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 |
|---|---|---|---|---|---|
| RSM US Wealth Management LLC | 2,207 | $267.5K | 0.00% | −756−25.5% | Reduced |
| Personal Cfo Solutions, LLC | 2,182 | $264.8K | 0.05% | −38−1.7% | Reduced |
| Aster Capital Management (DIFC) Ltd | 2,145 | $260.3K | 0.10% | +2,145 | New |
| Moneta Group Investment Advisors LLC | 2,100 | $254.8K | 0.00% | +85+4.2% | Added |
| Core Wealth Management, Inc. | 2,069 | $251.1K | 0.10% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 2,063 | $251.0K | 0.00% | −645−23.8% | Reduced |
| CIBC World Markets Corp | 2,068 | $251.0K | 0.00% | +2,068 | New |
| Public Employees Retirement Association of Colorado | 2,050 | $249.0K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 1,969 | $238.2K | 0.00% | +293+17.5% | Added |
| Capula Management Ltd | 1,955 | $237.2K | 0.00% | +1,955 | New |
| Evergreen Capital Management LLC | 1,728 | $210.8K | 0.01% | +17+1.0% | Added |
| Advisor Group Holdings, Inc. | 1,655 | $201.1K | 0.00% | +251+17.9% | Added |
| Cable Hill Partners, LLC | 1,644 | $200.6K | 0.02% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 1,465 | $177.8K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 1,379 | $167.3K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Co | 1,363 | $165.4K | 0.02% | 00.0% | Unchanged |
| CWM, LLC | 1,304 | $158.0K | 0.00% | +104+8.7% | Added |
| GAMMA Investing LLC | 1,084 | $131.5K | 0.01% | +46+4.4% | Added |
| Tradewinds Capital Management, LLC | 1,049 | $127.3K | 0.03% | 00.0% | Unchanged |
| KBC Group NV | 1,048 | $127.0K | 0.00% | +331+46.2% | Added |
| SIMA Wealth Partners, LLC | 979 | $118.8K | 0.10% | +979 | New |
| Shell Asset Management Co | 930 | $113.0K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 876 | $105.6K | 0.01% | +539+159.9% | Added |
| Lazard Asset Management LLC | 798 | $96.0K | 0.00% | −7−0.9% | Reduced |
| Sound Income Strategies, LLC | 791 | $96.0K | 0.01% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 697 | $84.6K | 0.00% | +620+805.2% | Added |
| Assetmark, Inc | 675 | $81.9K | 0.00% | +41+6.5% | Added |
| Fifth Third Bancorp | 671 | $81.4K | 0.00% | −133−16.5% | Reduced |
| SRS Capital Advisors, Inc. | 506 | $61.4K | 0.00% | +8+1.6% | Added |
| Creative Financial Designs Inc | 450 | $54.6K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 408 | $49.5K | 0.00% | +408 | New |
| Signaturefd, LLC | 404 | $49.1K | 0.00% | +7+1.8% | Added |
| First Horizon Advisors, Inc. | 390 | $47.3K | 0.00% | −329−45.8% | Reduced |
| Principal Securities, Inc. | 340 | $41.3K | 0.00% | +13+4.0% | Added |
| Allworth Financial LP | 313 | $37.8K | 0.00% | −13−4.0% | Reduced |
| Umb Bank N A | 283 | $34.3K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 264 | $32.0K | 0.00% | −303−53.4% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 242 | $29.5K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 233 | $28.3K | 0.01% | +222+2,018.2% | Added |
| Public Employees Retirement System of Ohio | 224 | $27.2K | 0.00% | −8−3.4% | Reduced |
| Proequities, Inc. | 219 | $26.5K | 0.00% | −12−5.2% | Reduced |
| Cohen & Steers, Inc. | 215 | $26.0K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 213 | $25.8K | 0.00% | +182+587.1% | Added |
| Farther Finance Advisors, LLC | 209 | $25.4K | 0.00% | −11−5.0% | Reduced |
| Hollencrest Capital Management | 203 | $24.6K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 193 | $23.6K | 0.00% | +54+38.8% | Added |
| Foster Dykema Cabot & Partners, LLC | 175 | $21.3K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 164 | $19.9K | 0.00% | +1+0.6% | Added |
| CIBC Private Wealth Group, LLC | 165 | $19.6K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 158 | $19.0K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 154 | $18.7K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 151 | $18.4K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 150 | $18.0K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 148 | $18.0K | 0.00% | −1,448−90.7% | Reduced |
| Fortis Group Advisors, LLC | 146 | $17.7K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 144 | $17.0K | 0.00% | +85+144.1% | Added |
| Jones Financial Companies LLLP | 139 | $16.9K | 0.00% | +139 | New |
| Byrne Asset Management LLC | 126 | $15.3K | 0.01% | −4−3.1% | Reduced |
| GWM Advisors LLC | 125 | $15.2K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 120 | $14.6K | 0.00% | +3+2.6% | Added |
| Sunbelt Securities, Inc. | 117 | $14.1K | 0.00% | +1+0.9% | Added |
| IFP Advisors, Inc | 98 | $13.1K | 0.00% | −5−4.9% | Reduced |
| Retirement Wealth Solutions LLC | 112 | $13.1K | 0.01% | +112 | New |
| EverSource Wealth Advisors, LLC | 104 | $12.6K | 0.00% | +11+11.8% | Added |
| Huntington National Bank | 103 | $12.5K | 0.00% | +9+9.6% | Added |
| Delta Asset Management LLC | 100 | $12.1K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 90 | $11.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 62 | $7.52K | 0.00% | +62 | New |
| Geneos Wealth Management Inc. | 56 | $6.80K | 0.00% | +7+14.3% | Added |
| Global Retirement Partners, LLC | 50 | $6.07K | 0.00% | −7−12.3% | Reduced |
| Pflug Koory, LLC | 50 | $6.07K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 49 | $5.95K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 49 | $5.95K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 42 | $5.10K | 0.00% | +42 | New |
| SBI Securities Co., Ltd. | 40 | $4.85K | 0.00% | +40 | New |
| First United Bank Trust | 38 | $4.61K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 32 | $3.94K | 0.00% | +3+10.3% | Added |
| TD Private Client Wealth LLC | 27 | $3.28K | 0.00% | +2+8.0% | Added |
| LGT Financial Advisors LLC | 25 | $3.03K | 0.01% | 00.0% | Unchanged |
| Amundi | 15 | $1.78K | 0.00% | +15 | New |
| Cornerstone Planning Group LLC | 12 | $1.49K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 12 | $1.46K | 0.00% | −14−53.8% | Reduced |
| Whipplewood Advisors, LLC | 12 | $1.46K | 0.00% | +12 | 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 |
| Van Hulzen Asset Management, LLC | 10 | $1.21K | 0.00% | +10 | New |
| Skopos Labs, Inc. | 10 | $1.21K | 0.00% | +10 | New |
| WPG Advisers, LLC | 8 | $971 | 0.00% | +8 | New |
| 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 |
| SJS Investment Consulting Inc. | 3 | $365 | 0.00% | −1−25.0% | Reduced |
| Transce3nd, LLC | 2 | $248 | 0.00% | +2 | New |
| Abound Wealth Management | 2 | $243 | 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 |
| Hemington Wealth Management | 8 | $0 | 0.00% | +2+33.3% | Added |
| Covestor Ltd | 1 | $0 | 0.00% | 00.0% | Unchanged |