Chesapeake UtilitiesCPK
13F holders, Q2 2025 (June 30)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
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 38 | $24.3M |
| Exits | 40 | $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.