Chesapeake UtilitiesCPK

13F holders, Q4 2024 (December 31)
300holders +5
22new positions
25sold out
4famous investors
$121.40avg. 13F price*

At the end of Q4 2024, 300 institutions reported holding Chesapeake Utilities Corp. (CPK) in their 13F filings, up 5 from Q3 2024. 22 opened new positions and 25 sold out. The largest holders were BlackRock, Inc. ($458.7M), T. Rowe Price Investment Management, Inc. ($288.1M) and Vanguard Group Inc. ($234.8M). 4 famous investors held it, including Mario Gabelli (0.0% of GAMCO Investors's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Chesapeake Utilities Corp.
CUSIP
165303108
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400 Q1 2024: 280Q1 2024Q2 2024: 280Q2 2024Q3 2024: 295Q3 2024Q4 2024: 300Q4 2024Q1 2025: 319Q1 2025Q2 2025: 315Q2 2025Q3 2025: 313Q3 2025Q4 2025: 315Q4 2025Q1 2026: 340Q1 2026Q2 2026: 333Q2 2026

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions22$13.2M
Exits25$12.0M

All 13F filers, Q3 2024 → Q4 2024: 1,068,189 shares bought and 950,114 shares sold, net +118,075 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 300 holders

BlackRock, Inc. 0.01% Add +4.2% 3,779,831 $458.7M
T. Rowe Price Investment Management, Inc. 0.18% Reduce -4.1% 2,374,075 $288.1M
Vanguard Group Inc. 0.00% Add +2.4% 1,934,574 $234.8M
State Street Corp. 0.01% Add +7.6% 1,314,755 $160.4M
Neuberger Berman Group LLC 0.06% Add +132.0% 673,468 $81.7M
Copeland Capital Management, LLC 1.34% Add +0.1% 592,930 $72.0M
Geode Capital Management, LLC 0.00% Add +0.1% 517,298 $62.8M
Jennison Associates LLC 0.04% Add +2.7% 495,178 $60.1M
Dimensional Fund Advisors LP 0.01% Reduce -0.2% 491,473 $59.6M
Invesco Ltd. 0.01% Add +3.0% 464,679 $56.4M
Bank of New York Mellon Corp 0.01% Reduce -0.8% 372,024 $45.1M
First Trust Advisors LP 0.04% Reduce -7.4% 368,111 $44.7M
JPMorgan Chase & Co. 0.00% Add +10.3% 317,752 $38.6M
Morgan Stanley 0.00% Reduce -2.0% 304,229 $36.9M
Boston Trust Walden Corp 0.25% Reduce -1.7% 295,350 $35.8M
Northern Trust Corp. 0.00% Add +8.9% 281,910 $34.2M
Charles Schwab Investment Management Inc. 0.01% Add +4.2% 269,886 $32.8M
Goldman Sachs Group Inc. 0.01% Add +25.9% 223,740 $27.2M
Adage Capital Partners Gp, L.L.C. 0.05% Reduce -14.0% 215,000 $26.1M
Janus Henderson Group PLC 0.01% Reduce -0.2% 181,812 $22.1M
Schroder Investment Management Group 0.02% Reduce -14.4% 147,157 $17.7M
Legal & General Group Plc 0.00% Reduce -0.6% 146,136 $17.7M
Tributary Capital Management, LLC 1.25% Reduce -0.1% 132,765 $16.1M
Zimmer Partners, LP 0.24% Reduce -74.3% 112,695 $13.7M
Principal Financial Group Inc. 0.01% Add +4.4% 110,442 $13.4M
Envestnet Asset Management Inc. 0.00% Add +7.4% 109,473 $13.3M
Curi Capital, LLC 0.31% Add +2.3% 109,360 $13.3M
Nuveen Asset Management, LLC 0.00% Reduce -0.2% 90,329 $11.0M
Victory Capital Management Inc. 0.01% Reduce -10.5% 79,527 $9.7M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +24.7% 76,784 $9.3M
Energy Income Partners, LLC 0.18% Add +0.5% 71,922 $8.7M
