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WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → CPK
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CPK Position History
Chesapeake Utilities Corporation
Quarters held
5
Latest value
$1.1M
Q3 2026
Peak value
$1.1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $867K |
| Q4 2025 | $721K |
| Q1 2026 | $572K |
| Q2 2026 | $806K |
| Q3 2026 | $1.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.1M | 8.9K | — | — |
| Q2 2026 | $806K | 6.3K | — | — |
| Q1 2026 | $572K | 4.4K | — | — |
| Q4 2025 | $721K | 5.9K | — | — |
| Q3 2025 | $867K | 6.3K | — | — |
Other funds holding CPK
$281.8M
$165.3M
$165.3M
$157.9M
$148.4M
$148.4M
$148.4M