Back to CPK
Legacy Wealth Asset Management, LLC → CPK
Legacy Wealth Asset Management, LLC CPK Position History
Chesapeake Utilities Corporation
Quarters held
5
Latest value
$712K
Q3 2026
Peak value
$933K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $933K |
| Q4 2025 | $858K |
| Q1 2026 | $854K |
| Q2 2026 | $827K |
| Q3 2026 | $712K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $712K | 5.5K | — | — |
| Q2 2026 | $827K | 6.8K | — | — |
| Q1 2026 | $854K | 6.8K | — | — |
| Q4 2025 | $858K | 6.9K | — | — |
| Q3 2025 | $933K | 6.9K | — | — |
Other funds holding CPK
$281.8M
$165.3M
$165.3M
$157.9M
$148.4M
$148.4M
$148.4M