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 2024
Institutional positions in Chesapeake Utilities Corp as of Dec 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
- 300
- +7 vs. Q3 2024
- Shares held
- 19.6M
- +181.0K (+0.9%) vs. Q3 2024
- Total value
- $2.38B
- −$32.0M (−1.3%) vs. Q3 2024
- New holders
- 34
- 116 more added
- Sold out
- 27
- 98 more reduced
2 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Chesapeake Utilities Corp; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hemington Wealth Management | 8 | $0 | 0.00% | +2+33.3% | Added |
| Covestor Ltd | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1 | $121 | 0.00% | −51−98.1% | Reduced |
| Global Financial Private Client, LLC | 1 | $121 | 0.00% | +1 | New |
| Parkworth Wealth Management, Inc. | 1 | $121 | 0.00% | +1 | New |
| Abound Wealth Management | 2 | $243 | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 2 | $248 | 0.00% | +2 | New |
| SJS Investment Consulting Inc. | 3 | $365 | 0.00% | −1−25.0% | Reduced |
| Parkside Financial Bank & Trust | 5 | $607 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 5 | $607 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 5 | $607 | 0.00% | +1+25.0% | Added |
| MPWM Advisory Solutions, LLC | 5 | $607 | 0.00% | +5 | New |
| WPG Advisers, LLC | 8 | $971 | 0.00% | +8 | New |
| Van Hulzen Asset Management, LLC | 10 | $1.21K | 0.00% | +10 | New |
| Skopos Labs, Inc. | 10 | $1.21K | 0.00% | +10 | New |
| JFS Wealth Advisors, LLC | 11 | $1.33K | 0.00% | +2+22.2% | Added |
| Hexagon Capital Partners LLC | 11 | $1.33K | 0.00% | +11 | New |
| Mather Group, LLC. | 12 | $1.46K | 0.00% | −14−53.8% | Reduced |
| Whipplewood Advisors, LLC | 12 | $1.46K | 0.00% | +12 | New |
| Cornerstone Planning Group LLC | 12 | $1.49K | 0.00% | 00.0% | Unchanged |
| Amundi | 15 | $1.78K | 0.00% | +15 | New |
| LGT Financial Advisors LLC | 25 | $3.03K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 27 | $3.28K | 0.00% | +2+8.0% | Added |
| Parallel Advisors, LLC | 32 | $3.94K | 0.00% | +3+10.3% | Added |
| First United Bank Trust | 38 | $4.61K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 40 | $4.85K | 0.00% | +40 | New |
| High Note Wealth, LLC | 42 | $5.10K | 0.00% | +42 | New |
| Private Trust Co NA | 49 | $5.95K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 49 | $5.95K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 50 | $6.07K | 0.00% | −7−12.3% | Reduced |
| Pflug Koory, LLC | 50 | $6.07K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 56 | $6.80K | 0.00% | +7+14.3% | Added |
| Northwestern Mutual Wealth Management Co | 62 | $7.52K | 0.00% | +62 | New |
| Roble, Belko & Company, Inc | 90 | $11.0K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 100 | $12.1K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 103 | $12.5K | 0.00% | +9+9.6% | Added |
| EverSource Wealth Advisors, LLC | 104 | $12.6K | 0.00% | +11+11.8% | Added |
| Retirement Wealth Solutions LLC | 112 | $13.1K | 0.01% | +112 | New |
| IFP Advisors, Inc | 98 | $13.1K | 0.00% | −5−4.9% | Reduced |
| Sunbelt Securities, Inc. | 117 | $14.1K | 0.00% | +1+0.9% | Added |
| Rothschild Investment LLC | 120 | $14.6K | 0.00% | +3+2.6% | Added |
| GWM Advisors LLC | 125 | $15.2K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 126 | $15.3K | 0.01% | −4−3.1% | Reduced |
| Jones Financial Companies LLLP | 139 | $16.9K | 0.00% | +139 | New |
| Simplex Trading, LLC | 144 | $17.0K | 0.00% | +85+144.1% | Added |
| Fortis Group Advisors, LLC | 146 | $17.7K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 148 | $18.0K | 0.00% | −1,448−90.7% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 150 | $18.0K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 151 | $18.4K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 154 | $18.7K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 158 | $19.0K | 0.01% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 165 | $19.6K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 164 | $19.9K | 0.00% | +1+0.6% | Added |