Tufton Capital Management 1.64% No change 71,250 $8.6M
Rhumbline Advisers 0.01% Reduce -0.3% 69,653 $8.5M
ProShare Advisors LLC 0.02% Add +3.7% 67,678 $8.2M
STRS Ohio 0.03% Reduce -0.3% 65,600 $8.0M
UBS Group AG 0.00% Add +86.7% 64,578 $7.8M
Cramer Rosenthal McGlynn LLC 0.42% Reduce -3.2% 61,323 $7.4M
Alliancebernstein L.P. 0.00% Reduce -0.3% 59,827 $7.3M
Public Sector Pension Investment Board 0.03% Add +19.0% 56,745 $6.9M
Exchange Traded Concepts, LLC 0.13% Add +2.3% 54,336 $6.6M
Peregrine Capital Management LLC 0.19% Reduce -3.5% 54,061 $6.6M
Wedge Capital Management L L P 0.12% Reduce -0.9% 53,826 $6.5M
Deprince Race & Zollo Inc. 0.13% Reduce -69.2% 53,775 $6.5M
Clear Harbor Asset Management, LLC 0.50% Add +0.4% 51,601 $6.3M
Mutual of America Capital Management LLC 0.07% Add +0.1% 51,139 $6.2M
Gabelli Funds LLC 0.05% Reduce -0.4% 51,100 $6.2M
Sei Investments Co. 0.01% Add +0.9% 51,032 $6.2M
Ameriprise Financial Inc. 0.00% Reduce -6.7% 50,736 $6.2M
Swiss National Bank 0.00% Add +1.4% 44,150 $5.4M
Bahl & Gaynor LLC 0.03% Reduce -4.2% 43,369 $5.3M
Wells Fargo & Company 0.00% Add +9.1% 43,258 $5.2M
Raymond James Financial Inc. 0.00% — 42,109 $5.1M
TD Asset Management Inc 0.00% Reduce -1.9% 41,922 $5.1M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.03% Add +0.0% 41,765 $5.1M
Guggenheim Capital LLC 0.04% Add +6.6% 41,198 $5.0M
Russell Investments Group, Ltd. 0.01% Reduce -35.9% 40,964 $5.0M
First Manhattan Co. Llc. 0.01% Reduce -3.2% 38,507 $4.8M
Barclays PLC 0.00% Add +5.5% 39,078 $4.7M
FourThought Financial Partners, LLC 0.48% New 38,167 $4.6M
American Century Companies Inc. 0.00% Add +3.8% 37,850 $4.6M
CANADA LIFE ASSURANCE Co 0.01% Reduce -0.8% 35,159 $4.3M
Stifel Financial Corp. 0.00% Add +0.9% 33,460 $4.1M
Kestra Advisory Services, LLC 0.02% Add +2.1% 33,306 $4.0M
Citigroup Inc. 0.00% Add +10.9% 31,052 $3.8M
New York State Common Retirement Fund 0.01% Reduce -0.3% 31,015 $3.8M
Deutsche Bank AG 0.00% Add +21.6% 30,174 $3.7M
Reaves W H & Co. Inc. 0.10% No change 30,000 $3.6M
Comerica Bank 0.01% Reduce -1.3% 29,439 $3.6M
Wealthspire Advisors, LLC 0.04% Reduce -0.3% 29,394 $3.6M
Hennessy Advisors Inc. 0.10% Add +2.8% 28,958 $3.5M
NFJ Investment Group, LLC 0.10% Reduce -5.0% 26,928 $3.3M
Royal Bank of Canada 0.00% Add +6.3% 26,747 $3.2M
Maryland State Retirement & Pension System 0.07% Reduce -0.4% 26,463 $3.2M
Anchor Investment Management, LLC 0.27% Add +3.1% 24,212 $2.9M
Prudential Financial Inc. 0.00% Reduce -3.6% 22,989 $2.9M
California State Teachers Retirement System 0.00% Reduce -0.5% 20,960 $2.5M
Savant Capital, LLC 0.02% Reduce -6.7% 20,925 $2.5M
Squarepoint Ops LLC 0.01% New 20,428 $2.5M
Riverwater Partners LLC 1.20% Add +36.0% 20,325 $2.5M
T. Rowe Price Associates Inc. 0.00% Reduce -15.2% 18,677 $2.3M
Fruth Investment Management 0.61% Reduce -1.3% 18,399 $2.2M
Thrivent Financial for Lutherans 0.00% Reduce -0.1% 17,609 $2.1M
Legacy Wealth Management, LLC / MS 0.84% Reduce -8.4% 17,330 $2.1M
State of New Jersey Common Pension Fund D 0.01% Reduce -4.5% 16,072 $2.0M
