	$433K	Buy	3,600 +600	+20%	+$75.5K	0.01%	629
2025 Q1	$385K	Hold	3,000	–	–	0.01%	639
2024 Q4	$364K	Hold	3,000	–	–	0.01%	636
2024 Q3	$373K	Hold	3,000	–	–	0.01%	540
2024 Q2	$319K	Hold	3,000	–	–	0.01%	556
2024 Q1	$322K	Hold	3,000	–	–	0.01%	550
2023 Q4	$317K	Sell	3,000 -250	-8%	-$23.8K	0.01%	542
2023 Q3	$318K	Hold	3,250	–	–	0.01%	513
2023 Q2	$387K	Hold	3,250	–	–	0.02%	487
2023 Q1	$416K	Hold	3,250	–	–	0.02%	467
2022 Q4	$384K	Hold	3,250	–	–	0.02%	497
2022 Q3	$375K	Hold	3,250	–	–	0.02%	494
2022 Q2	$421K	Hold	3,250	–	–	0.02%	497
2022 Q1	$448K	Hold	3,250	–	–	0.02%	535
2021 Q4	$474K	Hold	3,250	–	–	0.02%	524
2021 Q3	$390K	Buy	+3,250	New	+$408K	0.02%	556

Other funds holding CPK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

U.S. Capital Wealth Advisors's CPK Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its Chesapeake Utilities (CPK) stake by 1% in Q1 2026, buying an estimated $4.76K and bringing the position to 3,637 shares worth $460K. The position accounts for 0.01% of the portfolio, ranked #694.

U.S. Capital Wealth Advisors first reported a position in CPK in Q3 2021 and has held it in 19 quarters since. The position peaked at $485K in Q3 2025. 340 funds tracked by Wall St. Rank hold CPK as of Q1 2026.

U.S. Capital Wealth Advisors held 3,637 shares of Chesapeake Utilities worth $460K as of Q1 2026.
U.S. Capital Wealth Advisors bought 37 Chesapeake Utilities shares in Q1 2026, an estimated $4.76K.
Chesapeake Utilities made up 0.01% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #694 holding.
U.S. Capital Wealth Advisors first reported a position in Chesapeake Utilities in Q3 2021 and has held it in 19 quarters since.
U.S. Capital Wealth Advisors's Chesapeake Utilities position peaked at $485K in Q3 2025.
340 funds tracked by Wall St. Rank held Chesapeake Utilities as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.