Chesapeake UtilitiesCPK

13F holders, Q2 2025 (June 30)
315holders −4
38new positions
40sold out
4famous investors
$120.28avg. 13F price*

At the end of Q2 2025, 315 institutions reported holding Chesapeake Utilities Corp. (CPK) in their 13F filings, down 4 from Q1 2025. 38 opened new positions and 40 sold out. The largest holders were BlackRock, Inc. ($442.8M), T. Rowe Price Investment Management, Inc. ($285.2M) and Vanguard Group Inc. ($235.4M). 4 famous investors held it, including Mario Gabelli (0.0% of GAMCO Investors's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Cliff Asness (0.0% of AQR Capital Management'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 Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions38$24.3M
Exits40$21.1M

All 13F filers, Q1 2025 → Q2 2025: 1,509,013 shares bought and 691,909 shares sold, net +817,104 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 315 holders

BlackRock, Inc. 0.01% Reduce -0.1% 3,683,196 $442.8M
T. Rowe Price Investment Management, Inc. 0.18% Add +1.6% 2,372,682 $285.2M
Vanguard Group Inc. 0.00% Add +1.9% 1,957,767 $235.4M
State Street Corp. 0.01% Add +0.8% 1,257,589 $152.0M
Neuberger Berman Group LLC 0.09% Add +28.3% 963,649 $115.8M
Wellington Management Group LLP 0.02% Add +264.5% 746,303 $89.7M
Invesco Ltd. 0.01% Add +18.1% 573,800 $69.0M
Geode Capital Management, LLC 0.00% Add +1.8% 545,146 $65.5M
Jennison Associates LLC 0.04% Add +4.2% 540,199 $64.9M
Copeland Capital Management, LLC 1.31% Reduce -8.6% 531,381 $63.9M
Dimensional Fund Advisors LP 0.01% Reduce -3.4% 442,276 $53.2M
First Trust Advisors LP 0.03% Add +0.6% 339,183 $40.8M
Morgan Stanley 0.00% Add +9.4% 306,310 $36.8M
Boston Trust Walden Corp 0.24% Reduce -2.1% 285,690 $34.3M
Bank of New York Mellon Corp 0.01% Reduce -0.4% 280,742 $33.8M
Northern Trust Corp. 0.00% Reduce -3.9% 270,951 $32.6M
Charles Schwab Investment Management Inc. 0.01% Reduce -1.1% 268,689 $32.3M
JPMorgan Chase & Co. 0.00% Reduce -3.7% 254,563 $30.6M
Janus Henderson Group PLC 0.01% Add +14.1% 221,440 $26.6M
Schroder Investment Management Group 0.02% Add +4.4% 153,453 $18.4M
Legal & General Group Plc 0.00% Add +4.0% 151,182 $18.2M
Adage Capital Partners Gp, L.L.C. 0.03% Reduce -25.0% 150,000 $18.0M
Tributary Capital Management, LLC 1.50% Add +9.7% 140,571 $16.9M
Zimmer Partners, LP 0.36% Reduce -26.6% 130,000 $15.6M
Principal Financial Group Inc. 0.01% Add +10.0% 124,809 $15.0M
Envestnet Asset Management Inc. 0.00% Add +9.2% 123,796 $14.9M
Goldman Sachs Group Inc. 0.00% Reduce -29.7% 122,009 $14.7M
Curi Capital, LLC 0.25% Reduce -4.9% 107,062 $12.9M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +32.1% 104,459 $12.6M
Nuveen, LLC 0.00% Reduce -10.4% 90,451 $10.9M
Public Sector Pension Investment Board 0.04% Add +10.2% 79,575 $9.6M
UBS Group AG 0.00% Add +71.8% 78,646 $9.5M
Energy Income Partners, LLC 0.18% Reduce -0.4% 74,332 $8.9M
Tufton Capital Management 1.63% No change 71,250 $8.6M
Rhumbline Advisers 0.01% Add +4.6% 69,981 $8.4M
STRS Ohio 0.03% Reduce -14.6% 69,600 $8.4M
Sei Investments Co. 0.01% Add +9.5% 59,244 $7.1M
