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, Q2 2023
Institutional positions in Chesapeake Utilities Corp as of Jun 30, 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
- 259
- −14 vs. Q1 2023
- Shares held
- 13.4M
- −58.7K (−0.4%) vs. Q1 2023
- Total value
- $1.59B
- −$126.8M (−7.4%) vs. Q1 2023
- New holders
- 20
- 91 more added
- Sold out
- 34
- 90 more reduced
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Chesapeake Utilities Corp; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 4 | $0 | 0.00% | −23−85.2% | Reduced |
| Covestor Ltd | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 1 | $119 | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 3 | $357 | 0.00% | −1−25.0% | Reduced |
| SJS Investment Consulting Inc. | 3 | $357 | 0.00% | −1−25.0% | Reduced |
| AdvisorNet Financial, Inc | 4 | $476 | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 4 | $476 | 0.00% | +4 | New |
| Abound Wealth Management | 4 | $476 | 0.00% | +4 | New |
| 25 LLC | 4 | $488 | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 5 | $595 | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 6 | $743 | 0.00% | +1+20.0% | Added |
| Global Retirement Partners, LLC | 7 | $833 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 10 | $1.19K | 0.00% | +10 | New |
| JFS Wealth Advisors, LLC | 11 | $1.31K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 12 | $1.43K | 0.00% | −10−45.5% | Reduced |
| Nalls Sherbakoff Group, LLC | 13 | $1.66K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 15 | $1.78K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 24 | $2.86K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 29 | $3.45K | 0.00% | +29 | New |
| Private Trust Co NA | 31 | $3.69K | 0.00% | −4−11.4% | Reduced |
| Key Financial Inc | 32 | $3.81K | 0.00% | +32 | New |
| Versant Capital Management, Inc | 33 | $3.93K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 37 | $4.40K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 38 | $4.52K | 0.00% | −5−11.6% | Reduced |
| Cornerstone Planning Group LLC | 46 | $5.47K | 0.00% | +46 | New |
| Pflug Koory, LLC | 50 | $5.95K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 61 | $7.26K | 0.00% | +2+3.4% | Added |
| SRS Capital Advisors, Inc. | 70 | $8.32K | 0.00% | +14+25.0% | Added |
| West Tower Group, LLC | 72 | $8.57K | 0.01% | +72 | New |
| IFP Advisors, Inc | 118 | $9.35K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 90 | $11.0K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 100 | $11.9K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 110 | $13.0K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Co | 117 | $13.9K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 128 | $15.0K | 0.00% | +49+62.0% | Added |
| Harbor Capital Advisors, Inc. | 134 | $15.9K | 0.00% | +134 | New |
| GWM Advisors LLC | 135 | $16.1K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 147 | $17.5K | 0.00% | +147 | New |
| Signaturefd, LLC | 153 | $18.2K | 0.00% | +2+1.3% | Added |
| Coastal Capital Group, Inc. | 161 | $19.2K | 0.00% | +1+0.6% | Added |
| Public Employees Retirement System of Ohio | 174 | $21.0K | 0.00% | +1+0.6% | Added |
| Foster Dykema Cabot & Co Inc | 175 | $21.0K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 188 | $22.4K | 0.00% | −158−45.7% | Reduced |
| Hollencrest Capital Management | 203 | $24.2K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 206 | $24.5K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 227 | $27.0K | 0.00% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 230 | $27.4K | 0.00% | −1,694−88.0% | Reduced |
| Lazard Asset Management LLC | 276 | $32.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 270 | $32.1K | 0.00% | +154+132.8% | Added |
| Proequities, Inc. | 298 | $35.6K | 0.00% | −49−14.1% | Reduced |
