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 2024
Institutional positions in Chesapeake Utilities Corp as of Sep 30, 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
- 295
- +16 vs. Q2 2024
- Shares held
- 19.4M
- +4.44M (+29.6%) vs. Q2 2024
- Total value
- $2.41B
- +$820.0M (+51.4%) vs. Q2 2024
- New holders
- 41
- 99 more added
- Sold out
- 25
- 92 more reduced
1 institution that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2024: 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 2024
Shares, value and share of portfolio for each institution holding Chesapeake Utilities Corp; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 6 | $0 | 0.00% | +6 | New |
| Claris Advisors, LLC | 1 | $124 | 0.00% | +1 | New |
| Abound Wealth Management | 2 | $249 | 0.00% | −2−50.0% | Reduced |
| Mendota Financial Group, LLC | 2 | $249 | 0.00% | +2 | New |
| Allspring Global Investments Holdings, LLC | 3 | $372 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 4 | $497 | 0.00% | +2+100.0% | Added |
| DiNuzzo Private Wealth, Inc. | 4 | $497 | 0.00% | +2+100.0% | Added |
| Voisard Asset Management Group, Inc. | 4 | $497 | 0.00% | +4 | New |
| Parkside Financial Bank & Trust | 5 | $621 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 5 | $621 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 9 | $1.12K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 11 | $1.37K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 12 | $1.45K | 0.00% | 00.0% | Unchanged |
| Financial Gravity Companies, Inc. | 16 | $1.99K | 0.00% | +16 | New |
| First Financial Corp | 19 | $2.36K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 25 | $3.10K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 25 | $3.10K | 0.00% | +17+212.5% | Added |
| Mather Group, LLC. | 26 | $3.23K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 29 | $3.66K | 0.00% | −3−9.4% | Reduced |
| Federated Hermes, Inc. | 31 | $3.85K | 0.00% | −8,307−99.6% | Reduced |
| First United Bank Trust | 38 | $4.72K | 0.00% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 39 | $4.84K | 0.00% | +39 | New |
| Ronald Blue Trust, Inc. | 52 | $5.52K | 0.00% | +52 | New |
| Private Trust Co NA | 49 | $6.08K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 49 | $6.08K | 0.00% | +49 | New |
| Bell Investment Advisors, Inc | 49 | $6.08K | 0.00% | −5−9.3% | Reduced |
| Pflug Koory, LLC | 50 | $6.21K | 0.00% | +50 | New |
| Simplex Trading, LLC | 59 | $7.00K | 0.00% | +59 | New |
| Global Retirement Partners, LLC | 57 | $7.08K | 0.00% | +3+5.6% | Added |
| Sterling Capital Management LLC | 77 | $9.56K | 0.00% | +77 | New |
| Roble, Belko & Company, Inc | 90 | $11.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 93 | $11.5K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 94 | $11.7K | 0.00% | −1−1.1% | Reduced |
| Delta Asset Management LLC | 100 | $12.4K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 103 | $12.8K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 116 | $14.4K | 0.00% | +116 | New |
| Rothschild Investment LLC | 117 | $14.5K | 0.00% | +17+17.0% | Added |
| GWM Advisors LLC | 125 | $15.5K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 130 | $16.1K | 0.01% | −60−31.6% | Reduced |
| CBIZ Investment Advisory Services, LLC | 139 | $17.4K | 0.00% | +9+6.9% | Added |
| Fortis Group Advisors, LLC | 146 | $18.1K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 151 | $18.8K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 150 | $19.0K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 154 | $19.1K | 0.00% | −1−0.6% | Reduced |
| Centerpoint Advisors, LLC | 158 | $20.0K | 0.01% | +27+20.6% | Added |
