Wealthspire Advisors (New York)’s Chesapeake Utilities CPK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.71M	Sell	29,375 -113	-0.4%	-$14.6K	0.03%	193
2025 Q4	$3.68M	Buy	29,488 +93	+0.3%	+$12.3K	0.03%	191
2025 Q3	$3.96M	Sell	29,395 -74	-0.3%	-$9.19K	0.02%	185
2025 Q2	$3.54M	Buy	29,469 +28	+0.1%	+$3.52K	0.02%	198
2025 Q1	$3.78M	Buy	29,441 +47	+0.2%	+$5.83K	0.02%	183
2024 Q4	$3.57M	Sell	29,394 -81	-0.3%	-$10K	0.04%	177
2024 Q3	$3.66M	Hold	29,475	–	–	0.04%	168
2024 Q2	$3.13M	Buy	29,475 +224	+0.8%	+$24K	0.04%	147
2024 Q1	$3.14M	Buy	29,251 +95	+0.3%	+$9.81K	0.04%	145
2023 Q4	$3.08M	Hold	29,156	–	–	0.04%	147
2023 Q3	$2.85M	Hold	29,156	–	–	0.05%	136
2023 Q2	$3.47M	Hold	29,156	–	–	0.06%	111
2023 Q1	$3.73M	Sell	29,156 -287	-1%	-$35.6K	0.06%	108
2022 Q4	$3.48M	Buy	29,443 +287	+1%	+$33.7K	0.06%	116
2022 Q3	$3.36M	Hold	29,156	–	–	0.07%	111
2022 Q2	$3.78M	Buy	29,156 +95	+0.3%	+$12.4K	0.08%	105
2022 Q1	$4M	Sell	29,061 -26	-0.1%	-$3.5K	0.09%	86
2021 Q4	$4.24M	Buy	29,087 +26	+0.1%	+$3.46K	0.09%	87
2021 Q3	$3.49M	Buy	+29,061	New	+$3.64M	0.07%	112
2021 Q2	–	Sell	-37,607	Closed	-$4.37M	–	434
2021 Q1	$4.37M	Buy	+37,607	New	+$4.06M	0.1%	96