Chesapeake UtilitiesCPK
13F holders, Q1 2025 (March 31)319holders +19
35new positions
16sold out
6famous investors
$128.47avg. 13F price*
At the end of Q1 2025, 319 institutions reported holding Chesapeake Utilities Corp. (CPK) in their 13F filings, up 19 from Q4 2024. 35 opened new positions and 16 sold out. The largest holders were BlackRock, Inc. ($473.3M), T. Rowe Price Investment Management, Inc. ($300.0M) and Vanguard Group Inc. ($246.7M). 6 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Mario Gabelli (0.0% of GAMCO Investors's portfolio) and Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).
- Company
- Chesapeake Utilities Corp.
- CUSIP
- 165303108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 35 | $44.5M |
| Exits | 16 | $3.5M |
All 13F filers, Q4 2024 → Q1 2025: 876,455 shares bought and 731,168 shares sold, net +145,287 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 319 holders
| BlackRock, Inc. | 0.01% | Reduce -2.5% | 3,685,138 | $473.3M |
| T. Rowe Price Investment Management, Inc. | 0.20% | Reduce -1.6% | 2,336,111 | $300.0M |
| Vanguard Group Inc. | 0.00% | Reduce -0.7% | 1,920,852 | $246.7M |
| State Street Corp. | 0.01% | Reduce -5.1% | 1,248,033 | $161.1M |
| Neuberger Berman Group LLC | 0.08% | Add +11.5% | 750,856 | $96.4M |
| Copeland Capital Management, LLC | 1.50% | Reduce -2.0% | 581,330 | $74.7M |
| Geode Capital Management, LLC | 0.01% | Add +3.5% | 535,514 | $68.8M |
| Jennison Associates LLC | 0.05% | Add +4.7% | 518,231 | $66.6M |
| Invesco Ltd. | 0.01% | Add +4.5% | 485,822 | $62.4M |
| Dimensional Fund Advisors LP | 0.01% | Reduce -6.9% | 457,618 | $58.8M |
| First Trust Advisors LP | 0.04% | Reduce -8.4% | 337,192 | $43.3M |
| Boston Trust Walden Corp | 0.27% | Reduce -1.2% | 291,835 | $37.5M |
| Northern Trust Corp. | 0.01% | Reduce -0.0% | 281,827 | $36.2M |
| Bank of New York Mellon Corp | 0.01% | Reduce -24.3% | 281,758 | $36.2M |
| Morgan Stanley | 0.00% | Reduce -7.9% | 280,092 | $36.0M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +0.7% | 271,788 | $34.9M |
| JPMorgan Chase & Co. | 0.00% | Reduce -16.8% | 264,418 | $34.0M |
| Wellington Management Group LLP | 0.01% | New | 204,770 | $26.3M |
| Adage Capital Partners Gp, L.L.C. | 0.05% | Reduce -7.0% | 200,000 | $25.7M |
| Janus Henderson Group PLC | 0.01% | Add +6.8% | 194,091 | $24.8M |
| Zimmer Partners, LP | 0.46% | Add +57.1% | 177,048 | $22.7M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -22.4% | 173,575 | $22.3M |
| Schroder Investment Management Group | 0.02% | Reduce -0.1% | 147,029 | $18.8M |
| Legal & General Group Plc | 0.01% | Reduce -0.6% | 145,294 | $18.7M |
| Tributary Capital Management, LLC | 1.44% | Reduce -3.5% | 128,118 | $16.5M |
| Principal Financial Group Inc. | 0.01% | Add +2.7% | 113,431 | $14.6M |
| Envestnet Asset Management Inc. | 0.00% | Add +3.6% | 113,374 | $14.6M |
| Curi Capital, LLC | 0.36% | Add +2.9% | 112,539 | $14.5M |
| Nuveen, LLC | 0.00% | — | 100,968 | $13.0M |
| STRS Ohio | 0.04% | Add +24.2% | 81,500 | $10.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +3.0% | 79,096 | $10.2M |
| Energy Income Partners, LLC | 0.18% | Add +3.7% | 74,608 | $9.6M |