| Allworth Financial LP | 313 | $37.2K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 416 | $49.5K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 450 | $53.5K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 500 | $59.5K | 0.00% | −482−49.1% | Reduced |
| Assetmark, Inc | 514 | $61.2K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 576 | $68.5K | 0.00% | +383+198.4% | Added |
| Shell Asset Management Co | 591 | $70.0K | 0.00% | −266−31.0% | Reduced |
| First Horizon Advisors, Inc. | 632 | $75.2K | 0.00% | +37+6.2% | Added |
| Metropolitan Life Insurance Co | 966 | $115.0K | 0.01% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 1,000 | $119.0K | 0.00% | +1,000 | New |
| Tradewinds Capital Management, LLC | 1,025 | $122.0K | 0.04% | +105+11.4% | Added |
| Gradient Investments LLC | 1,097 | $130.5K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1,242 | $147.8K | 0.00% | +45+3.8% | Added |
| Ameritas Investment Partners, Inc. | 1,393 | $165.8K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 1,479 | $176.0K | 0.02% | +1,479 | New |
| Nisa Investment Advisors, LLC | 1,532 | $182.3K | 0.00% | +7+0.5% | Added |
| Mirabella Financial Services LLP | 1,710 | $203.5K | 0.02% | +1,710 | New |
| Brinker Capital Investments, LLC | 1,721 | $204.8K | 0.00% | −1,047−37.8% | Reduced |
| Orion Portfolio Solutions, LLC | 1,721 | $204.8K | 0.00% | −1,047−37.8% | Reduced |
| Prudent Man Advisors, LLC | 1,785 | $212.0K | 0.08% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 1,889 | $224.8K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 2,050 | $244.0K | 0.00% | 00.0% | Unchanged |
| Core Wealth Management, Inc. | 2,069 | $246.2K | 0.12% | 00.0% | Unchanged |
| Point72 Middle East FZE | 2,082 | $247.8K | 0.01% | +1,452+230.5% | Added |
| Creative Planning | 2,137 | $254.3K | 0.00% | +510+31.3% | Added |
| Personal Cfo Solutions, LLC | 2,195 | $261.2K | 0.05% | +36+1.7% | Added |
| Avantax Advisory Services, Inc. | 2,352 | $279.9K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 2,630 | $313.1K | 0.00% | −1,416−35.0% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 2,689 | $320.0K | 0.00% | +449+20.0% | Added |
| Cresset Asset Management, LLC | 2,742 | $327.9K | 0.00% | +2,742 | New |
| Cim, LLC | 2,856 | $339.8K | 0.06% | +40+1.4% | Added |
| CWM Advisors, LLC | 2,979 | $354.6K | 0.04% | +502+20.3% | Added |
| Supplemental Annuity Collective Trust of NJ | 3,000 | $357.0K | 0.13% | 00.0% | Unchanged |
| Pictet Asset Management SA | 3,034 | $361.0K | 0.00% | 00.0% | Unchanged |
| BKD Wealth Advisors, LLC | 3,084 | $367.1K | 0.01% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 3,094 | $368.0K | 0.00% | −82−2.6% | Reduced |
| Algert Global LLC | 3,106 | $369.6K | 0.02% | 00.0% | Unchanged |
| Northeast Financial Consultants Inc | 3,200 | $380.8K | 0.02% | 00.0% | Unchanged |
| New York Life Investment Management LLC | 3,220 | $383.2K | 0.00% | −486−13.1% | Reduced |
| Azzad Asset Management Inc | 3,249 | $386.7K | 0.05% | +120+3.8% | Added |
| U.S. Capital Wealth Advisors, LLC | 3,250 | $386.8K | 0.02% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 3,300 | $393.0K | 0.02% | +2,900+725.0% | Added |
| Virtu Financial LLC | 3,383 | $403.0K | 0.03% | +3,383 | New |
| Neuberger Berman Group LLC | 3,432 | $408.4K | 0.00% | −99−2.8% | Reduced |
| Snowden Capital Advisors LLC | 3,449 | $410.4K | 0.01% | −537−13.5% | Reduced |
| Kerntke Otto McGlone Wealth Management Group | 3,544 | $422.0K | 0.41% | 00.0% | Unchanged |
| Mariner, LLC | 3,560 | $423.6K | 0.00% | +411+13.1% | Added |
| First National Bank of Omaha | 3,646 | $433.9K | 0.02% | 00.0% | Unchanged |
| Ellevest, Inc. | 3,657 | $435.2K | 0.03% | −952−20.7% | Reduced |
| KBC Group NV | 3,685 | $439.0K | 0.00% | −118−3.1% | Reduced |