State of Wisconsin Investment Board 0.00% Reduce -3.0% 14,579 $1.8M
Harbor Capital Advisors, Inc. 0.08% Add +3.0% 14,357 $1.7M
Norges Bank 0.00% Reduce -80.0% 14,270 $1.7M
PNC Financial Services Group, Inc. 0.00% Reduce -2.2% 14,066 $1.7M
LPL Financial LLC 0.00% Add +11.2% 13,717 $1.7M
Commonwealth Equity Services, LLC 0.00% Reduce -4.3% 13,575 $1.6M
Ethic Inc. 0.03% Add +14.5% 13,498 $1.6M
MetLife Investment Management, LLC 0.01% Add +5.8% 13,481 $1.6M
Uniplan Investment Counsel, Inc. 0.15% Add +2.0% 13,171 $1.6M
Bank of America Corp. 0.00% Reduce -46.0% 13,073 $1.6M
Janney Montgomery Scott LLC 0.00% Add +0.1% 12,989 $1.6M
State of Alaska, Department of Revenue 0.02% Add +1.1% 12,947 $1.6M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +3.9% 12,582 $1.5M
Albert D Mason Inc. 1.02% Add +1.2% 12,576 $1.5M
State of Tennessee, Department of Treasury 0.01% Add +4.7% 12,533 $1.5M
Sit Investment Associates Inc. 0.03% No change 12,515 $1.5M
Dana Investment Advisors, Inc. 0.05% Reduce -1.1% 12,377 $1.5M
Illinois Municipal Retirement Fund 0.02% Add +7.4% 12,282 $1.5M
Advisory Research Inc. 0.25% Add +1.8% 12,163 $1.5M
NJ State Employees Deferred Compensation Plan 0.18% No change 12,000 $1.5M
Magellan Asset Management Ltd 0.02% Reduce -2.5% 11,836 $1.4M
Corebridge Financial, Inc. 0.01% Reduce -7.2% 11,795 $1.4M
HSBC Holdings PLC 0.00% Add +318.2% 11,692 $1.4M
Bank of Montreal 0.00% Reduce -7.5% 11,631 $1.4M
Macquarie Group Ltd. 0.00% Reduce -45.8% 11,543 $1.4M
Manufacturers Life Insurance Company, The 0.00% Reduce -2.6% 11,469 $1.4M
Louisiana State Employees Retirement System 0.03% Add +0.9% 11,000 $1.3M
Trexquant Investment LP 0.01% New 10,433 $1.3M
Voya Investment Management LLC 0.00% Add +4.9% 10,193 $1.2M
Natixis Advisors, LLC 0.00% New 10,022 $1.2M
Cox Capital Mgt LLC 0.77% Reduce -1.3% 9,841 $1.2M
Susquehanna International Group, LLP 0.00% Add +164.0% 9,792 $1.2M
Intech Investment Management LLC 0.01% Add +125.7% 8,746 $1.1M
Yousif Capital Management, LLC 0.01% Reduce -1.2% 8,602 $1.0M
KLP Kapitalforvaltning As 0.00% — 8,500 $1.0M
Affinity Wealth Management LLC 0.18% No change 8,239 $1000K
Cladis Investment Advisory, LLC 0.69% No change 8,000 $971K
Hudson Bay Capital Management LP 0.01% Reduce -47.8% 7,824 $949K
Corient Private Wealth LP 0.00% Add +0.8% 7,813 $948K
Creative Planning 0.00% Add +1.1% 7,794 $946K
Ensign Peak Advisors, Inc 0.00% No change 7,302 $886K
Ellevest, Inc. 0.05% Add +6.9% 7,012 $851K
Teachers Retirement System of the State of Kentucky 0.01% No change 6,959 $845K
ICW Investment Advisors LLC 0.35% Add +0.7% 6,962 $845K
Glenmede Trust Co. NA 0.00% Add +1.1% 6,858 $832K
Qube Research & Technologies Ltd 0.00% New 6,793 $824K
Linden Thomas Advisory Services, LLC 0.10% Add +23.3% 6,693 $812K
Amalgamated Bank 0.01% Add +0.4% 6,627 $804K
Avantax Advisory Services, Inc. 0.01% Reduce -12.8% 6,609 $802K
Arizona State Retirement System 0.00% Add +1.6% 6,516 $791K
Adell Harriman & Carpenter Inc. 0.05% Reduce -5.9% 6,400 $777K
