Acumen Wealth Advisors, LLC

Position in CPK — Chesapeake Utilities Corp

CIK 1939202 CHATTANOOGA, TN

Position in CPK

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$10,043

+$1,956 QoQ

Shares Held

+28.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#289

of 331 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Acumen Wealth Advisors, LLC holds $54,110 across 4 Utilities - Regulated Gas names. CPK ranks #3 (18.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NI	Nisource Inc.	491	$23,347
2	BIPC	Brookfield Infrastructure Corp	310	$11,935
3	CPK	Chesapeake Utilities Corp This page	82	$10,043
4	OGS	ONE Gas, Inc.	114	$8,785

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,043	82	+28.1%	Shares	Sole	2026-08-03
2026-03-31	$8,087	64	0.0%	Shares	Sole	2026-05-13
2025-12-31	$7,984	64	—	Shares	Sole	2026-02-13
No filing history on record for this holder in this stock.