| Public Sector Pension Investment Board | 0.04% | Add +27.3% | 72,243 | $9.3M |
| Tufton Capital Management | 1.76% | No change | 71,250 | $9.2M |
| Victory Capital Management Inc. | 0.01% | Reduce -13.1% | 69,131 | $8.9M |
| Rhumbline Advisers | 0.01% | Reduce -4.0% | 66,877 | $8.6M |
| ProShare Advisors LLC | 0.02% | Reduce -9.6% | 61,154 | $7.9M |
| Cramer Rosenthal McGlynn LLC | 0.56% | Reduce -0.5% | 60,994 | $7.8M |
| Exchange Traded Concepts, LLC | 0.14% | Add +10.3% | 59,921 | $7.7M |
| Alliancebernstein L.P. | 0.00% | Reduce -9.0% | 54,422 | $7.0M |
| Sei Investments Co. | 0.01% | Add +6.0% | 54,107 | $6.9M |
| Deprince Race & Zollo Inc. | 0.14% | Reduce -0.4% | 53,541 | $6.9M |
| Clear Harbor Asset Management, LLC | 0.52% | Reduce -0.4% | 51,407 | $6.6M |
| Peregrine Capital Management LLC | 0.22% | Reduce -5.2% | 51,253 | $6.6M |
| Mutual of America Capital Management LLC | 0.08% | Add +0.1% | 51,171 | $6.6M |
| Ameriprise Financial Inc. | 0.00% | Reduce -0.8% | 50,344 | $6.5M |
| Gabelli Funds LLC | 0.05% | Reduce -2.0% | 50,100 | $6.4M |
| Qube Research & Technologies Ltd | 0.01% | Add +630.2% | 49,600 | $6.4M |
| Jane Street Group, LLC | 0.01% | Add +1714.7% | 47,328 | $6.1M |
| Raymond James Financial Inc. | 0.00% | Add +11.4% | 46,926 | $6.0M |
| UBS Group AG | 0.00% | Reduce -29.1% | 45,769 | $5.9M |
| Russell Investments Group, Ltd. | 0.01% | Add +11.5% | 45,666 | $5.9M |
| Wells Fargo & Company | 0.00% | Add +4.8% | 45,311 | $5.8M |
| Bank of America Corp. | 0.00% | Add +246.3% | 45,265 | $5.8M |
| Swiss National Bank | 0.00% | No change | 44,150 | $5.7M |
| Bahl & Gaynor LLC | 0.03% | Add +0.6% | 43,608 | $5.6M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.03% | Add +3.3% | 43,156 | $5.5M |
| Wedge Capital Management L L P | 0.10% | Reduce -23.1% | 41,403 | $5.3M |
| TD Asset Management Inc | 0.00% | Reduce -1.9% | 41,132 | $5.3M |
| Guggenheim Capital LLC | 0.05% | Reduce -5.5% | 38,915 | $5.0M |
| First Manhattan Co. Llc. | 0.01% | Reduce -0.9% | 38,165 | $4.9M |
| Susquehanna International Group, LLP | 0.01% | Add +272.3% | 36,453 | $4.7M |
| FourThought Financial Partners, LLC | 0.48% | Reduce -7.0% | 35,500 | $4.6M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -3.7% | 33,859 | $4.3M |
| Stifel Financial Corp. | 0.00% | Add +0.9% | 33,760 | $4.3M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -0.2% | 33,249 | $4.3M |
| Citigroup Inc. | 0.00% | Add +6.5% | 33,078 | $4.2M |
| ExodusPoint Capital Management, LP | 0.05% | New | 30,778 | $4.0M |
| New York State Common Retirement Fund | 0.01% | Reduce -1.4% | 30,597 | $3.9M |
| Reaves W H & Co. Inc. | 0.10% | No change | 30,000 | $3.9M |
| Wealthspire Advisors, LLC | 0.02% | Add +0.2% | 29,441 | $3.8M |
| Deutsche Bank AG | 0.00% | Reduce -4.2% | 28,920 | $3.7M |
| Royal Bank of Canada | 0.00% | Add +8.0% | 28,886 | $3.7M |
| Barclays PLC | 0.00% | Reduce -27.4% | 28,370 | $3.6M |
| Hennessy Advisors Inc. | 0.12% | Reduce -3.1% | 28,058 | $3.6M |
| NFJ Investment Group, LLC | 0.12% | No change | 26,928 | $3.5M |
| Maryland State Retirement & Pension System | 0.08% | Reduce -1.8% | 25,984 | $3.3M |
| American Century Companies Inc. | 0.00% | Reduce -33.6% | 25,133 | $3.2M |