Van Eck Associates Corp. 0.00% Add +4.0% 6,323 $767K
Focus Partners Advisor Solutions, LLC 0.01% Reduce -0.8% 6,108 $741K
Pathstone Holdings, LLC 0.00% Add +4.3% 5,935 $723K
FMR LLC 0.00% Add +19.5% 5,807 $705K
Legacy Wealth Asset Management, LLC 0.19% Reduce -0.9% 5,794 $703K
Pitcairn Co. 0.04% Add +2.7% 5,767 $700K
HighTower Advisors, LLC 0.00% Add +0.3% 5,675 $689K
New York State Teachers Retirement System 0.00% No change 5,657 $686K
GAMCO Investors 0.01% No change 5,600 $680K
Alps Advisors Inc. 0.00% Add +17.4% 5,465 $663K
Oregon Public Employees Retirement Fund 0.01% Add +1.9% 5,350 $649K
Argent Capital Management LLC 0.02% Add +38.5% 5,115 $621K
Citadel Advisors 0.00% Add +696.2% 4,849 $588K
Baird Financial Group, Inc. 0.00% Reduce -0.6% 4,848 $588K
Versor Investments LP 0.10% Reduce -28.4% 4,800 $582K
Mariner, LLC 0.00% Reduce -0.3% 4,713 $572K
Royce & Associates LP 0.01% No change 4,708 $571K
Police & Firemen's Retirement System of New Jersey 0.01% — 4,707 $571K
Intrust Bank NA 0.06% Add +1.0% 4,698 $570K
Keybank National Association 0.00% Add +4.5% 4,652 $565K
Verition Fund Management LLC 0.00% New 4,631 $562K
Cambridge Investment Research Advisors, Inc. 0.00% Add +22.9% 4,584 $556K
Dark Forest Capital Management LP 0.08% New 4,533 $550K
Wealthcare Capital Partners, LLC 0.28% — 4,469 $542K
Wealth Enhancement Advisory Services, LLC 0.00% Add +3.6% 4,396 $533K
Pictet Asset Management Holding SA 0.00% Add +31.6% 4,385 $532K
Inspire Advisors, LLC 0.06% Add +139.3% 4,099 $497K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +16.1% 4,015 $487K
Agp Franklin, LLC 0.29% — 3,988 $484K
BNP Paribas Financial Markets 0.00% Reduce -24.3% 3,720 $451K
AQR Capital Management 0.00% Add +22.8% 3,704 $449K
Inspire Investing, LLC 0.05% Reduce -1.4% 3,690 $448K
Snowden Capital Advisors LLC 0.01% Add +9.0% 3,618 $441K
Vanguard Personalized Indexing Management, LLC 0.01% Add +7.5% 3,579 $434K
Brasada Capital Management, LP 0.08% Reduce -2.6% 3,700 $434K
First National Bank of Omaha 0.03% Reduce -9.0% 3,562 $432K
KOM Wealth Management Group, LLC 0.32% No change 3,544 $430K
Cetera Investment Advisers 0.00% Reduce -6.2% 3,407 $413K
Caprock Group, LLC 0.01% Add +3.4% 3,313 $404K
Northeast Financial Consultants Inc 0.02% No change 3,200 $388K
Forvis Mazars Wealth Advisors, LLC 0.01% No change 3,085 $374K
MML Investors Services, LLC 0.00% Reduce -4.2% 3,007 $365K
Supplemental Annuity Collective Trust of NJ 0.11% No change 3,000 $364K
U.S. Capital Wealth Advisors, LLC 0.01% No change 3,000 $364K
CBRE Investment Management Listed Real Assets LLC 0.01% Reduce -7.5% 2,984 $362K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -4.8% 2,957 $359K
Campbell & CO Investment Adviser LLC 0.03% New 2,951 $358K
Centiva Capital, LP 0.01% Add +2.4% 2,942 $357K
Atom Investors LP 0.04% Reduce -0.1% 2,926 $355K
IFM Investors Pty Ltd 0.00% No change 2,918 $354K
Bessemer Group Inc. 0.00% Add +1.3% 2,892 $351K
Harbour Investments, Inc. 0.01% Reduce -15.7% 2,863 $347K