Exchange Traded Concepts, LLC 0.09% Reduce -2.9% 58,216 $7.0M
ProShare Advisors LLC 0.01% Reduce -7.1% 56,838 $6.8M
Van Lanschot Kempen Investment Management N.V. 0.06% New 55,813 $6.7M
Raymond James Financial Inc. 0.00% Add +18.4% 55,547 $6.7M
Alliancebernstein L.P. 0.00% Add +0.9% 54,931 $6.6M
Bank of America Corp. 0.00% Add +21.0% 54,786 $6.6M
Cramer Rosenthal McGlynn LLC 0.45% Reduce -10.8% 54,388 $6.5M
Deprince Race & Zollo Inc. 0.13% Reduce -0.4% 53,347 $6.4M
Mutual of America Capital Management LLC 0.07% Add +4.1% 53,257 $6.4M
Bahl & Gaynor LLC 0.03% Add +18.1% 51,511 $6.2M
Clear Harbor Asset Management, LLC 0.46% Reduce -0.1% 51,373 $6.2M
Macquarie Group Ltd. 0.01% Add +304.9% 51,271 $6.2M
Gabelli Funds LLC 0.04% Reduce -0.2% 50,000 $6.0M
Peregrine Capital Management LLC 0.18% Reduce -3.2% 49,590 $6.0M
Wells Fargo & Company 0.00% Add +9.4% 49,570 $6.0M
Ameriprise Financial Inc. 0.00% Reduce -4.2% 48,255 $5.8M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.03% Add +7.9% 46,547 $5.6M
Russell Investments Group, Ltd. 0.01% Add +1.4% 46,297 $5.6M
Swiss National Bank 0.00% Reduce -0.5% 43,950 $5.3M
Barclays PLC 0.00% Add +54.0% 43,682 $5.3M
Moody Aldrich Partners LLC 0.97% New 41,818 $5.0M
TD Asset Management Inc 0.00% Reduce -1.7% 40,450 $4.9M
Wedge Capital Management L L P 0.09% Reduce -2.5% 40,375 $4.9M
Guggenheim Capital LLC 0.04% Add +1.3% 39,433 $4.7M
First Manhattan Co. Llc. 0.01% Reduce -6.8% 35,570 $4.3M
FourThought Financial Partners, LLC 0.42% No change 35,500 $4.3M
CANADA LIFE ASSURANCE Co 0.01% Add +2.6% 34,726 $4.2M
Kestra Advisory Services, LLC 0.02% Add +0.5% 33,426 $4.0M
Susquehanna International Group, LLP 0.01% Reduce -10.4% 32,673 $3.9M
Royal Bank of Canada 0.00% Add +12.2% 32,420 $3.9M
New York State Common Retirement Fund 0.01% Add +2.0% 31,205 $3.8M
Dark Forest Capital Management LP 0.15% Add +31.9% 30,103 $3.6M
Reaves W H & Co. Inc. 0.08% No change 30,000 $3.6M
Hennessy Advisors Inc. 0.12% Add +5.3% 29,558 $3.6M
Wealthspire Advisors, LLC 0.02% Add +0.1% 29,469 $3.5M
Deutsche Bank AG 0.00% Add +1.2% 29,276 $3.5M
Maryland State Retirement & Pension System 0.07% Add +7.3% 27,877 $3.4M
Prudential Financial Inc. 0.00% Add +8.4% 24,278 $3.1M
Anchor Investment Management, LLC 0.27% Add +2.2% 25,124 $3.0M
Stifel Financial Corp. 0.00% Reduce -26.7% 24,739 $3.0M
Teachers Retirement System of the State of Kentucky 0.02% Add +24.2% 23,238 $2.8M
Jane Street Group, LLC 0.00% Reduce -51.2% 23,089 $2.8M
California State Teachers Retirement System 0.00% Add +0.6% 22,978 $2.8M
T. Rowe Price Associates Inc. 0.00% Add +7.9% 21,207 $2.5M
Citigroup Inc. 0.00% Reduce -35.9% 21,189 $2.5M
Riverwater Partners LLC 1.15% Reduce -0.1% 20,317 $2.4M
Mgo One Seven LLC 0.07% New 19,238 $2.3M
NFJ Investment Group, LLC 0.08% Reduce -30.0% 18,846 $2.3M
Comerica Bank 0.01% Reduce -2.1% 18,168 $2.2M
Fruth Investment Management 0.59% Reduce -1.4% 18,149 $2.2M
Savant Capital, LLC 0.02% Reduce -8.3% 17,610 $2.1M
Aventail Capital Group, LP 0.09% Add +4.2% 17,281 $2.1M
Thrivent Financial for Lutherans 0.00% Add +2.5% 17,153 $2.1M
Voya Investment Management LLC 0.00% Reduce -0.2% 16,020 $1.9M