| Anchor Investment Management, LLC | 0.29% | Add +1.5% | 24,577 | $3.2M |
| Dark Forest Capital Management LP | 0.13% | Add +403.7% | 22,831 | $2.9M |
| California State Teachers Retirement System | 0.00% | Add +8.9% | 22,831 | $2.9M |
| Prudential Financial Inc. | 0.00% | Reduce -2.6% | 22,399 | $2.8M |
| Riverwater Partners LLC | 1.34% | Add +0.0% | 20,327 | $2.6M |
| T. Rowe Price Associates Inc. | 0.00% | Add +5.2% | 19,651 | $2.5M |
| Savant Capital, LLC | 0.02% | Reduce -8.2% | 19,204 | $2.5M |
| Teachers Retirement System of the State of Kentucky | 0.02% | Add +168.9% | 18,715 | $2.4M |
| Comerica Bank | 0.01% | Reduce -37.0% | 18,556 | $2.4M |
| Fruth Investment Management | 0.66% | No change | 18,399 | $2.4M |
| Marshall Wace, LLP | 0.00% | New | 17,520 | $2.3M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -5.0% | 16,733 | $2.1M |
| Aventail Capital Group, LP | 0.11% | New | 16,581 | $2.1M |
| Voya Investment Management LLC | 0.00% | Add +57.4% | 16,048 | $2.1M |
| LPL Financial LLC | 0.00% | Add +14.8% | 15,750 | $2.0M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -3.4% | 15,533 | $2.0M |
| Harbor Capital Advisors, Inc. | 0.09% | Add +7.1% | 15,378 | $2.0M |
| PNC Financial Services Group, Inc. | 0.00% | Add +6.8% | 15,024 | $1.9M |
| State of Wisconsin Investment Board | 0.00% | Add +1.6% | 14,817 | $1.9M |
| Ethic Inc. | 0.04% | Add +8.3% | 14,622 | $1.9M |
| Citadel Advisors | 0.00% | Add +203.4% | 14,711 | $1.9M |
| Tudor Investment Corporation | 0.02% | New | 14,609 | $1.9M |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.6% | 13,652 | $1.8M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +6.9% | 13,452 | $1.7M |
| MetLife Investment Management, LLC | 0.01% | Reduce -3.0% | 13,078 | $1.7M |
| Janney Montgomery Scott LLC | 0.00% | Add +0.3% | 13,034 | $1.7M |
| Albert D Mason Inc. | 1.12% | Add +1.8% | 12,804 | $1.6M |
| State of Tennessee, Department of Treasury | 0.01% | Add +1.7% | 12,750 | $1.6M |
| Macquarie Group Ltd. | 0.00% | Add +9.7% | 12,661 | $1.6M |
| State of Alaska, Department of Revenue | 0.02% | Reduce -2.5% | 12,623 | $1.6M |
| Uniplan Investment Counsel, Inc. | 0.16% | Reduce -4.9% | 12,520 | $1.6M |
| Sit Investment Associates Inc. | 0.04% | No change | 12,515 | $1.6M |
| Legacy Wealth Management, LLC / MS | 0.52% | Reduce -28.0% | 12,470 | $1.6M |
| Bank of Montreal | 0.00% | Add +6.7% | 12,404 | $1.6M |
| NJ State Employees Deferred Compensation Plan | 0.20% | No change | 12,000 | $1.5M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +3.7% | 11,892 | $1.5M |
| Magellan Asset Management Ltd | 0.02% | No change | 11,836 | $1.5M |
| Dana Investment Advisors, Inc. | 0.05% | Reduce -4.4% | 11,833 | $1.5M |
| Corebridge Financial, Inc. | 0.01% | Add +0.2% | 11,817 | $1.5M |
| Advisory Research Inc. | 0.26% | Reduce -4.8% | 11,583 | $1.5M |
| Norges Bank | 0.00% | Reduce -19.2% | 11,536 | $1.5M |
| Illinois Municipal Retirement Fund | 0.02% | Reduce -7.1% | 11,407 | $1.5M |
| Intech Investment Management LLC | 0.01% | Add +24.2% | 10,866 | $1.4M |
| Louisiana State Employees Retirement System | 0.03% | Reduce -2.7% | 10,700 | $1.4M |
| Natixis Advisors, LLC | 0.00% | Add +5.5% | 10,575 | $1.4M |
