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

Wealthspire Advisors (New York)’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 		$3.59M Sell
29,291
-84
-0.3% -$10.5K 0.02% 315
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

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

Wealthspire Advisors (New York)'s CPK Position: Q2 2026 in Review

Wealthspire Advisors (New York) reduced its Chesapeake Utilities (CPK) stake by 0.29% in Q2 2026, selling an estimated $10.5K and leaving 29,291 shares worth $3.59M. The position accounts for 0.02% of the portfolio, ranked #315.

Wealthspire Advisors (New York) first reported a position in CPK in Q1 2021 and has held it in 21 quarters since. The position peaked at $4.37M in Q1 2021. 333 funds tracked by Wall St. Rank hold CPK as of Q2 2026.

  • Wealthspire Advisors (New York) held 29,291 shares of Chesapeake Utilities worth $3.59M as of Q2 2026.
  • Wealthspire Advisors (New York) sold 84 Chesapeake Utilities shares in Q2 2026, an estimated $10.5K.
  • Chesapeake Utilities made up 0.02% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #315 holding.
  • Wealthspire Advisors (New York) first reported a position in Chesapeake Utilities in Q1 2021 and has held it in 21 quarters since.
  • Wealthspire Advisors (New York)'s Chesapeake Utilities position peaked at $4.37M in Q1 2021.
  • 333 funds tracked by Wall St. Rank held Chesapeake Utilities as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.