Renaissance Technologies 0.00% New 15,750 $1.9M
State of New Jersey Common Pension Fund D 0.01% Add +0.2% 15,562 $1.9M
Harbor Capital Advisors, Inc. 0.08% Reduce -0.3% 15,340 $1.8M
Qube Research & Technologies Ltd 0.00% Reduce -69.4% 15,174 $1.8M
LPL Financial LLC 0.00% Reduce -4.4% 15,056 $1.8M
PNC Financial Services Group, Inc. 0.00% Reduce -0.9% 14,887 $1.8M
State of Alaska, Department of Revenue 0.02% Add +9.9% 13,871 $1.7M
State of Wisconsin Investment Board 0.00% Reduce -7.0% 13,775 $1.7M
MetLife Investment Management, LLC 0.01% Add +4.3% 13,640 $1.6M
Freestone Grove Partners LP 0.01% New 13,317 $1.6M
American Century Companies Inc. 0.00% Reduce -47.9% 13,088 $1.6M
Janney Montgomery Scott LLC 0.00% Reduce -1.1% 12,896 $1.6M
Commonwealth Equity Services, LLC 0.00% Reduce -6.0% 12,830 $1.5M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -6.8% 12,540 $1.5M
Sit Investment Associates Inc. 0.03% No change 12,515 $1.5M
Illinois Municipal Retirement Fund 0.02% Add +7.9% 12,309 $1.5M
Bank of Montreal 0.00% Reduce -1.2% 12,260 $1.5M
Magellan Asset Management Ltd 0.02% Add +1.4% 12,006 $1.4M
NJ State Employees Deferred Compensation Plan 0.17% No change 12,000 $1.4M
Natixis Advisors, LLC 0.00% Add +11.5% 11,790 $1.4M
Manufacturers Life Insurance Company, The 0.00% Reduce -1.2% 11,746 $1.4M
Dana Investment Advisors, Inc. 0.05% Reduce -1.9% 11,609 $1.4M
Albert D Mason Inc. 1.00% Reduce -10.3% 11,488 $1.4M
Advisory Research Inc. 0.21% Reduce -2.4% 11,307 $1.4M
Louisiana State Employees Retirement System 0.02% Add +1.9% 10,900 $1.3M
State of Tennessee, Department of Treasury 0.00% Reduce -14.8% 10,864 $1.3M
Agp Franklin, LLC 0.68% Add +160.4% 10,741 $1.3M
AQR Capital Management 0.00% Add +70.7% 10,724 $1.3M
Glenmede Investment Management, LP 0.01% — 10,496 $1.3M
Intech Investment Management LLC 0.01% Reduce -7.0% 10,103 $1.2M
KLP Kapitalforvaltning As 0.01% Add +8.0% 9,500 $1.1M
Victory Capital Management Inc. 0.00% Reduce -86.5% 9,360 $1.1M
Cox Capital Mgt LLC 0.76% Reduce -3.1% 9,225 $1.1M
Y-Intercept (Hong Kong) Ltd 0.03% New 9,040 $1.1M
CBRE Investment Management Listed Real Assets LLC 0.02% Add +119.0% 8,764 $1.1M
Yousif Capital Management, LLC 0.01% Add +3.5% 8,703 $1.0M
Affinity Wealth Management LLC 0.16% No change 8,239 $990K
Ethic Inc. 0.02% Reduce -44.3% 8,141 $984K
Cladis Investment Advisory, LLC 0.60% No change 8,000 $962K
Connor, Clark & Lunn Investment Management Ltd. 0.00% Add +23.2% 7,650 $920K
Creative Planning 0.00% Add +2.2% 7,625 $917K
ICW Investment Advisors LLC 0.36% Add +6.1% 7,521 $904K
Van Eck Associates Corp. 0.00% Add +10.0% 7,420 $892K
Ensign Peak Advisors, Inc 0.00% No change 7,302 $878K
Hudson Bay Capital Management LP 0.01% Reduce -1.5% 7,098 $853K
Legacy Wealth Asset Management, LLC 0.21% Add +20.4% 6,891 $828K
Arizona State Retirement System 0.00% Add +2.8% 6,716 $807K
Argent Capital Management LLC 0.02% Add +5.5% 6,632 $797K
Amalgamated Bank 0.01% Add +2.1% 6,618 $796K
Teacher Retirement System of Texas 0.00% Add +37.7% 6,470 $778K
Linden Thomas Advisory Services, LLC 0.09% Reduce -13.9% 6,447 $775K