| Gsa Capital Partners LLP | 0.12% | New | 10,532 | $1.4M |
| Trexquant Investment LP | 0.01% | Reduce -7.4% | 9,661 | $1.2M |
| Cox Capital Mgt LLC | 0.89% | Reduce -3.3% | 9,521 | $1.2M |
| Osaic Holdings, Inc. | 0.00% | Add +462.7% | 9,313 | $1.2M |
| KLP Kapitalforvaltning As | 0.01% | Add +3.5% | 8,800 | $1.1M |
| Yousif Capital Management, LLC | 0.01% | Reduce -2.2% | 8,409 | $1.1M |
| Affinity Wealth Management LLC | 0.20% | No change | 8,239 | $1.1M |
| Kennedy Capital Management LLC | 0.03% | New | 8,139 | $1.0M |
| Cladis Investment Advisory, LLC | 0.74% | No change | 8,000 | $1.0M |
| Ellevest, Inc. | 0.07% | Add +9.1% | 7,648 | $982K |
| Linden Thomas Advisory Services, LLC | 0.12% | Add +11.9% | 7,490 | $962K |
| Creative Planning | 0.00% | Reduce -4.3% | 7,463 | $958K |
| Ensign Peak Advisors, Inc | 0.00% | No change | 7,302 | $938K |
| Hudson Bay Capital Management LP | 0.01% | Reduce -7.9% | 7,207 | $926K |
| ICW Investment Advisors LLC | 0.37% | Add +1.8% | 7,090 | $911K |
| Van Eck Associates Corp. | 0.00% | Add +6.6% | 6,743 | $866K |
| Arizona State Retirement System | 0.01% | Add +0.3% | 6,534 | $839K |
| Glenmede Trust Co. NA | 0.00% | Reduce -4.8% | 6,527 | $838K |
| Amalgamated Bank | 0.01% | Reduce -2.2% | 6,480 | $832K |
| Adell Harriman & Carpenter Inc. | 0.06% | No change | 6,400 | $822K |
| Pitcairn Co. | 0.05% | Add +10.0% | 6,343 | $815K |
| Argent Capital Management LLC | 0.02% | Add +22.9% | 6,287 | $807K |
| AQR Capital Management | 0.00% | Add +69.6% | 6,283 | $807K |
| FMR LLC | 0.00% | Add +7.0% | 6,214 | $798K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | New | 6,209 | $797K |
| Campbell & CO Investment Adviser LLC | 0.06% | Add +100.6% | 5,920 | $760K |
| Mariner, LLC | 0.00% | Add +25.4% | 5,911 | $759K |
| Alps Advisors Inc. | 0.00% | Add +7.8% | 5,892 | $757K |
| Legacy Wealth Asset Management, LLC | 0.20% | Reduce -1.3% | 5,721 | $735K |
| New York State Teachers Retirement System | 0.00% | No change | 5,657 | $727K |
| GAMCO Investors | 0.01% | No change | 5,600 | $719K |
| HighTower Advisors, LLC | 0.00% | Reduce -1.8% | 5,574 | $716K |
| Oregon Public Employees Retirement Fund | 0.01% | Reduce -1.9% | 5,250 | $674K |
| Pathstone Holdings, LLC | 0.00% | Reduce -12.6% | 5,190 | $669K |
| Keybank National Association | 0.00% | Add +9.9% | 5,111 | $656K |
| Cibc World Markets Corp. | 0.01% | Add +142.7% | 5,019 | $645K |
| Intrust Bank NA | 0.06% | Add +6.7% | 5,012 | $644K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -18.6% | 4,974 | $639K |
| Police & Firemen's Retirement System of New Jersey | 0.01% | Add +4.2% | 4,906 | $630K |
| Baird Financial Group, Inc. | 0.00% | Reduce -1.0% | 4,798 | $616K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -27.6% | 4,785 | $615K |
| Teacher Retirement System of Texas | 0.00% | New | 4,698 | $603K |
| Pictet Asset Management Holding SA | 0.00% | Add +6.7% | 4,679 | $601K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +15.9% | 4,652 | $597K |
| Wealthcare Capital Partners, LLC | 0.30% | Add +0.3% | 4,484 | $576K |
| Agp Franklin, LLC | 0.34% | Add +3.4% | 4,124 | $557K |
