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, Q4 2023
Institutional positions in Chesapeake Utilities Corp as of Dec 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
- 283
- +32 vs. Q3 2023
- Shares held
- 18.4M
- +4.88M (+36.0%) vs. Q3 2023
- Total value
- $1.94B
- +$621.3M (+47.0%) vs. Q3 2023
- New holders
- 55
- 140 more added
- Sold out
- 23
- 51 more reduced
3 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Chesapeake Utilities Corp; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 9 | $0 | 0.00% | +9 | New |
| Ronald Blue Trust, Inc. | 4 | $0 | 0.00% | +4 | New |
| Smartleaf Asset Management LLC | 2 | $0 | 0.00% | +2 | New |
| SJS Investment Consulting Inc. | 2 | $212 | 0.00% | −2−50.0% | Reduced |
| Allspring Global Investments Holdings, LLC | 3 | $316 | 0.00% | −7,530−100.0% | Reduced |
| Manchester Capital Management LLC | 3 | $317 | 0.00% | −29−90.6% | Reduced |
| DiNuzzo Private Wealth, Inc. | 3 | $317 | 0.00% | +3 | New |
| Farther Finance Advisors, LLC | 4 | $423 | 0.00% | −20−83.3% | Reduced |
| Abound Wealth Management | 4 | $423 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 4 | $423 | 0.00% | +2+100.0% | Added |
| Parkside Financial Bank & Trust | 5 | $529 | 0.00% | −58−92.1% | Reduced |
| Global Retirement Partners, LLC | 6 | $604 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 9 | $951 | 0.00% | +7+350.0% | Added |
| Benjamin F. Edwards & Company, Inc. | 6 | $1.00K | 0.00% | +6 | New |
| Spire Wealth Management | 10 | $1.01K | 0.00% | +10 | New |
| Versant Capital Management, Inc | 11 | $1.16K | 0.00% | −22−66.7% | Reduced |
| Cornerstone Planning Group LLC | 12 | $1.27K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 15 | $1.58K | 0.00% | −31−67.4% | Reduced |
| BOK Financial Private Wealth, Inc. | 16 | $1.69K | 0.00% | +16 | New |
| LGT Financial Advisors LLC | 25 | $2.64K | 0.00% | +25 | New |
| Bell Investment Advisors, Inc | 28 | $2.96K | 0.00% | −4−12.5% | Reduced |
| Parallel Advisors, LLC | 28 | $2.99K | 0.00% | −3−9.7% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 30 | $3.17K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 34 | $3.59K | 0.00% | +33+3,300.0% | Added |
| Central Trust Co | 37 | $3.91K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 38 | $4.01K | 0.00% | +38 | New |
| Private Trust Co NA | 41 | $4.33K | 0.00% | +10+32.3% | Added |
| Transcendent Capital Group LLC | 42 | $4.44K | 0.00% | +42 | New |
| Pflug Koory, LLC | 50 | $5.28K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 57 | $6.02K | 0.00% | +49+612.5% | Added |
| Lindbrook Capital, LLC | 87 | $9.19K | 0.00% | +55+171.9% | Added |
| Rothschild Investment LLC | 90 | $9.51K | 0.00% | +90 | New |
| Roble, Belko & Company, Inc | 90 | $10.0K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 95 | $10.0K | 0.00% | +87+1,087.5% | Added |
| Greenwood Gearhart Inc | 99 | $10.5K | 0.00% | +99 | New |
| Delta Asset Management LLC | 100 | $10.6K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 111 | $11.7K | 0.00% | +111 | New |
| Centerpoint Advisors, LLC | 132 | $14.0K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 133 | $14.0K | 0.00% | +15+12.7% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 150 | $16.0K | 0.01% | +150 | New |
| Foster Dykema Cabot & Partners, LLC | 175 | $18.6K | 0.00% | +175 | New |
| MCF Advisors LLC | 190 | $20.1K | 0.00% | +190 | New |
| Public Employees Retirement System of Ohio | 197 | $20.8K | 0.00% | +14+7.7% | Added |
| Hollencrest Capital Management | 203 | $21.4K | 0.00% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 215 | $23.0K | 0.00% | +215 | New |
| Farmers & Merchants Investments Inc | 227 | $24.0K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 234 | $24.0K | 0.00% | −300−56.2% | Reduced |
| GWM Advisors LLC | 247 | $26.1K | 0.00% | +112+83.0% | Added |
