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 2024
Institutional positions in Chesapeake Utilities Corp as of Mar 31, 2024. 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
- 280
- −2 vs. Q4 2023
- Shares held
- 18.8M
- +413.6K (+2.2%) vs. Q4 2023
- Total value
- $2.02B
- +$75.5M (+3.9%) vs. Q4 2023
- New holders
- 33
- 102 more added
- Sold out
- 35
- 93 more reduced
1 institution that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Chesapeake Utilities Corp; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 1 | $0 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 1 | $108 | 0.00% | −2−66.7% | Reduced |
| Farther Finance Advisors, LLC | 2 | $213 | 0.00% | −2−50.0% | Reduced |
| SJS Investment Consulting Inc. | 2 | $215 | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 3 | $321 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 4 | $430 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 5 | $537 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 6 | $644 | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 8 | $858 | 0.00% | −7−46.7% | Reduced |
| JFS Wealth Advisors, LLC | 9 | $966 | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 10 | $1.07K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 11 | $1.18K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 11 | $1.18K | 0.00% | +11 | New |
| Cornerstone Planning Group LLC | 12 | $1.32K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 13 | $1.40K | 0.00% | +13 | New |
| Smartleaf Asset Management LLC | 14 | $1.49K | 0.00% | +12+600.0% | Added |
| Central Trust Co | 18 | $1.93K | 0.00% | −19−51.4% | Reduced |
| First Financial Corp | 19 | $2.04K | 0.00% | +19 | New |
| LGT Financial Advisors LLC | 25 | $2.68K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 26 | $2.75K | 0.00% | +26 | New |
| CIBC Private Wealth Group, LLC | 26 | $2.77K | 0.00% | +26 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 30 | $3.22K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 30 | $3.26K | 0.00% | +2+7.1% | Added |
| First United Bank Trust | 38 | $4.08K | 0.00% | 00.0% | Unchanged |
| Transcendent Capital Group LLC | 42 | $4.51K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 45 | $4.83K | 0.00% | +4+9.8% | Added |
| Pflug Koory, LLC | 50 | $5.37K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 59 | $6.33K | 0.00% | +31+110.7% | Added |
| EverSource Wealth Advisors, LLC | 79 | $8.36K | 0.00% | +22+38.6% | Added |
| Lindbrook Capital, LLC | 80 | $8.58K | 0.00% | −7−8.0% | Reduced |
| Rothschild Investment LLC | 90 | $9.66K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 90 | $10.0K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 100 | $10.7K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 103 | $11.1K | 0.00% | −30−22.6% | Reduced |
| Massmutual Trust Co FSB | 107 | $11.5K | 0.00% | +12+12.6% | Added |
| Centerpoint Advisors, LLC | 132 | $14.0K | 0.01% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 130 | $14.0K | 0.00% | +130 | New |
| Raffa Wealth Management, LLC | 144 | $15.5K | 0.00% | +144 | New |
| Fortis Group Advisors, LLC | 146 | $15.7K | 0.00% | −146−50.0% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 150 | $16.0K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 156 | $16.8K | 0.00% | −91−36.8% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 175 | $18.9K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 187 | $20.1K | 0.00% | −635−77.3% | Reduced |
| Byrne Asset Management LLC | 190 | $20.4K | 0.01% | +190 | New |
| MCF Advisors LLC | 191 | $20.6K | 0.00% | +1+0.5% | Added |
| Hollencrest Capital Management | 203 | $21.8K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 207 | $22.2K | 0.00% | +207 | New |
| Public Employees Retirement System of Ohio | 208 | $22.3K | 0.00% | +11+5.6% | Added |