| Quadrant Capital Group LLC | 0.02% | Add +89.6% | 4,324 | $555K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -2.0% | 4,309 | $553K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -6.4% | 4,289 | $551K |
| CBRE Investment Management Listed Real Assets LLC | 0.01% | Add +34.1% | 4,001 | $514K |
| SG Americas Securities, LLC | 0.00% | New | 3,984 | $512K |
| Cetera Investment Advisers | 0.00% | Add +12.4% | 3,831 | $492K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +1.4% | 3,629 | $466K |
| Squarepoint Ops LLC | 0.00% | Reduce -82.3% | 3,625 | $466K |
| Corient Private Wealth LP | 0.00% | Reduce -53.7% | 3,617 | $465K |
| Brasada Capital Management, LP | 0.09% | No change | 3,700 | $463K |
| First National Bank of Omaha | 0.03% | Add +0.3% | 3,571 | $459K |
| Inspire Advisors, LLC | 0.05% | Reduce -13.0% | 3,566 | $458K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -4.5% | 3,454 | $446K |
| Inspire Investing, LLC | 0.05% | Reduce -12.4% | 3,232 | $415K |
| Northeast Financial Consultants Inc | 0.02% | No change | 3,200 | $411K |
| Caprock Group, LLC | 0.01% | Reduce -6.2% | 3,107 | $401K |
| Los Angeles Capital Management LLC | 0.00% | New | 3,122 | $401K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | No change | 3,085 | $396K |
| Jump Financial, LLC | 0.01% | New | 3,073 | $395K |
| MQS Management LLC | 0.23% | New | 3,057 | $393K |
| Supplemental Annuity Collective Trust of NJ | 0.12% | No change | 3,000 | $385K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | No change | 3,000 | $385K |
| Spirit of America Management Corp. | 0.08% | Add +18.0% | 2,950 | $379K |
| Atom Investors LP | 0.05% | Reduce -0.2% | 2,919 | $375K |
| US Bancorp \de | 0.00% | Add +0.8% | 2,826 | $363K |
| Dynamic Technology Lab Private Ltd | 0.05% | New | 2,822 | $362K |
| Bessemer Group Inc. | 0.00% | Reduce -2.4% | 2,823 | $362K |
| Harbour Investments, Inc. | 0.01% | Reduce -2.5% | 2,790 | $358K |
| Royce & Associates LP | 0.00% | Reduce -42.2% | 2,722 | $350K |
| Cynosure Group, LLC | 0.05% | Add +5.3% | 2,671 | $343K |
| Arrow Financial Corp | 0.04% | No change | 2,480 | $319K |
| Gotham Asset Management | 0.00% | Add +8.5% | 2,403 | $309K |
| Bokf, NA | 0.01% | Reduce -10.0% | 2,385 | $306K |
| Nisa Investment Advisors, LLC | 0.00% | Add +1.7% | 2,327 | $300K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 2,313 | $297K |
| Clearstead Advisors, LLC | 0.00% | New | 2,250 | $289K |
| XTX Topco Ltd | 0.01% | Reduce -22.8% | 2,158 | $277K |
| Evergreen Capital Management LLC | 0.01% | Add +23.6% | 2,135 | $276K |
| Moneta Group Investment Advisors LLC | 0.00% | Add +1.5% | 2,131 | $274K |
| Aster Capital Management (DIFC) Ltd | 0.05% | Reduce -1.7% | 2,108 | $268K |
| TD Waterhouse Canada Inc. | 0.00% | Add +4.8% | 2,064 | $267K |
| MML Investors Services, LLC | 0.00% | Reduce -31.1% | 2,072 | $266K |
| Crossmark Global Holdings, Inc. | 0.00% | Add +0.3% | 2,069 | $266K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 2,050 | $263K |
| Choreo, LLC | 0.00% | Reduce -8.1% | 2,028 | $262K |
| Personal Cfo Solutions, LLC | 0.05% | Reduce -7.3% | 2,022 | $260K |
| Quantinno Capital Management LP | 0.00% | New | 1,958 | $251K |
| Jefferies Financial Group Inc. | 0.00% | New | 1,891 | $243K |
