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, Q3 2023
Institutional positions in Chesapeake Utilities Corp as of Sep 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
- 254
- −3 vs. Q2 2023
- Shares held
- 13.5M
- +177.4K (+1.3%) vs. Q2 2023
- Total value
- $1.32B
- −$266.6M (−16.8%) vs. Q2 2023
- New holders
- 20
- 108 more added
- Sold out
- 23
- 80 more reduced
2 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Chesapeake Utilities Corp; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 1 | $0 | 0.00% | −1−50.0% | Reduced |
| Steward Financial Group LLC | 2 | $0 | 0.00% | +2 | New |
| Glassman Wealth Services | 1 | $98 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 2 | $196 | 0.00% | −9−81.8% | Reduced |
| AdvisorNet Financial, Inc | 2 | $196 | 0.00% | −2−50.0% | Reduced |
| Abound Wealth Management | 4 | $391 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 4 | $391 | 0.00% | +1+33.3% | Added |
| RFP Financial Group LLC | 5 | $489 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 6 | $565 | 0.00% | −1−14.3% | Reduced |
| EverSource Wealth Advisors, LLC | 8 | $782 | 0.00% | −7−46.7% | Reduced |
| Massmutual Trust Co FSB | 8 | $782 | 0.00% | −4−33.3% | Reduced |
| Cornerstone Planning Group LLC | 12 | $1.17K | 0.00% | −34−73.9% | Reduced |
| Nalls Sherbakoff Group, LLC | 13 | $1.27K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 24 | $2.35K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 30 | $2.93K | 0.00% | +30 | New |
| CWM, LLC | 34 | $3.00K | 0.00% | −94−73.4% | Reduced |
| Private Trust Co NA | 31 | $3.03K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 31 | $3.06K | 0.00% | +25+416.7% | Added |
| Bell Investment Advisors, Inc | 32 | $3.13K | 0.00% | −6−15.8% | Reduced |
| Manchester Capital Management LLC | 32 | $3.13K | 0.00% | +22+220.0% | Added |
| Lindbrook Capital, LLC | 32 | $3.13K | 0.00% | +28+700.0% | Added |
| Versant Capital Management, Inc | 33 | $3.23K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 35 | $3.42K | 0.00% | +6+20.7% | Added |
| Central Trust Co | 37 | $3.62K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 46 | $4.50K | 0.00% | −101−68.7% | Reduced |
| Pflug Koory, LLC | 50 | $4.89K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 63 | $6.16K | 0.00% | +2+3.3% | Added |
| SRS Capital Advisors, Inc. | 70 | $6.84K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 90 | $9.00K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 100 | $9.78K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 117 | $11.4K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 118 | $11.5K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 120 | $11.7K | 0.00% | +120 | New |
| Centerpoint Advisors, LLC | 132 | $13.0K | 0.01% | +22+20.0% | Added |
| GWM Advisors LLC | 135 | $13.2K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 146 | $14.3K | 0.00% | +146 | New |
| Foster Dykema Cabot & Co Inc | 175 | $17.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 176 | $17.2K | 0.00% | +23+15.0% | Added |
| Public Employees Retirement System of Ohio | 183 | $18.0K | 0.00% | +9+5.2% | Added |
| Baker Avenue Asset Management, LP | 192 | $18.8K | 0.00% | +4+2.1% | Added |
| Hollencrest Capital Management | 203 | $19.8K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 227 | $22.2K | 0.00% | 00.0% | Unchanged |
| Spirit of America Management Corp | 250 | $24.4K | 0.01% | +250 | New |
| Proequities, Inc. | 262 | $25.8K | 0.00% | −36−12.1% | Reduced |
| Allworth Financial LP | 316 | $30.9K | 0.00% | +3+1.0% | Added |
| Umb Bank N A | 445 | $43.5K | 0.00% | +29+7.0% | Added |
| Creative Financial Designs Inc | 450 | $44.0K | 0.01% | 00.0% | Unchanged |
| KBC Group NV | 514 | $50.0K | 0.00% | −3,171−86.1% | Reduced |
| NBC Securities, Inc. | 534 | $52.0K | 0.01% | +534 | New |
| Assetmark, Inc | 541 | $52.9K | 0.00% | +27+5.3% | Added |