Wealth Enhancement Advisory Services, LLC 0.00% Add +46.1% 6,296 $775K
Inspire Advisors, LLC 0.08% Add +74.5% 6,222 $748K
Inspire Investing, LLC 0.08% Add +84.4% 5,960 $716K
HighTower Advisors, LLC 0.00% Add +6.3% 5,928 $713K
Alps Advisors Inc. 0.00% Reduce -0.7% 5,850 $703K
Mangrove Partners Im, LLC 0.08% New 5,793 $696K
New York State Teachers Retirement System 0.00% Add +1.8% 5,757 $692K
GAMCO Investors 0.01% No change 5,600 $673K
FMR LLC 0.00% Reduce -10.0% 5,593 $673K
Pitcairn Co. 0.04% Reduce -12.8% 5,531 $665K
Oregon Public Employees Retirement Fund 0.01% Add +1.9% 5,350 $643K
Keybank National Association 0.00% No change 5,111 $614K
Police & Firemen's Retirement System of New Jersey 0.01% Add +4.1% 5,106 $614K
Focus Partners Advisor Solutions, LLC 0.01% Add +2.5% 5,101 $613K
Baird Financial Group, Inc. 0.00% Add +5.8% 5,078 $610K
Osaic Holdings, Inc. 0.00% Reduce -45.7% 5,057 $608K
Millennium Management 0.00% Add +167.1% 5,024 $604K
Adell Harriman & Carpenter Inc. 0.04% Reduce -21.9% 5,000 $601K
Avantax Advisory Services, Inc. 0.00% Add +2.3% 4,893 $588K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +4.9% 4,881 $587K
Squarepoint Ops LLC 0.00% Add +33.0% 4,823 $580K
Pathstone Holdings, LLC 0.00% Reduce -10.0% 4,671 $564K
Intrust Bank NA 0.05% Reduce -9.6% 4,531 $545K
Wealthcare Capital Partners, LLC 0.27% Add +0.3% 4,497 $541K
Resona Asset Management Co.,Ltd. 0.00% New 4,375 $526K
Horizon Investments, LLC 0.01% New 4,370 $525K
Pictet Asset Management Holding SA 0.00% Reduce -6.9% 4,355 $524K
US Bancorp \de 0.00% Add +53.3% 4,331 $521K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -0.5% 4,269 $513K
BNP Paribas Financial Markets 0.00% Add +166.9% 4,174 $502K
First National Bank of Omaha 0.03% Add +16.0% 4,141 $498K
Mariner, LLC 0.00% Reduce -30.4% 4,116 $495K
Quadrant Capital Group LLC 0.02% Reduce -5.6% 4,082 $491K
Vanguard Personalized Indexing Management, LLC 0.01% Add +7.3% 3,893 $468K
Ellevest, Inc. 0.07% Reduce -49.6% 3,858 $464K
Holocene Advisors, LP 0.00% New 3,826 $460K
Spirit of America Management Corp. 0.10% Add +28.8% 3,800 $457K
Brasada Capital Management, LP 0.08% No change 3,700 $455K
Cetera Investment Advisers 0.00% Reduce -2.5% 3,737 $449K
Los Angeles Capital Management LLC 0.00% Add +15.7% 3,612 $434K
U.S. Capital Wealth Advisors, LLC 0.01% Add +20.0% 3,600 $433K
Corient Private Wealth LP 0.00% Reduce -1.2% 3,573 $430K
ExodusPoint Capital Management, LP 0.01% Reduce -88.6% 3,517 $423K
Quantinno Capital Management LP 0.00% Add +79.3% 3,511 $422K
Snowden Capital Advisors LLC 0.01% Add +0.2% 3,461 $418K
Federation des caisses Desjardins du Quebec 0.00% New 3,443 $414K
Northeast Financial Consultants Inc 0.02% No change 3,200 $385K
Empowered Funds, LLC 0.00% New 3,172 $381K
Quadrature Capital Ltd 0.01% New 3,162 $380K
Forvis Mazars Wealth Advisors, LLC 0.01% Add +0.1% 3,088 $371K
Supplemental Annuity Collective Trust of NJ 0.10% No change 3,000 $361K
Verition Fund Management LLC 0.00% New 2,995 $360K
MML Investors Services, LLC 0.00% Add +38.5% 2,869 $345K
Bessemer Group Inc. 0.00% Add +0.9% 2,849 $343K
