Chesapeake Utilities Corp
CPK- Exchange
- NYSE
- Industry
- Natural Gas Transmisison & Distribution
- SEC CIK
- 0000019745
No open-market purchases or sales by Chesapeake Utilities Corp insiders were filed in the last 90 days; 333 institutions reported holding it in 13F filings for Q2 2026, worth $2.73B in total; no superinvestor holds it.
13F holders, Q1 2023
Institutional positions in Chesapeake Utilities Corp as of Mar 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 273
- +23 vs. Q4 2022
- Shares held
- 13.4M
- +241.5K (+1.8%) vs. Q4 2022
- Total value
- $1.72B
- +$161.5M (+10.4%) vs. Q4 2022
- New holders
- 36
- 99 more added
- Sold out
- 13
- 86 more reduced
4 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting CPK on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 333 | $2.73B |
| Q1 2026 | 340 | $2.73B |
| Q4 2025 | 315 | $2.68B |
| Q3 2025 | 313 | $2.86B |
| Q2 2025 | 315 | $2.47B |
| Q1 2025 | 319 | $2.54B |
| Q4 2024 | 300 | $2.38B |
| Q3 2024 | 295 | $2.41B |
| Q2 2024 | 280 | $1.98B |
| Q1 2024 | 280 | $2.02B |
| Q4 2023 | 283 | $1.94B |
| Q3 2023 | 254 | $1.32B |
| Q2 2023 | 259 | $1.59B |
| Q1 2023 | 273 | $1.72B |
| Q4 2022 | 254 | $1.56B |
| Q3 2022 | 255 | $1.53B |
| Q2 2022 | 261 | $1.72B |
| Q1 2022 | 255 | $1.82B |
| Q4 2021 | 248 | $1.91B |
| Q3 2021 | 209 | $1.57B |
| Q2 2021 | 205 | $1.58B |
| Q1 2021 | 209 | $1.53B |
Institutions, Q1 2023
Shares, value and share of portfolio for each institution holding Chesapeake Utilities Corp; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 2 | $0 | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 1 | $128 | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 1 | $128 | 0.00% | 00.0% | Unchanged |
| 25 LLC | 4 | $507 | 0.00% | +4 | New |
| AdvisorNet Financial, Inc | 4 | $512 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 4 | $512 | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 4 | $512 | 0.00% | +1+33.3% | Added |
| RFP Financial Group LLC | 5 | $640 | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 5 | $668 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 7 | $869 | 0.00% | +2+40.0% | Added |
| Schubert & Co | 8 | $1.02K | 0.00% | +3+60.0% | Added |
| Ameritas Advisory Services, LLC | 10 | $1.28K | 0.00% | +10 | New |
| JFS Wealth Advisors, LLC | 11 | $1.41K | 0.00% | +1+10.0% | Added |
| Nalls Sherbakoff Group, LLC | 13 | $1.65K | 0.00% | +13 | New |
| EverSource Wealth Advisors, LLC | 15 | $1.92K | 0.00% | −15−50.0% | Reduced |
| Cornerstone Management, Inc. | 15 | $1.98K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 22 | $2.82K | 0.00% | +10+83.3% | Added |
| Capital Advisors, Ltd. LLC | 27 | $3.00K | 0.00% | +23+575.0% | Added |
| Farther Finance Advisors, LLC | 24 | $3.07K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 33 | $4.18K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 35 | $4.48K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 37 | $4.74K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 40 | $5.12K | 0.00% | +40 | New |
| Bell Investment Advisors, Inc | 43 | $5.50K | 0.00% | +14+48.3% | Added |
| Bartlett & Co. LLC | 50 | $6.00K | 0.00% | +50 | New |
| Pflug Koory, LLC | 50 | $6.40K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 50 | $6.40K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 50 | $6.43K | 0.00% | +50 | New |
| SRS Capital Advisors, Inc. | 56 | $7.14K | 0.00% | +6+12.0% | Added |
| Parkside Financial Bank & Trust | 59 | $7.55K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 118 | $9.35K | 0.00% | −100−45.9% | Reduced |
| Quantbot Technologies LP | 74 | $9.47K | 0.00% | −3,191−97.7% | Reduced |
| CWM, LLC | 79 | $10.0K | 0.00% | +11+16.2% | Added |
| Roble, Belko & Company, Inc | 90 | $12.0K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 100 | $12.8K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 110 | $14.0K | 0.01% | +42+61.8% | Added |
| GPS Wealth Strategies Group, LLC | 110 | $14.1K | 0.00% | +110 | New |
| Quadrant Capital Group LLC | 116 | $14.8K | 0.00% | +7+6.4% | Added |
| Colonial Trust Co | 117 | $15.0K | 0.00% | +117 | New |
| GWM Advisors LLC | 135 | $17.3K | 0.00% | −734−84.5% | Reduced |
| Crewe Advisors LLC | 145 | $18.6K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 149 | $19.1K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 151 | $19.3K | 0.00% | +3+2.0% | Added |
