Wealthcare Capital Partners’s Chesapeake Utilities CPK Stock Holding History

Wealthcare Capital 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 Q2	$554K	Buy	4,521 +15	+0.3%	+$1.88K	0.23%	91
2026 Q1	$569K	Buy	4,506 +16	+0.4%	+$2.06K	0.27%	76
2025 Q4	$560K	Buy	4,490 +14	+0.3%	+$1.85K	0.26%	77
2025 Q3	$603K	Sell	4,476 -21	-0.5%	-$2.61K	0.28%	64
2025 Q2	$541K	Buy	4,497 +13	+0.3%	+$1.64K	0.27%	66
2025 Q1	$576K	Buy	4,484 +15	+0.3%	+$1.86K	0.3%	56
2024 Q4	$542K	Buy	+4,469	New	+$554K	0.28%	52

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Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return