Atom Investors LP 0.03% Reduce -2.7% 2,841 $342K
Cibc World Markets Corp. 0.00% Reduce -43.8% 2,819 $339K
Inceptionr LLC 0.07% New 2,674 $321K
Cynosure Group, LLC 0.04% No change 2,671 $321K
Brevan Howard Capital Management LP 0.00% New 2,614 $314K
Harbour Investments, Inc. 0.01% Reduce -10.3% 2,504 $301K
Arrow Financial Corp 0.03% No change 2,480 $298K
Focus Partners Wealth 0.00% New 2,428 $292K
Nisa Investment Advisors, LLC 0.00% No change 2,327 $281K
Ameritas Investment Partners, Inc. 0.01% No change 2,313 $278K
Park National Corp. 0.01% New 2,300 $277K
Bokf, NA 0.00% Reduce -3.7% 2,297 $276K
Clearstead Advisors, LLC 0.00% No change 2,250 $270K
HSBC Holdings PLC 0.00% Add +41.6% 2,224 $267K
TD Waterhouse Canada Inc. 0.00% Add +3.4% 2,135 $259K
Coldstream Capital Management Inc. 0.00% Add +433.7% 2,140 $258K
Moneta Group Investment Advisors LLC 0.00% No change 2,131 $256K
Public Employees Retirement Association of Colorado 0.00% No change 2,050 $246K
Personal Cfo Solutions, LLC 0.04% Reduce -0.6% 2,009 $242K
GAMMA Investing LLC 0.01% Add +70.7% 1,977 $238K
Tower Research Capital LLC (TRC) 0.01% Add +226.1% 1,940 $233K
Park Avenue Securities LLC 0.00% New 1,885 $227K
Xponance LLC 0.00% Add +4.1% 1,760 $212K
PAX Financial Group, LLC 0.04% New 1,752 $211K
Wilmington Savings Fund Society, FSB 0.00% Add +18.2% 1,731 $208K
Colonial Trust Co / SC 0.03% No change 1,619 $195K
SG Americas Securities, LLC 0.00% Reduce -67.1% 1,312 $158K
Quantbot Technologies LP 0.00% New 1,165 $140K
Tradewinds Capital Management, LLC 0.03% No change 1,049 $126K
Cwm, LLC 0.00% Reduce -33.7% 902 $108K
Shell Asset Management Co. 0.00% Reduce -9.9% 804 $97K
Assetmark, Inc. 0.00% Add +7.6% 804 $97K
Sound Income Strategies, LLC 0.01% No change 791 $95K
KBC Group NV 0.00% Reduce -26.2% 773 $93K
First Horizon Advisors, Inc. 0.00% Add +13.5% 680 $82K
New Age Alpha Advisors, LLC 0.00% Reduce -4.1% 636 $76K
Arax Advisory Partners 0.00% Add +126.1% 615 $74K
Smartleaf Asset Management LLC 0.01% Reduce -22.6% 595 $72K
Jones Financial Companies LLLP 0.00% Add +195.8% 488 $59K
Fifth Third Bancorp 0.00% Reduce -44.6% 479 $58K
Rossby Financial, LCC 0.02% No change 465 $56K
Creative Financial Designs Inc. 0.00% No change 450 $54K
Signaturefd, LLC 0.00% Reduce -1.8% 428 $51K
Sterling Capital Management LLC 0.00% Add +9.7% 428 $51K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% New 397 $48K
Principal Securities, Inc. 0.00% Add +1.8% 346 $42K
Allworth Financial LP 0.00% Add +5.7% 335 $40K
UMB Bank, n.a. 0.00% Add +1.3% 309 $37K
Byrne Asset Management LLC 0.03% Add +11.1% 300 $36K
Farther Finance Advisors, LLC 0.00% Reduce -18.7% 256 $31K
Versant Capital Management, Inc 0.00% No change 230 $28K
Farmers & Merchants Investments Inc. 0.00% No change 228 $27K
Geneos Wealth Management Inc. 0.00% Add +2.7% 226 $27K
EverSource Wealth Advisors, LLC 0.00% Add +94.7% 222 $27K
JFS Wealth Advisors, LLC 0.00% Add +1909.1% 221 $27K
Public Employees Retirement System of Ohio 0.00% Reduce -5.7% 215 $26K
Elevation Point Wealth Partners, LLC 0.00% New 213 $26K
Lanark Financial, Inc. 0.00% Reduce -9.8% 211 $25K