US Bancorp \de 0.00% Reduce -0.3% 2,804 $340K
XTX Topco Ltd 0.03% Reduce -10.9% 2,794 $339K
Walleye Capital LLC 0.00% New 2,777 $337K
Jane Street Group, LLC 0.00% Reduce -93.6% 2,608 $316K
Bokf, NA 0.01% Reduce -24.6% 2,650 $309K
Cynosure Group, LLC 0.05% Reduce -14.1% 2,536 $308K
Spirit of America Management Corp. 0.06% Add +66.7% 2,500 $303K
Arrow Financial Corp 0.03% No change 2,480 $301K
Trust Point Inc. 0.02% Reduce -52.6% 2,329 $283K
Ameritas Investment Partners, Inc. 0.01% Add +5.0% 2,313 $281K
Nisa Investment Advisors, LLC 0.00% Add +0.3% 2,289 $279K
Quadrant Capital Group LLC 0.02% Reduce -0.1% 2,281 $277K
Gotham Asset Management 0.00% Reduce -0.2% 2,215 $269K
Choreo, LLC 0.00% Reduce -25.5% 2,207 $268K
Personal Cfo Solutions, LLC 0.05% Reduce -1.7% 2,182 $265K
Aster Capital Management (DIFC) Ltd 0.10% New 2,145 $260K
Moneta Group Investment Advisors LLC 0.00% Add +4.2% 2,100 $255K
Core Wealth Management, Inc. 0.10% No change 2,069 $251K
Crossmark Global Holdings, Inc. 0.00% Reduce -23.8% 2,063 $251K
Cibc World Markets Corp. 0.00% New 2,068 $251K
Public Employees Retirement Association of Colorado 0.00% No change 2,050 $249K
TD Waterhouse Canada Inc. 0.00% Add +17.5% 1,969 $238K
Capula Management Ltd 0.00% New 1,955 $237K
Evergreen Capital Management LLC 0.01% Add +1.0% 1,728 $211K
Osaic Holdings, Inc. 0.00% Add +17.9% 1,655 $201K
Cable Hill Partners, LLC 0.02% No change 1,644 $201K
Wilmington Savings Fund Society, FSB 0.00% No change 1,465 $178K
Farmers & Merchants Investments Inc. 0.01% No change 1,379 $167K
Colonial Trust Co / SC 0.02% No change 1,363 $165K
Cwm, LLC 0.00% Add +8.7% 1,304 $158K
GAMMA Investing LLC 0.01% Add +4.4% 1,084 $132K
Tradewinds Capital Management, LLC 0.03% No change 1,049 $127K
KBC Group NV 0.00% Add +46.2% 1,048 $127K
SIMA Wealth Partners, LLC 0.10% New 979 $119K
Shell Asset Management Co. 0.00% No change 930 $113K
Smartleaf Asset Management LLC 0.01% Add +159.9% 876 $106K
Lazard Asset Management LLC 0.00% Reduce -0.9% 798 $96K
Sound Income Strategies, LLC 0.01% No change 791 $96K
Sterling Capital Management LLC 0.00% Add +805.2% 697 $85K
Assetmark, Inc. 0.00% Add +6.5% 675 $82K
Fifth Third Bancorp 0.00% Reduce -16.5% 671 $81K
Arax Advisory Partners 0.00% Add +1.6% 506 $61K
Creative Financial Designs Inc. 0.00% No change 450 $55K
Quantbot Technologies LP 0.00% New 408 $50K
Signaturefd, LLC 0.00% Add +1.8% 404 $49K
First Horizon Advisors, Inc. 0.00% Reduce -45.8% 390 $47K
Principal Securities, Inc. 0.00% Add +4.0% 340 $41K
Allworth Financial LP 0.00% Reduce -4.0% 313 $38K
UMB Bank, n.a. 0.00% No change 283 $34K
Steward Partners Investment Advisory, LLC 0.00% Reduce -53.4% 264 $32K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 242 $29K
Versant Capital Management, Inc 0.01% Add +2018.2% 233 $28K
Public Employees Retirement System of Ohio 0.00% Reduce -3.5% 224 $27K
Concourse Financial Group Securities, Inc. 0.00% Reduce -5.2% 219 $26K
Cohen & Steers, Inc. 0.00% No change 215 $26K