| Quadrant Capital Group LLC | 552 | $54.0K | 0.01% | +282+104.4% | Added |
| Shell Asset Management Co | 582 | $57.0K | 0.00% | −9−1.5% | Reduced |
| Larson Financial Group LLC | 600 | $58.6K | 0.01% | +600 | New |
| First Horizon Advisors, Inc. | 634 | $62.0K | 0.00% | +2+0.3% | Added |
| Fifth Third Bancorp | 664 | $64.9K | 0.00% | +88+15.3% | Added |
| Tower Research Capital LLC (TRC) | 799 | $78.1K | 0.00% | +299+59.8% | Added |
| Huntington National Bank | 839 | $82.0K | 0.00% | −403−32.4% | Reduced |
| Tradewinds Capital Management, LLC | 984 | $96.2K | 0.03% | −41−4.0% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 1,000 | $97.8K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 1,006 | $98.3K | 0.01% | +40+4.1% | Added |
| Sound Income Strategies, LLC | 1,081 | $105.7K | 0.01% | −398−26.9% | Reduced |
| Gradient Investments LLC | 1,097 | $107.2K | 0.00% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 1,171 | $114.5K | 0.00% | +941+409.1% | Added |
| Nisa Investment Advisors, LLC | 1,532 | $149.8K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,738 | $169.9K | 0.01% | +345+24.8% | Added |
| Public Employees Retirement Association of Colorado | 2,050 | $200.0K | 0.00% | 00.0% | Unchanged |
| Core Wealth Management, Inc. | 2,069 | $202.2K | 0.10% | 00.0% | Unchanged |
| Point72 Middle East FZE | 2,228 | $217.8K | 0.01% | +146+7.0% | Added |
| Personal Cfo Solutions, LLC | 2,231 | $218.1K | 0.04% | +36+1.6% | Added |
| FMR LLC | 2,285 | $223.4K | 0.00% | −345−13.1% | Reduced |
| Avantax Advisory Services, Inc. | 2,352 | $229.9K | 0.00% | 00.0% | Unchanged |
| Trexquant Investment LP | 2,533 | $247.6K | 0.01% | −11,290−81.7% | Reduced |
| US Bancorp | 2,594 | $253.6K | 0.00% | −6,223−70.6% | Reduced |
| Alps Advisors Inc | 2,623 | $256.4K | 0.00% | +2,623 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 2,689 | $262.9K | 0.00% | 00.0% | Unchanged |
| New York Life Investment Management LLC | 2,781 | $271.8K | 0.00% | −439−13.6% | Reduced |
| Cresset Asset Management, LLC | 2,768 | $272.2K | 0.00% | +26+0.9% | Added |
| Creative Planning | 2,820 | $275.7K | 0.00% | +683+32.0% | Added |
| Envestnet Portfolio Solutions, Inc. | 2,993 | $292.5K | 0.00% | +2,993 | New |
| Supplemental Annuity Collective Trust of NJ | 3,000 | $293.3K | 0.11% | 00.0% | Unchanged |
| BKD Wealth Advisors, LLC | 3,085 | $301.6K | 0.01% | +10.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 3,094 | $302.0K | 0.00% | 00.0% | Unchanged |
| Algert Global LLC | 3,106 | $303.6K | 0.01% | 00.0% | Unchanged |
| Northeast Financial Consultants Inc | 3,200 | $312.8K | 0.02% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 3,250 | $317.7K | 0.01% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 3,396 | $332.0K | 0.01% | −53−1.5% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 3,412 | $333.5K | 0.00% | +3,412 | New |
| Pictet Asset Management Holding SA | 3,446 | $336.8K | 0.00% | +3,446 | New |
| Royce & Associates LP | 3,499 | $342.0K | 0.00% | −1,171−25.1% | Reduced |
| CWM Advisors, LLC | 3,510 | $343.1K | 0.04% | +531+17.8% | Added |
| Kerntke Otto McGlone Wealth Management Group | 3,544 | $346.4K | 0.36% | 00.0% | Unchanged |
| Mariner, LLC | 3,598 | $351.7K | 0.00% | +38+1.1% | Added |
| Neuberger Berman Group LLC | 3,752 | $366.8K | 0.00% | +320+9.3% | Added |
| Aquatic Capital Management LLC | 3,800 | $371.0K | 0.02% | +500+15.2% | Added |
| Ellevest, Inc. | 4,021 | $393.1K | 0.03% | +364+10.0% | Added |
| Azzad Asset Management Inc | 4,154 | $406.1K | 0.06% | +905+27.9% | Added |
| Quantbot Technologies LP | 4,241 | $414.6K | 0.03% | +4,241 | New |
| First National Bank of Omaha | 4,428 | $432.8K | 0.03% | +782+21.4% | Added |
| Gsa Capital Partners LLP | 4,506 | $440.0K | 0.04% | +4,506 | New |
| Baird Financial Group, Inc. | 4,573 | $447.0K | 0.00% | +428+10.3% | Added |