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 2025
Institutional positions in Chesapeake Utilities Corp as of Mar 31, 2025. 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
- 319
- +21 vs. Q4 2024
- Shares held
- 19.7M
- +246.4K (+1.3%) vs. Q4 2024
- Total value
- $2.54B
- +$169.5M (+7.2%) vs. Q4 2024
- New holders
- 38
- 126 more added
- Sold out
- 17
- 103 more reduced
2 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Chesapeake Utilities Corp; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 1 | $128 | 0.00% | 00.0% | Unchanged |
| Stonebridge Financial Group, LLC | 1 | $128 | 0.00% | +1 | New |
| Abound Wealth Management | 2 | $257 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 4 | $514 | 0.00% | −1−20.0% | Reduced |
| Ronald Blue Trust, Inc. | 4 | $514 | 0.00% | +3+300.0% | Added |
| Global Financial Private Client, LLC | 4 | $514 | 0.00% | +3+300.0% | Added |
| Kestra Investment Management, LLC | 4 | $514 | 0.00% | +4 | New |
| MPWM Advisory Solutions, LLC | 5 | $642 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 6 | $771 | 0.00% | +6 | New |
| True Wealth Design, LLC | 9 | $1.16K | 0.00% | +9 | New |
| Stephens Consulting, LLC | 10 | $1.28K | 0.00% | +10 | New |
| JFS Wealth Advisors, LLC | 11 | $1.41K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 12 | $1.54K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 135 | $1.54K | 0.00% | +123+1,025.0% | Added |
| Skopos Labs, Inc. | 14 | $1.80K | 0.00% | +4+40.0% | Added |
| Financial Network Wealth Advisors LLC | 15 | $1.93K | 0.00% | +15 | New |
| Parkside Financial Bank & Trust | 15 | $1.93K | 0.00% | +10+200.0% | Added |
| Hemington Wealth Management | 16 | $2.00K | 0.00% | +8+100.0% | Added |
| Amundi | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 19 | $2.44K | 0.00% | +11+137.5% | Added |
| Quarry LP | 19 | $2.44K | 0.00% | +19 | New |
| Parallel Advisors, LLC | 34 | $4.31K | 0.00% | +2+6.3% | Added |
| SJS Investment Consulting Inc. | 34 | $4.37K | 0.00% | +31+1,033.3% | Added |
| High Note Wealth, LLC | 38 | $4.88K | 0.00% | −4−9.5% | Reduced |
| First United Bank Trust | 38 | $4.88K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 40 | $5.14K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 42 | $5.39K | 0.00% | +15+55.6% | Added |
| Private Trust Co NA | 45 | $5.78K | 0.00% | −4−8.2% | Reduced |
| Quest Partners LLC | 46 | $5.91K | 0.00% | +46 | New |
| Hexagon Capital Partners LLC | 47 | $6.04K | 0.00% | +36+327.3% | Added |
| Pflug Koory, LLC | 50 | $6.42K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 50 | $6.42K | 0.00% | +45+900.0% | Added |
| Cornerstone Planning Group LLC | 50 | $6.64K | 0.00% | +38+316.7% | Added |
| Bell Investment Advisors, Inc | 53 | $6.81K | 0.00% | +4+8.2% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 58 | $7.45K | 0.00% | −184−76.0% | Reduced |
| Rise Advisors, LLC | 88 | $11.3K | 0.00% | +88 | New |
| Roble, Belko & Company, Inc | 90 | $12.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 100 | $12.8K | 0.00% | −3−2.9% | Reduced |
| Delta Asset Management LLC | 100 | $12.8K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 112 | $14.4K | 0.01% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 113 | $14.5K | 0.00% | −100−46.9% | Reduced |
| EverSource Wealth Advisors, LLC | 114 | $14.6K | 0.00% | +10+9.6% | Added |
| Sunbelt Securities, Inc. | 117 | $15.1K | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 119 | $15.3K | 0.01% | +119 | New |
| GWM Advisors LLC | 125 | $16.1K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 118 | $16.4K | 0.00% | +20+20.4% | Added |
| Rothschild Investment LLC | 130 | $16.7K | 0.00% | +10+8.3% | Added |