Hollencrest Capital Management 0.00% No change 203 $24K
Advisors Asset Management, Inc. 0.00% New 202 $24K
CBIZ Investment Advisory Services, LLC 0.00% Add +1.0% 195 $24K
Steward Partners Investment Advisory, LLC 0.00% Reduce -55.2% 184 $22K
Foster Dykema Cabot & Partners, LLC 0.00% No change 175 $21K
Daiwa Securities Group Inc. 0.00% New 171 $21K
Hantz Financial Services, Inc. 0.00% New 168 $20K
CIBC Private Wealth Group LLC 0.00% Reduce -0.6% 165 $20K
MassMutual Private Wealth & Trust, FSB 0.00% No change 164 $20K
Centerpoint Advisors, LLC 0.01% No change 158 $19K
MCF Advisors LLC 0.00% No change 151 $18K
Parkside Financial Bank & Trust 0.00% Add +886.7% 148 $18K
Fortis Group Advisors, LLC 0.00% No change 146 $18K
Binnacle Investments Inc 0.01% Add +17.6% 140 $17K
Rothschild Investment LLC 0.00% Add +7.7% 140 $17K
IFP Advisors, Inc 0.00% Add +8.5% 128 $15K
NewEdge Advisors, LLC 0.00% No change 125 $15K
Sunbelt Securities, Inc. 0.00% No change 117 $14K
Retirement Wealth Solutions LLC 0.01% No change 112 $13K
Huntington National Bank 0.00% Add +3.0% 103 $12K
Delta Asset Management LLC 0.00% No change 100 $12K
Roble, Belko & Company, Inc 0.00% No change 90 $11K
MAI Capital Management 0.00% New 91 $11K
Rise Advisors, LLC 0.00% No change 88 $11K
Twin Peaks Wealth Advisors, LLC 0.00% New 74 $9K
Parallel Advisors, LLC 0.00% Add +100.0% 68 $8K
Bare Financial Services, Inc 0.00% Add +950.0% 63 $8K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 58 $7K
Private Trust Co. NA 0.00% Add +22.2% 55 $7K
Federated Hermes, Inc. 0.00% Reduce -51.3% 55 $7K
Bell Investment Advisors, Inc 0.00% No change 53 $6K
Pflug Koory, LLC 0.00% No change 50 $6K
Global Retirement Partners, LLC 0.00% — 48 $6K
SBI Securities Co., Ltd. 0.00% No change 40 $5K
First United Bank & Trust 0.00% No change 38 $5K
TD Private Client Wealth LLC 0.00% Reduce -33.3% 28 $3K
Brooklyn Investment Group 0.00% Add +78.6% 25 $3K
WPG Advisers, LLC 0.00% Add +21.1% 23 $3K
Larson Financial Group LLC 0.00% Reduce -58.0% 21 $3K
Hemington Wealth Management 0.00% Add +12.5% 18 $2K
Clearstead Trust, LLC 0.00% New 16 $2K
Financial Network Wealth Advisors LLC 0.00% No change 15 $2K
Private Wealth Management Group, LLC 0.00% New 14 $2K
Whipplewood Advisors, LLC 0.00% Reduce -91.1% 12 $1K
Cornerstone Planning Group LLC 0.00% Reduce -76.0% 12 $1K
Ameritas Advisory Services, LLC 0.00% New 10 $1K
Fortitude Family Office, LLC 0.00% New 9 $1K
Physician Wealth Advisors, Inc. 0.00% New 9 $1K
Sierra Ocean, LLC 0.00% New 8 $962
Riggs Asset Managment Co. Inc. 0.00% New 7 $842
True Wealth Design, LLC 0.00% Reduce -33.3% 6 $722
Blue Trust, Inc. 0.00% No change 4 $481
Kestra Investment Management, LLC 0.00% No change 4 $481
DiNuzzo Private Wealth, Inc. 0.00% Reduce -25.0% 3 $361
Abound Wealth Management 0.00% No change 2 $241
SJS Investment Consulting Inc. 0.00% Reduce -94.1% 2 $241
NewSquare Capital LLC 0.00% New 2 $240
Rialto Wealth Management, LLC 0.00% New 1 $121
Parkworth Wealth Management, Inc. 0.00% No change 1 $120
Bay Harbor Wealth Management, LLC 0.00% New 1 $120
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.