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 |
|---|---|---|---|---|---|
| First Horizon Advisors, Inc. | 634 | $62.0K | 0.00% | +2+0.3% | Added |
| Larson Financial Group LLC | 600 | $58.6K | 0.01% | +600 | New |
| Shell Asset Management Co | 582 | $57.0K | 0.00% | −9−1.5% | Reduced |
| Quadrant Capital Group LLC | 552 | $54.0K | 0.01% | +282+104.4% | Added |
| Assetmark, Inc | 541 | $52.9K | 0.00% | +27+5.3% | Added |
| NBC Securities, Inc. | 534 | $52.0K | 0.01% | +534 | New |
| KBC Group NV | 514 | $50.0K | 0.00% | −3,171−86.1% | Reduced |
| Creative Financial Designs Inc | 450 | $44.0K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 445 | $43.5K | 0.00% | +29+7.0% | Added |
| Allworth Financial LP | 316 | $30.9K | 0.00% | +3+1.0% | Added |
| Proequities, Inc. | 262 | $25.8K | 0.00% | −36−12.1% | Reduced |
| Spirit of America Management Corp | 250 | $24.4K | 0.01% | +250 | New |
| Farmers & Merchants Investments Inc | 227 | $22.2K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 203 | $19.8K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 192 | $18.8K | 0.00% | +4+2.1% | Added |
| Public Employees Retirement System of Ohio | 183 | $18.0K | 0.00% | +9+5.2% | Added |
| Signaturefd, LLC | 176 | $17.2K | 0.00% | +23+15.0% | Added |
| Foster Dykema Cabot & Co Inc | 175 | $17.0K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 146 | $14.3K | 0.00% | +146 | New |
| GWM Advisors LLC | 135 | $13.2K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 132 | $13.0K | 0.01% | +22+20.0% | Added |
| Northwestern Mutual Wealth Management Co | 120 | $11.7K | 0.00% | +120 | New |
| IFP Advisors, Inc | 118 | $11.5K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 117 | $11.4K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 100 | $9.78K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 90 | $9.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 70 | $6.84K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 63 | $6.16K | 0.00% | +2+3.3% | Added |
| Pflug Koory, LLC | 50 | $4.89K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 46 | $4.50K | 0.00% | −101−68.7% | Reduced |
| Central Trust Co | 37 | $3.62K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 35 | $3.42K | 0.00% | +6+20.7% | Added |
| Versant Capital Management, Inc | 33 | $3.23K | 0.00% | 00.0% | Unchanged |
| 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 |
| Parallel Advisors, LLC | 31 | $3.06K | 0.00% | +25+416.7% | Added |
| Private Trust Co NA | 31 | $3.03K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 34 | $3.00K | 0.00% | −94−73.4% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 30 | $2.93K | 0.00% | +30 | New |
| Farther Finance Advisors, LLC | 24 | $2.35K | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 13 | $1.27K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 12 | $1.17K | 0.00% | −34−73.9% | 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 |
| Global Retirement Partners, LLC | 6 | $565 | 0.00% | −1−14.3% | Reduced |
| RFP Financial Group LLC | 5 | $489 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 4 | $391 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 4 | $391 | 0.00% | +1+33.3% | Added |
| JFS Wealth Advisors, LLC | 2 | $196 | 0.00% | −9−81.8% | Reduced |
| AdvisorNet Financial, Inc | 2 | $196 | 0.00% | −2−50.0% | Reduced |
| Glassman Wealth Services | 1 | $98 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 1 | $0 | 0.00% | −1−50.0% | Reduced |
| Steward Financial Group LLC | 2 | $0 | 0.00% | +2 | New |
| HRT Financial LP | 0 | $0 | 0.00% | −39,526−100.0% | Sold out |
| Moody Aldrich Partners LLC | 0 | $0 | 0.00% | −32,883−100.0% | Sold out |
| Glenmede Trust Co NA | 0 | $0 | 0.00% | −9,507−100.0% | Sold out |
| M&T Bank Corp | 0 | $0 | 0.00% | −7,877−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −6,320−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −6,300−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −4,642−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −4,570−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −4,339−100.0% | Sold out |
| Cim, LLC | 0 | $0 | 0.00% | −2,856−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −1,889−100.0% | Sold out |
| Prudent Man Advisors, LLC | 0 | $0 | 0.00% | −1,785−100.0% | Sold out |
| Brinker Capital Investments, LLC | 0 | $0 | 0.00% | −1,721−100.0% | Sold out |
| Orion Portfolio Solutions, LLC | 0 | $0 | 0.00% | −1,721−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −1,710−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −276−100.0% | Sold out |
| Mark Sheptoff Financial Planning, LLC | 0 | $0 | 0.00% | −206−100.0% | Sold out |
| Harbor Capital Advisors, Inc. | 0 | $0 | 0.00% | −134−100.0% | Sold out |
| West Tower Group, LLC | 0 | $0 | 0.00% | −72−100.0% | Sold out |
| Key Financial Inc | 0 | $0 | 0.00% | −32−100.0% | Sold out |
| 25 LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Disciplined Investments, LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Capital Advisors, Ltd. LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Pictet Asset Management SA | – | – | – | – | Not filed |
| Coastal Capital Group, Inc. | – | – | – | – | Not filed |