| Millennium Management | 0.00% | New | 1,881 | $242K |
| Cable Hill Partners, LLC | 0.02% | Add +10.8% | 1,821 | $240K |
| Mutual Advisors, LLC | 0.01% | New | 1,649 | $218K |
| Xponance LLC | 0.00% | New | 1,691 | $217K |
| IFM Investors Pty Ltd | 0.00% | Reduce -44.5% | 1,620 | $208K |
| Colonial Trust Co / SC | 0.03% | Add +18.8% | 1,619 | $208K |
| Gradient Investments LLC | 0.00% | New | 1,605 | $206K |
| Belpointe Asset Management LLC | 0.01% | New | 1,603 | $206K |
| HSBC Holdings PLC | 0.00% | Reduce -86.6% | 1,571 | $201K |
| BNP Paribas Financial Markets | 0.00% | Reduce -58.0% | 1,564 | $201K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 1,465 | $188K |
| Cwm, LLC | 0.00% | Add +4.3% | 1,360 | $175K |
| GAMMA Investing LLC | 0.01% | Add +6.8% | 1,158 | $149K |
| KBC Group NV | 0.00% | No change | 1,048 | $135K |
| Tradewinds Capital Management, LLC | 0.04% | No change | 1,049 | $135K |
| SIMA Wealth Partners, LLC | 0.10% | Add +0.6% | 985 | $126K |
| Shell Asset Management Co. | 0.01% | Reduce -4.1% | 892 | $115K |
| Fifth Third Bancorp | 0.00% | Add +28.8% | 864 | $111K |
| Sound Income Strategies, LLC | 0.01% | No change | 791 | $102K |
| Smartleaf Asset Management LLC | 0.01% | Reduce -12.2% | 769 | $98K |
| Assetmark, Inc. | 0.00% | Add +10.7% | 747 | $96K |
| Lazard Asset Management LLC | 0.00% | Reduce -10.4% | 715 | $91K |
| New Age Alpha Advisors, LLC | 0.00% | New | 663 | $85K |
| First Horizon Advisors, Inc. | 0.00% | Add +53.6% | 599 | $77K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +302.0% | 595 | $76K |
| Rossby Financial, LCC | 0.03% | New | 465 | $61K |
| Creative Financial Designs Inc. | 0.00% | No change | 450 | $58K |
| Signaturefd, LLC | 0.00% | Add +7.9% | 436 | $56K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +55.7% | 411 | $53K |
| Coldstream Capital Management Inc. | 0.00% | New | 401 | $52K |
| Sterling Capital Management LLC | 0.00% | Reduce -44.0% | 390 | $50K |
| Allworth Financial LP | 0.00% | Add +1.3% | 317 | $42K |
| Principal Securities, Inc. | 0.00% | No change | 340 | $41K |
| Farther Finance Advisors, LLC | 0.00% | Add +50.7% | 315 | $41K |
| UMB Bank, n.a. | 0.00% | Add +7.8% | 305 | $39K |
| Arax Advisory Partners | 0.00% | Reduce -46.3% | 272 | $35K |
| Byrne Asset Management LLC | 0.03% | Add +114.3% | 270 | $35K |
| Lanark Financial, Inc. | 0.00% | — | 234 | $30K |
| Versant Capital Management, Inc | 0.01% | Reduce -1.3% | 230 | $30K |
| Farmers & Merchants Investments Inc. | 0.00% | Reduce -83.5% | 228 | $29K |
| Public Employees Retirement System of Ohio | 0.00% | Add +1.8% | 228 | $29K |
| Geneos Wealth Management Inc. | 0.00% | Add +292.9% | 220 | $28K |
| Hollencrest Capital Management | 0.00% | No change | 203 | $26K |
| Spire Wealth Management | 0.00% | New | 200 | $26K |
| CBIZ Investment Advisory Services, LLC | 0.00% | No change | 193 | $25K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | No change | 175 | $23K |
| Jones Financial Companies LLLP | 0.00% | Add +18.7% | 165 | $21K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 164 | $21K |
| CIBC Private Wealth Group LLC | 0.00% | Add +0.6% | 166 | $21K |
| Centerpoint Advisors, LLC | 0.01% | No change | 158 | $20K |
