CPK β€” CHESAPEAKE UTILS CORP

Ownership history in Prospera Financial Services Inc  Β·  1 quarter on record

AI Ownership Summary

Prospera Financial Services Inc reported CHESAPEAKE UTILS CORP (CPK) in 1 quarterly 13F filing from 2026 Q1 through 2026 Q1. Peak portfolio weight reached 0.03% in 2026 Q1. The latest visible filing shows CPK at 0.03% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this CPK ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Prospera Financial Services Inc's position in CHESAPEAKE UTILS CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

CPK was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Prospera Financial Services Inc held CPK β€” position size vs. price
% of Fund (quarterly)    CPK price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 INITIATED 12,363 β€” β€” 0.03% $1.6M 2026-04-14 $129.33

FAQ About Prospera Financial Services Inc and CPK

These are the practical questions this page is built to answer before you even open the full history table.

How long has Prospera Financial Services Inc reported owning CPK?

Prospera Financial Services Inc reported CPK across 1 quarterly 13F filings, from 2026 Q1 through 2026 Q1.

What was the largest reported CPK position in Prospera Financial Services Inc's portfolio?

The largest reported portfolio weight for CPK was 0.03% in 2026 Q1.

What is the latest reported CPK position on this page?

The most recent filing on this page is 2026 Q1, when Prospera Financial Services Inc reported 12,363 shares, equal to 0.03% of portfolio, with an estimated market value of $1.6M.

What does the chart on this CPK ownership page compare?

The chart compares Prospera Financial Services Inc's quarterly CPK portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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