| Foster Dykema Cabot & Partners, LLC | 175 | $21.3K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 193 | $23.6K | 0.00% | +54+38.8% | Added |
| Hollencrest Capital Management | 203 | $24.6K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 209 | $25.4K | 0.00% | −11−5.0% | Reduced |
| Federated Hermes, Inc. | 213 | $25.8K | 0.00% | +182+587.1% | Added |
| Cohen & Steers, Inc. | 215 | $26.0K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 219 | $26.5K | 0.00% | −12−5.2% | Reduced |
| Public Employees Retirement System of Ohio | 224 | $27.2K | 0.00% | −8−3.4% | Reduced |
| Versant Capital Management, Inc | 233 | $28.3K | 0.01% | +222+2,018.2% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 242 | $29.5K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 264 | $32.0K | 0.00% | −303−53.4% | Reduced |
| Umb Bank N A | 283 | $34.3K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 313 | $37.8K | 0.00% | −13−4.0% | Reduced |
| Principal Securities, Inc. | 340 | $41.3K | 0.00% | +13+4.0% | Added |
| First Horizon Advisors, Inc. | 390 | $47.3K | 0.00% | −329−45.8% | Reduced |
| Signaturefd, LLC | 404 | $49.1K | 0.00% | +7+1.8% | Added |
| Quantbot Technologies LP | 408 | $49.5K | 0.00% | +408 | New |
| Creative Financial Designs Inc | 450 | $54.6K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 506 | $61.4K | 0.00% | +8+1.6% | Added |
| Fifth Third Bancorp | 671 | $81.4K | 0.00% | −133−16.5% | Reduced |
| Assetmark, Inc | 675 | $81.9K | 0.00% | +41+6.5% | Added |
| Sterling Capital Management LLC | 697 | $84.6K | 0.00% | +620+805.2% | Added |
| Sound Income Strategies, LLC | 791 | $96.0K | 0.01% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 798 | $96.0K | 0.00% | −7−0.9% | Reduced |
| Smartleaf Asset Management LLC | 876 | $105.6K | 0.01% | +539+159.9% | Added |
| Shell Asset Management Co | 930 | $113.0K | 0.00% | 00.0% | Unchanged |
| SIMA Wealth Partners, LLC | 979 | $118.8K | 0.10% | +979 | New |
| KBC Group NV | 1,048 | $127.0K | 0.00% | +331+46.2% | Added |
| Tradewinds Capital Management, LLC | 1,049 | $127.3K | 0.03% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1,084 | $131.5K | 0.01% | +46+4.4% | Added |
| CWM, LLC | 1,304 | $158.0K | 0.00% | +104+8.7% | Added |
| Colonial Trust Co | 1,363 | $165.4K | 0.02% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 1,379 | $167.3K | 0.01% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 1,465 | $177.8K | 0.00% | 00.0% | Unchanged |
| Cable Hill Partners, LLC | 1,644 | $200.6K | 0.02% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,655 | $201.1K | 0.00% | +251+17.9% | Added |
| Evergreen Capital Management LLC | 1,728 | $210.8K | 0.01% | +17+1.0% | Added |
| Capula Management Ltd | 1,955 | $237.2K | 0.00% | +1,955 | New |
| TD Waterhouse Canada Inc. | 1,969 | $238.2K | 0.00% | +293+17.5% | Added |
| Public Employees Retirement Association of Colorado | 2,050 | $249.0K | 0.00% | 00.0% | Unchanged |
| CIBC World Markets Corp | 2,068 | $251.0K | 0.00% | +2,068 | New |
| Crossmark Global Holdings, Inc. | 2,063 | $251.0K | 0.00% | −645−23.8% | Reduced |
| Core Wealth Management, Inc. | 2,069 | $251.1K | 0.10% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 2,100 | $254.8K | 0.00% | +85+4.2% | Added |
| Aster Capital Management (DIFC) Ltd | 2,145 | $260.3K | 0.10% | +2,145 | New |
| Personal Cfo Solutions, LLC | 2,182 | $264.8K | 0.05% | −38−1.7% | Reduced |
| RSM US Wealth Management LLC | 2,207 | $267.5K | 0.00% | −756−25.5% | Reduced |