| Coastal Capital Group, Inc. | 160 | $20.5K | 0.00% | +1+0.6% | Added |
| Public Employees Retirement System of Ohio | 173 | $22.0K | 0.00% | +7+4.2% | Added |
| Foster Dykema Cabot & Co Inc | 175 | $22.0K | 0.00% | +175 | New |
| Jones Financial Companies LLLP | 177 | $22.7K | 0.00% | +177 | New |
| Fifth Third Bancorp | 193 | $24.7K | 0.00% | +76+65.0% | Added |
| Hollencrest Capital Management | 203 | $26.0K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 206 | $26.4K | 0.02% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 227 | $29.1K | 0.00% | +1+0.4% | Added |
| Lazard Asset Management LLC | 276 | $35.0K | 0.00% | +276 | New |
| Allworth Financial LP | 313 | $40.1K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 346 | $44.3K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 347 | $44.6K | 0.00% | +14+4.2% | Added |
| Aquatic Capital Management LLC | 400 | $51.0K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 416 | $53.2K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 450 | $57.6K | 0.01% | 00.0% | Unchanged |
| Assetmark, Inc | 514 | $65.8K | 0.00% | −283−35.5% | Reduced |
| First Horizon Advisors, Inc. | 595 | $76.2K | 0.00% | 00.0% | Unchanged |
| Point72 Middle East FZE | 630 | $80.6K | 0.00% | +223+54.8% | Added |
| Vestcor Inc | 663 | $85.0K | 0.00% | 00.0% | Unchanged |
| Shell Asset Management Co | 857 | $110.0K | 0.00% | −3−0.3% | Reduced |
| Tradewinds Capital Management, LLC | 920 | $117.8K | 0.04% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 966 | $123.6K | 0.01% | −90−8.5% | Reduced |
| Tower Research Capital LLC (TRC) | 982 | $126.0K | 0.00% | +85+9.5% | Added |
| Gradient Investments LLC | 1,097 | $140.4K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1,197 | $153.2K | 0.00% | −18−1.5% | Reduced |
| Ameritas Investment Partners, Inc. | 1,393 | $178.3K | 0.01% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,525 | $195.0K | 0.00% | −266−14.9% | Reduced |
| Creative Planning | 1,627 | $208.2K | 0.00% | +1,627 | New |
| Belpointe Asset Management LLC | 1,646 | $210.6K | 0.01% | +189+13.0% | Added |
| Advisor Partners II, LLC | 1,779 | $227.7K | 0.01% | +61+3.6% | Added |
| Prudent Man Advisors, LLC | 1,785 | $228.0K | 0.09% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 1,835 | $234.9K | 0.00% | +16+0.9% | Added |
| Los Angeles Capital Management LLC | 1,889 | $241.8K | 0.00% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 1,924 | $246.3K | 0.00% | +1,924 | New |
| Centiva Capital, LP | 1,941 | $248.4K | 0.01% | +1,941 | New |
| Crossmark Global Holdings, Inc. | 1,949 | $249.0K | 0.01% | +1,949 | New |
| Public Employees Retirement Association of Colorado | 2,050 | $262.0K | 0.00% | −2,379−53.7% | Reduced |
| Core Wealth Management, Inc. | 2,069 | $264.8K | 0.14% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 2,116 | $270.8K | 0.00% | +174+9.0% | Added |
| Personal Cfo Solutions, LLC | 2,159 | $276.3K | 0.06% | +69+3.3% | Added |
| MML Investors Services, LLC | 2,173 | $278.0K | 0.00% | −196−8.3% | Reduced |
| Sit Investment Associates Inc | 2,225 | $285.0K | 0.01% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 2,240 | $286.7K | 0.00% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 2,298 | $294.1K | 0.03% | +2,298 | New |
| Avantax Advisory Services, Inc. | 2,352 | $301.0K | 0.00% | −73−3.0% | Reduced |
| CWM Advisors, LLC | 2,477 | $317.1K | 0.04% | +481+24.1% | Added |
| Gsa Capital Partners LLP | 2,505 | $321.0K | 0.03% | +2,505 | New |
| Brinker Capital Investments, LLC | 2,768 | $354.3K | 0.00% | −4−0.1% | Reduced |
| Orion Portfolio Solutions, LLC | 2,768 | $354.3K | 0.00% | +2,768 | New |
| Cim, LLC | 2,816 | $360.4K | 0.07% | −39−1.4% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 3,000 | $384.0K | 0.15% | 00.0% | Unchanged |
| Pictet Asset Management SA | 3,034 | $388.3K | 0.00% | −12,090−79.9% | Reduced |
| BKD Wealth Advisors, LLC | 3,084 | $394.8K | 0.01% | 00.0% | Unchanged |
| Algert Global LLC | 3,106 | $397.5K | 0.02% | −826−21.0% | Reduced |
| Azzad Asset Management Inc | 3,129 | $400.5K | 0.06% | +239+8.3% | Added |
| Mariner, LLC | 3,149 | $403.0K | 0.00% | +234+8.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 3,176 | $407.0K | 0.00% | −361−10.2% | Reduced |