| Proequities, Inc. | 246 | $26.1K | 0.00% | −16−6.1% | Reduced |
| SRS Capital Advisors, Inc. | 286 | $30.2K | 0.00% | +216+308.6% | Added |
| GAMMA Investing LLC | 299 | $30.3K | 0.01% | +299 | New |
| Fortis Group Advisors, LLC | 292 | $30.8K | 0.01% | +146+100.0% | Added |
| Umb Bank N A | 311 | $32.9K | 0.00% | −134−30.1% | Reduced |
| Allworth Financial LP | 326 | $34.4K | 0.00% | +10+3.2% | Added |
| Principal Securities, Inc. | 386 | $40.8K | 0.00% | +386 | New |
| Signaturefd, LLC | 398 | $42.0K | 0.00% | +222+126.1% | Added |
| Spirit of America Management Corp | 400 | $42.3K | 0.01% | +150+60.0% | Added |
| Creative Financial Designs Inc | 450 | $47.5K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 514 | $54.0K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 548 | $57.9K | 0.00% | +7+1.3% | Added |
| Larson Financial Group LLC | 600 | $63.4K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 648 | $68.4K | 0.00% | −16−2.4% | Reduced |
| First Horizon Advisors, Inc. | 665 | $70.2K | 0.00% | +31+4.9% | Added |
| Huntington National Bank | 822 | $86.8K | 0.00% | −17−2.0% | Reduced |
| Tradewinds Capital Management, LLC | 984 | $103.9K | 0.04% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 1,000 | $105.6K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 1,081 | $114.2K | 0.01% | 00.0% | Unchanged |
| Shell Asset Management Co | 1,087 | $115.0K | 0.01% | +505+86.8% | Added |
| Gradient Investments LLC | 1,097 | $115.9K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 1,145 | $120.0K | 0.00% | +1,145 | New |
| CWM, LLC | 1,162 | $123.0K | 0.00% | +1,128+3,317.6% | Added |
| Metropolitan Life Insurance Co | 1,226 | $129.5K | 0.01% | +220+21.9% | Added |
| Colonial Trust Co | 1,363 | $144.0K | 0.03% | +1,246+1,065.0% | Added |
| Quadrant Capital Group LLC | 1,668 | $176.2K | 0.02% | +1,116+202.2% | Added |
| Pathstone Holdings, LLC | 1,997 | $211.3K | 0.00% | +1,997 | New |
| CTC Alternative Strategies, Ltd. | 2,042 | $215.7K | 0.45% | +2,042 | New |
| Public Employees Retirement Association of Colorado | 2,050 | $217.0K | 0.00% | 00.0% | Unchanged |
| Core Wealth Management, Inc. | 2,069 | $218.5K | 0.10% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 2,204 | $232.8K | 0.01% | +466+26.8% | Added |
| Nisa Investment Advisors, LLC | 2,241 | $236.7K | 0.00% | +709+46.3% | Added |
| Personal Cfo Solutions, LLC | 2,245 | $237.2K | 0.04% | +14+0.6% | Added |
| Linden Thomas Advisory Services, LLC | 2,274 | $240.2K | 0.04% | +2,274 | New |
| New York Life Investment Management LLC | 2,718 | $287.1K | 0.00% | −63−2.3% | Reduced |
| Trust Point Inc. | 2,768 | $292.4K | 0.02% | +2,768 | New |
| Johnson Investment Counsel Inc | 2,784 | $294.1K | 0.00% | +2,784 | New |
| FMR LLC | 2,852 | $301.3K | 0.00% | +567+24.8% | Added |
| Envestnet Portfolio Solutions, Inc. | 2,931 | $309.6K | 0.00% | −62−2.1% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 3,000 | $316.9K | 0.01% | −250−7.7% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 3,000 | $316.9K | 0.11% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 3,068 | $324.0K | 0.00% | −26−0.8% | Reduced |
| Alps Advisors Inc | 3,071 | $324.4K | 0.00% | +448+17.1% | Added |
| BKD Wealth Advisors, LLC | 3,085 | $325.9K | 0.01% | 00.0% | Unchanged |
| Northeast Financial Consultants Inc | 3,200 | $338.0K | 0.02% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 3,272 | $347.6K | 0.00% | +504+18.2% | Added |
| Brevan Howard Capital Management LP | 3,297 | $348.3K | 0.04% | +3,297 | New |
| Snowden Capital Advisors LLC | 3,299 | $348.5K | 0.01% | −97−2.9% | Reduced |
| Glenmede Trust Co NA | 3,445 | $363.9K | 0.00% | +3,445 | New |
| Neuberger Berman Group LLC | 3,510 | $370.8K | 0.00% | −242−6.4% | Reduced |
| Kerntke Otto McGlone Wealth Management Group | 3,544 | $374.4K | 0.37% | 00.0% | Unchanged |