| Fortis Group Advisors, LLC | 146 | $18.8K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 150 | $19.0K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 151 | $19.5K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 154 | $19.8K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 158 | $20.0K | 0.01% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 166 | $20.8K | 0.00% | +1+0.6% | Added |
| Massmutual Trust Co FSB | 164 | $21.1K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 165 | $21.1K | 0.00% | +26+18.7% | Added |
| Foster Dykema Cabot & Partners, LLC | 175 | $22.6K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 193 | $24.9K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 200 | $25.7K | 0.00% | +200 | New |
| Hollencrest Capital Management | 203 | $26.1K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 220 | $28.3K | 0.00% | +164+292.9% | Added |
| Farmers & Merchants Investments Inc | 228 | $29.3K | 0.00% | −1,151−83.5% | Reduced |
| Public Employees Retirement System of Ohio | 228 | $29.3K | 0.00% | +4+1.8% | Added |
| Versant Capital Management, Inc | 230 | $29.5K | 0.00% | −3−1.3% | Reduced |
| NBC Securities, Inc. | 234 | $30.0K | 0.00% | +234 | New |
| Byrne Asset Management LLC | 270 | $34.7K | 0.03% | +144+114.3% | Added |
| SRS Capital Advisors, Inc. | 272 | $34.9K | 0.00% | −234−46.2% | Reduced |
| Umb Bank N A | 305 | $39.2K | 0.00% | +22+7.8% | Added |
| Farther Finance Advisors, LLC | 315 | $40.8K | 0.00% | +106+50.7% | Added |
| Principal Securities, Inc. | 340 | $41.3K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 317 | $42.3K | 0.00% | +4+1.3% | Added |
| Sterling Capital Management LLC | 390 | $50.1K | 0.00% | −307−44.0% | Reduced |
| Coldstream Capital Management Inc | 401 | $51.5K | 0.00% | +401 | New |
| Steward Partners Investment Advisory, LLC | 411 | $52.8K | 0.00% | +147+55.7% | Added |
| Signaturefd, LLC | 436 | $56.0K | 0.00% | +32+7.9% | Added |
| Creative Financial Designs Inc | 450 | $57.8K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 465 | $61.5K | 0.03% | +465 | New |
| Tower Research Capital LLC (TRC) | 595 | $76.4K | 0.00% | +447+302.0% | Added |
| First Horizon Advisors, Inc. | 599 | $76.9K | 0.00% | +209+53.6% | Added |
| New Age Alpha Advisors, LLC | 663 | $85.1K | 0.00% | +663 | New |
| Lazard Asset Management LLC | 715 | $91.0K | 0.00% | −83−10.4% | Reduced |
| Assetmark, Inc | 747 | $95.9K | 0.00% | +72+10.7% | Added |
| Smartleaf Asset Management LLC | 769 | $98.5K | 0.01% | −107−12.2% | Reduced |
| Sound Income Strategies, LLC | 791 | $101.6K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 864 | $111.0K | 0.00% | +193+28.8% | Added |
| Shell Asset Management Co | 892 | $115.0K | 0.01% | −38−4.1% | Reduced |
| SIMA Wealth Partners, LLC | 985 | $126.4K | 0.10% | +6+0.6% | Added |
| Tradewinds Capital Management, LLC | 1,049 | $134.7K | 0.04% | 00.0% | Unchanged |
| KBC Group NV | 1,048 | $135.0K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1,158 | $148.7K | 0.01% | +74+6.8% | Added |
| CWM, LLC | 1,360 | $175.0K | 0.00% | +56+4.3% | Added |
| Bryn Mawr Trust Co | 1,465 | $188.2K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 1,564 | $200.9K | 0.00% | −2,156−58.0% | Reduced |
| HSBC Holdings PLC | 1,571 | $201.1K | 0.00% | −10,121−86.6% | Reduced |
| Belpointe Asset Management LLC | 1,603 | $205.9K | 0.01% | +1,603 | New |
| Gradient Investments LLC | 1,605 | $206.1K | 0.00% | +1,605 | New |
| Colonial Trust Co | 1,619 | $207.9K | 0.03% | +256+18.8% | Added |
| IFM Investors Pty Ltd | 1,620 | $208.1K | 0.00% | −1,298−44.5% | Reduced |
| Xponance, Inc. | 1,691 | $217.2K | 0.00% | +1,691 | New |
| Mutual Advisors, LLC | 1,649 | $218.0K | 0.01% | +1,649 | New |