Wealth Enhancement Advisory Services
CPK icon

Wealth Enhancement Advisory Services’s Chesapeake Utilities CPK Stock Holding History

Wealth Enhancement Advisory Services’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 		$806K Buy
6,255
+1,835
+42% +$230K ﹤0.01% 2251
2026
Q1 		$572K Sell
4,420
-1,505
-25% -$194K ﹤0.01% 2212
2025
Q4 		$721K Sell
5,925
-350
-6% -$46.2K ﹤0.01% 2193
2025
Q3 		$867K Sell
6,275
-21
-0.3% -$2.61K ﹤0.01% 1955
2025
Q2 		$775K Buy
6,296
+1,987
+46% +$250K ﹤0.01% 1901
2025
Q1 		$553K Sell
4,309
-87
-2% -$10.8K ﹤0.01% 1985
2024
Q4 		$533K Buy
4,396
+153
+4% +$19K ﹤0.01% 1950
2024
Q3 		$527K Buy
4,243
+466
+12% +$54.4K ﹤0.01% 1803
2024
Q2 		$401K Sell
3,777
-264
-7% -$28.3K ﹤0.01% 1783
2024
Q1 		$434K Sell
4,041
-130
-3% -$13.4K ﹤0.01% 1675
2023
Q4 		$441K Buy
4,171
+759
+22% +$72.4K ﹤0.01% 1589
2023
Q3 		$334K Buy
+3,412
New +$386K ﹤0.01% 1677

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

Wealth Enhancement Advisory Services's CPK Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Chesapeake Utilities (CPK) stake by 42% in Q2 2026, buying an estimated $230K and bringing the position to 6,255 shares worth $806K. The position accounts for ﹤0.01% of the portfolio, ranked #2251.

Wealth Enhancement Advisory Services first reported a position in CPK in Q3 2023 and has held it in 12 quarters since. The position peaked at $867K in Q3 2025. 332 funds tracked by Wall St. Rank hold CPK as of Q2 2026.

  • Wealth Enhancement Advisory Services held 6,255 shares of Chesapeake Utilities worth $806K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 1,835 Chesapeake Utilities shares in Q2 2026, an estimated $230K.
  • Chesapeake Utilities made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2251 holding.
  • Wealth Enhancement Advisory Services first reported a position in Chesapeake Utilities in Q3 2023 and has held it in 12 quarters since.
  • Wealth Enhancement Advisory Services's Chesapeake Utilities position peaked at $867K in Q3 2025.
  • 332 funds tracked by Wall St. Rank held Chesapeake Utilities as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.