| Lindbrook Capital, LLC | 0.00% | No change | 154 | $20K |
| MCF Advisors LLC | 0.00% | No change | 151 | $19K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.01% | No change | 150 | $19K |
| Fortis Group Advisors, LLC | 0.00% | No change | 146 | $19K |
| Rothschild Investment LLC | 0.00% | Add +8.3% | 130 | $17K |
| IFP Advisors, Inc | 0.00% | Add +20.4% | 118 | $16K |
| NewEdge Advisors, LLC | 0.00% | No change | 125 | $16K |
| Binnacle Investments Inc | 0.01% | — | 119 | $15K |
| Sunbelt Securities, Inc. | 0.00% | No change | 117 | $15K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +9.6% | 114 | $15K |
| Federated Hermes, Inc. | 0.00% | Reduce -47.0% | 113 | $15K |
| Retirement Wealth Solutions LLC | 0.01% | No change | 112 | $14K |
| Delta Asset Management LLC | 0.00% | No change | 100 | $13K |
| Huntington National Bank | 0.00% | Reduce -2.9% | 100 | $13K |
| Roble, Belko & Company, Inc | 0.00% | No change | 90 | $12K |
| Rise Advisors, LLC | 0.01% | New | 88 | $11K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Reduce -76.0% | 58 | $7K |
| Bell Investment Advisors, Inc | 0.00% | Add +8.2% | 53 | $7K |
| Cornerstone Planning Group LLC | 0.00% | Add +316.7% | 50 | $7K |
| Pflug Koory, LLC | 0.00% | No change | 50 | $6K |
| Larson Financial Group LLC | 0.00% | Add +900.0% | 50 | $6K |
| Hexagon Capital Partners LLC | 0.00% | Add +327.3% | 47 | $6K |
| AlphaQuest LLC | 0.00% | New | 46 | $6K |
| Private Trust Co. NA | 0.00% | Reduce -8.2% | 45 | $6K |
| TD Private Client Wealth LLC | 0.00% | Add +55.6% | 42 | $5K |
| SBI Securities Co., Ltd. | 0.00% | No change | 40 | $5K |
| First United Bank & Trust | 0.00% | No change | 38 | $5K |
| High Note Wealth, LLC | 0.00% | Reduce -9.5% | 38 | $5K |
| SJS Investment Consulting Inc. | 0.00% | Add +1033.3% | 34 | $4K |
| Parallel Advisors, LLC | 0.00% | Add +6.3% | 34 | $4K |
| WPG Advisers, LLC | 0.00% | Add +137.5% | 19 | $2K |
| Quarry LP | 0.00% | New | 19 | $2K |
| Amundi | 0.00% | No change | 15 | $2K |
| Hemington Wealth Management | 0.00% | Add +100.0% | 16 | $2K |
| Parkside Financial Bank & Trust | 0.00% | Add +200.0% | 15 | $2K |
| Financial Network Wealth Advisors LLC | 0.00% | New | 15 | $2K |
| Brooklyn Investment Group | 0.00% | Add +40.0% | 14 | $2K |
| Whipplewood Advisors, LLC | 0.00% | Add +1025.0% | 135 | $2K |
| Mather Group, Llc. | 0.00% | No change | 12 | $2K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 11 | $1K |
| Stephens Consulting, LLC | 0.00% | New | 10 | $1K |
| True Wealth Design, LLC | 0.00% | New | 9 | $1K |
| Bare Financial Services, Inc | 0.00% | New | 6 | $771 |
| MPWM Advisory Solutions, LLC | 0.00% | No change | 5 | $642 |
| Global Financial Private Client, LLC | 0.00% | Add +300.0% | 4 | $514 |
| DiNuzzo Private Wealth, Inc. | 0.00% | Reduce -20.0% | 4 | $514 |
| Blue Trust, Inc. | 0.00% | Add +300.0% | 4 | $514 |
| Kestra Investment Management, LLC | 0.00% | New | 4 | $514 |
| Abound Wealth Management | 0.00% | No change | 2 | $257 |
| Parkworth Wealth Management, Inc. | 0.00% | No change | 1 | $128 |
| Stonebridge Financial Group, LLC | 0.00% | New | 1 | $128 |
| 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.