Federated Hermes, Inc. 0.00% Add +587.1% 213 $26K
Farther Finance Advisors, LLC 0.00% Reduce -5.0% 209 $25K
Hollencrest Capital Management 0.00% No change 203 $25K
CBIZ Investment Advisory Services, LLC 0.00% Add +38.9% 193 $24K
Foster Dykema Cabot & Partners, LLC 0.00% No change 175 $21K
MassMutual Private Wealth & Trust, FSB 0.00% Add +0.6% 164 $20K
CIBC Private Wealth Group LLC 0.00% No change 165 $20K
Centerpoint Advisors, LLC 0.01% No change 158 $19K
Lindbrook Capital, LLC 0.00% No change 154 $19K
MCF Advisors LLC 0.00% No change 151 $18K
Farmers & Merchants Trust Co of Chambersburg PA 0.01% No change 150 $18K
Tower Research Capital LLC (TRC) 0.00% Reduce -90.7% 148 $18K
Fortis Group Advisors, LLC 0.00% No change 146 $18K
Simplex Trading, LLC 0.00% Add +144.1% 144 $17K
Jones Financial Companies LLLP 0.00% New 139 $17K
Byrne Asset Management LLC 0.01% Reduce -3.1% 126 $15K
NewEdge Advisors, LLC 0.00% No change 125 $15K
Rothschild Investment LLC 0.00% Add +2.6% 120 $15K
Sunbelt Securities, Inc. 0.00% Add +0.9% 117 $14K
IFP Advisors, Inc 0.00% Reduce -4.8% 98 $13K
Retirement Wealth Solutions LLC 0.01% — 112 $13K
EverSource Wealth Advisors, LLC 0.00% Add +11.8% 104 $13K
Huntington National Bank 0.00% Add +9.6% 103 $12K
Delta Asset Management LLC 0.00% No change 100 $12K
Roble, Belko & Company, Inc 0.00% No change 90 $11K
Northwestern Mutual Wealth Management Co. 0.00% New 62 $8K
Geneos Wealth Management Inc. 0.00% Add +14.3% 56 $7K
Pflug Koory, LLC 0.00% No change 50 $6K
Global Retirement Partners, LLC 0.00% Reduce -12.3% 50 $6K
Bell Investment Advisors, Inc 0.00% No change 49 $6K
Private Trust Co. NA 0.00% No change 49 $6K
High Note Wealth, LLC 0.00% New 42 $5K
SBI Securities Co., Ltd. 0.00% — 40 $5K
First United Bank & Trust 0.00% No change 38 $5K
Parallel Advisors, LLC 0.00% Add +10.3% 32 $4K
TD Private Client Wealth LLC 0.00% Add +8.0% 27 $3K
LGT Financial Advisors LLC 0.01% No change 25 $3K
Amundi 0.00% New 15 $2K
Cornerstone Planning Group LLC 0.00% No change 12 $1K
Whipplewood Advisors, LLC 0.00% — 12 $1K
Mather Group, Llc. 0.00% Reduce -53.9% 12 $1K
Hexagon Capital Partners LLC 0.00% New 11 $1K
JFS Wealth Advisors, LLC 0.00% Add +22.2% 11 $1K
Brooklyn Investment Group 0.00% New 10 $1K
Van Hulzen Asset Management, LLC 0.00% New 10 $1K
WPG Advisers, LLC 0.00% — 8 $971
MPWM Advisory Solutions, LLC 0.00% — 5 $607
Parkside Financial Bank & Trust 0.00% No change 5 $607
DiNuzzo Private Wealth, Inc. 0.00% Add +25.0% 5 $607
Larson Financial Group LLC 0.00% No change 5 $607
SJS Investment Consulting Inc. 0.00% Reduce -25.0% 3 $365
Transce3nd, LLC 0.00% — 2 $248
Abound Wealth Management 0.00% No change 2 $243
Parkworth Wealth Management, Inc. 0.00% — 1 $121
Blue Trust, Inc. 0.00% Reduce -98.1% 1 $121
Global Financial Private Client, LLC 0.00% New 1 $121
Hemington Wealth Management 0.00% Add +33.3% 8 $0
Covestor Ltd 0.00% No change 1 $0

"% of holder's portfolio" is CPK's weight in each manager's 13F, not the share of Chesapeake Utilities Corp. the manager owns.