| Cohen & Steers, Inc. | 215 | $23.0K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 226 | $24.3K | 0.00% | −73−24.4% | Reduced |
| Farmers & Merchants Investments Inc | 228 | $24.5K | 0.00% | +1+0.4% | Added |
| NBC Securities, Inc. | 234 | $25.0K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 253 | $27.3K | 0.00% | +7+2.8% | Added |
| SRS Capital Advisors, Inc. | 284 | $30.5K | 0.00% | −2−0.7% | Reduced |
| Principal Securities, Inc. | 297 | $31.9K | 0.00% | −89−23.1% | Reduced |
| Umb Bank N A | 321 | $34.4K | 0.00% | +10+3.2% | Added |
| Allworth Financial LP | 326 | $35.0K | 0.00% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 400 | $42.9K | 0.01% | +400 | New |
| Creative Financial Designs Inc | 450 | $48.3K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 455 | $48.8K | 0.00% | +57+14.3% | Added |
| Kepos Capital LP | 476 | $51.0K | 0.01% | +476 | New |
| KBC Group NV | 514 | $55.0K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 541 | $58.0K | 0.00% | −7−1.3% | Reduced |
| Spirit of America Management Corp | 550 | $59.0K | 0.01% | +150+37.5% | Added |
| Fifth Third Bancorp | 650 | $69.7K | 0.00% | +2+0.3% | Added |
| First Horizon Advisors, Inc. | 719 | $77.1K | 0.00% | +54+8.1% | Added |
| Shell Asset Management Co | 985 | $105.0K | 0.00% | −102−9.4% | Reduced |
| Sound Income Strategies, LLC | 1,081 | $116.0K | 0.01% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 1,084 | $116.3K | 0.03% | +100+10.2% | Added |
| Gradient Investments LLC | 1,097 | $117.7K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,116 | $120.0K | 0.00% | −46−4.0% | Reduced |
| Metropolitan Life Insurance Co | 1,162 | $124.7K | 0.01% | −64−5.2% | Reduced |
| Colonial Trust Co | 1,363 | $146.3K | 0.03% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 1,414 | $152.0K | 0.02% | +1,414 | New |
| Advisor Group Holdings, Inc. | 1,525 | $163.9K | 0.00% | −6,432−80.8% | Reduced |
| Tower Research Capital LLC (TRC) | 1,931 | $207.2K | 0.00% | −21,454−91.7% | Reduced |
| Quadrant Capital Group LLC | 1,971 | $211.5K | 0.02% | +303+18.2% | Added |
| Argent Capital Management LLC | 1,996 | $214.2K | 0.01% | +1,996 | New |
| Y-Intercept (Hong Kong) Ltd | 2,020 | $216.7K | 0.02% | +2,020 | New |
| Moneta Group Investment Advisors LLC | 2,032 | $218.0K | 0.00% | +2,032 | New |
| Millennium Management LLC | 2,037 | $218.6K | 0.00% | −125,571−98.4% | Reduced |
| Public Employees Retirement Association of Colorado | 2,050 | $220.0K | 0.00% | 00.0% | Unchanged |
| Core Wealth Management, Inc. | 2,069 | $222.0K | 0.10% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 2,134 | $229.4K | 0.00% | +137+6.9% | Added |
| JustInvest LLC | 2,171 | $233.0K | 0.00% | +2,171 | New |
| Ameritas Investment Partners, Inc. | 2,204 | $236.5K | 0.01% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 2,223 | $238.5K | 0.00% | −1,806−44.8% | Reduced |
| Nisa Investment Advisors, LLC | 2,248 | $242.5K | 0.00% | +7+0.3% | Added |
| Personal Cfo Solutions, LLC | 2,291 | $245.9K | 0.04% | +46+2.0% | Added |
| Dark Forest Capital Management LP | 2,361 | $253.3K | 0.04% | +2,361 | New |
| HSBC Holdings PLC | 2,426 | $260.3K | 0.00% | +2,426 | New |
| XTX Topco Ltd | 2,470 | $265.0K | 0.04% | +2,470 | New |
| Inspire Advisors, LLC | 2,629 | $282.1K | 0.04% | +2,629 | New |
| Squarepoint Ops LLC | 2,666 | $286.1K | 0.00% | −10,427−79.6% | Reduced |
| Johnson Investment Counsel Inc | 2,784 | $298.7K | 0.00% | 00.0% | Unchanged |
| Cynosure Management, LLC | 2,922 | $313.5K | 0.06% | +2,922 | New |
| Envestnet Portfolio Solutions, Inc. | 2,974 | $319.1K | 0.00% | +43+1.5% | Added |
| Cresset Asset Management, LLC | 2,978 | $321.4K | 0.00% | −294−9.0% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 3,000 | $321.9K | 0.10% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 3,000 | $321.9K | 0.01% | 00.0% | Unchanged |