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

Other funds holding CPK

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

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wealthcare Capital Partners's CPK Position: Q2 2026 in Review

Wealthcare Capital Partners increased its Chesapeake Utilities (CPK) stake by 0.33% in Q2 2026, buying an estimated $1.88K and bringing the position to 4,521 shares worth $554K. The position accounts for 0.23% of the portfolio, ranked #91.

Wealthcare Capital Partners first reported a position in CPK in Q4 2024 and has held it in 7 quarters since. The position peaked at $603K in Q3 2025. 333 funds tracked by Wall St. Rank hold CPK as of Q2 2026.

Wealthcare Capital Partners held 4,521 shares of Chesapeake Utilities worth $554K as of Q2 2026.
Wealthcare Capital Partners bought 15 Chesapeake Utilities shares in Q2 2026, an estimated $1.88K.
Chesapeake Utilities made up 0.23% of Wealthcare Capital Partners's portfolio in Q2 2026, its #91 holding.
Wealthcare Capital Partners first reported a position in Chesapeake Utilities in Q4 2024 and has held it in 7 quarters since.
Wealthcare Capital Partners's Chesapeake Utilities position peaked at $603K in Q3 2025.
333 funds tracked by Wall St. Rank held Chesapeake Utilities as of Q2 2026.

Based on Wealthcare Capital Partners's 13F filing for Q2 2026, filed 9 Jul 2026.