| Massmutual Trust Co FSB | 163 | $20.2K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 165 | $20.5K | 0.00% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 175 | $21.8K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 203 | $25.2K | 0.00% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 215 | $27.0K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 220 | $27.3K | 0.00% | −1,437−86.7% | Reduced |
| Public Employees Retirement System of Ohio | 232 | $28.8K | 0.00% | +5+2.2% | Added |
| Proequities, Inc. | 231 | $28.8K | 0.00% | −12−4.9% | Reduced |
| NBC Securities, Inc. | 234 | $29.0K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 242 | $30.0K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 283 | $35.1K | 0.00% | −21−6.9% | Reduced |
| Allworth Financial LP | 326 | $40.5K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 327 | $40.6K | 0.00% | +14+4.5% | Added |
| Smartleaf Asset Management LLC | 337 | $41.6K | 0.01% | +74+28.1% | Added |
| Signaturefd, LLC | 397 | $49.3K | 0.00% | +5+1.3% | Added |
| Creative Financial Designs Inc | 450 | $55.9K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 498 | $61.8K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 567 | $70.4K | 0.00% | +502+772.3% | Added |
| Citadel Advisors LLC | 609 | $75.6K | 0.00% | −12,239−95.3% | Reduced |
| Assetmark, Inc | 634 | $78.7K | 0.00% | +102+19.2% | Added |
| KBC Group NV | 717 | $89.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 719 | $89.3K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 791 | $98.2K | 0.01% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 805 | $99.0K | 0.00% | +805 | New |
| nVerses Capital, LLC | 800 | $99.3K | 0.05% | +800 | New |
| Fifth Third Bancorp | 804 | $99.8K | 0.00% | +39+5.1% | Added |
| SG Americas Securities, LLC | 833 | $103.0K | 0.00% | −2,974−78.1% | Reduced |
| Shell Asset Management Co | 930 | $115.0K | 0.01% | +930 | New |
| GAMMA Investing LLC | 1,038 | $128.9K | 0.01% | +405+64.0% | Added |
| Tradewinds Capital Management, LLC | 1,049 | $130.3K | 0.03% | −35−3.2% | Reduced |
| CWM, LLC | 1,200 | $149.0K | 0.00% | +41+3.5% | Added |
| Colonial Trust Co | 1,363 | $169.2K | 0.03% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 1,379 | $171.2K | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,404 | $174.6K | 0.00% | +150+12.0% | Added |
| Bryn Mawr Trust Co | 1,465 | $181.9K | 0.00% | +1,465 | New |
| Spirit of America Management Corp | 1,500 | $186.3K | 0.04% | +500+50.0% | Added |
| Tower Research Capital LLC (TRC) | 1,596 | $198.2K | 0.01% | −5,259−76.7% | Reduced |
| Private Advisor Group, LLC | 1,627 | $202.0K | 0.00% | +1,627 | New |
| Cable Hill Partners, LLC | 1,644 | $205.2K | 0.02% | +1,644 | New |
| TD Waterhouse Canada Inc. | 1,676 | $207.6K | 0.00% | +1,676 | New |
| Inspire Advisors, LLC | 1,713 | $212.7K | 0.03% | +1,713 | New |
| Evergreen Capital Management LLC | 1,711 | $213.5K | 0.01% | +1,711 | New |
| Core Wealth Management, Inc. | 2,069 | $219.7K | 0.09% | 00.0% | Unchanged |
| Cerity Partners LLC | 1,867 | $231.8K | 0.00% | +1,867 | New |
| Marshall Wace, LLP | 1,950 | $242.1K | 0.00% | +1,950 | New |
| Moneta Group Investment Advisors LLC | 2,015 | $250.2K | 0.00% | −9−0.4% | Reduced |
| Public Employees Retirement Association of Colorado | 2,050 | $255.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 2,204 | $273.7K | 0.01% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 2,219 | $275.5K | 0.00% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 2,220 | $275.6K | 0.04% | +31+1.4% | Added |
| Millennium Management LLC | 2,260 | $280.6K | 0.00% | −3,862−63.1% | Reduced |
| Quadrant Capital Group LLC | 2,283 | $283.5K | 0.02% | +105+4.8% | Added |
| Nisa Investment Advisors, LLC | 2,283 | $284.9K | 0.00% | +9+0.4% | Added |
| Arrow Financial Corp | 2,480 | $307.9K | 0.03% | +2,480 | New |