Chesapeake UtilitiesCPK

13F holders, Q3 2025 (September 30)
313holders −2
37new positions
37sold out
2famous investors
$134.74avg. 13F price*

At the end of Q3 2025, 313 institutions reported holding Chesapeake Utilities Corp. (CPK) in their 13F filings, down 2 from Q2 2025. 37 opened new positions and 37 sold out. The largest holders were BlackRock, Inc. ($492.4M), T. Rowe Price Investment Management, Inc. ($326.3M) and Vanguard Group Inc. ($265.4M). 2 famous investors held it, including Mario Gabelli (0.0% of GAMCO Investors'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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions37$28.4M
Exits37$44.1M

All 13F filers, Q2 2025 → Q3 2025: 1,604,245 shares bought and 929,131 shares sold, net +675,114 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 313 holders

BlackRock, Inc. 0.01% Reduce -0.8% 3,655,434 $492.4M
T. Rowe Price Investment Management, Inc. 0.20% Add +2.1% 2,422,387 $326.3M
Vanguard Group Inc. 0.00% Add +0.6% 1,970,357 $265.4M
State Street Corp. 0.01% Reduce -3.6% 1,212,016 $164.1M
Neuberger Berman Group LLC 0.11% Add +14.6% 1,104,694 $148.8M
Wellington Management Group LLP 0.02% Add +27.6% 952,045 $128.2M
Invesco Ltd. 0.01% Add +3.0% 590,793 $79.6M
Geode Capital Management, LLC 0.00% Add +0.5% 547,906 $73.8M
Jennison Associates LLC 0.04% Reduce -2.0% 529,306 $71.3M
Alliancebernstein L.P. 0.02% Add +831.0% 511,428 $68.9M
Copeland Capital Management, LLC 1.42% Reduce -5.0% 505,041 $68.0M
Dimensional Fund Advisors LP 0.01% Reduce -2.0% 433,255 $58.4M
Morgan Stanley 0.00% Add +8.9% 333,487 $44.9M
Boston Trust Walden Corp 0.32% Add +13.3% 323,761 $43.6M
First Trust Advisors LP 0.03% Reduce -6.5% 316,957 $42.7M
Bank of New York Mellon Corp 0.01% Reduce -3.3% 271,443 $36.6M
Charles Schwab Investment Management Inc. 0.01% Add +0.4% 269,762 $36.3M
Northern Trust Corp. 0.00% Reduce -0.7% 269,120 $36.2M
Janus Henderson Group PLC 0.01% Add +4.2% 230,680 $31.1M
JPMorgan Chase & Co. 0.00% Reduce -18.9% 206,476 $27.8M
Energy Income Partners, LLC 0.44% Add +127.6% 169,204 $22.8M
Goldman Sachs Group Inc. 0.00% Add +33.1% 162,434 $21.9M
Legal & General Group Plc 0.00% Reduce -2.5% 147,406 $19.9M
Mercer Global Advisors Inc. 0.03% New 145,551 $19.6M
Schroder Investment Management Group 0.01% Reduce -10.0% 138,050 $18.7M
Tributary Capital Management, LLC 1.65% Reduce -3.7% 135,321 $18.2M
CBRE Investment Management Listed Real Assets LLC 0.25% Add +1395.0% 131,022 $17.6M
Envestnet Asset Management Inc. 0.00% Reduce -0.4% 123,350 $16.6M
Principal Financial Group Inc. 0.01% Reduce -8.9% 113,680 $15.3M
Curi Capital, LLC 0.26% Reduce -4.1% 102,663 $13.9M
Public Sector Pension Investment Board 0.05% Add +15.4% 91,849 $12.4M
Nuveen, LLC 0.00% Reduce -6.7% 84,422 $11.4M
UBS Group AG 0.00% Add +5.4% 82,894 $11.2M
Macquarie Group Ltd. 0.01% Add +48.0% 75,864 $10.2M
Tufton Capital Management 1.71% No change 71,250 $9.6M
Rhumbline Advisers 0.01% Reduce -0.7% 69,473 $9.4M
Exchange Traded Concepts, LLC 0.09% Add +17.5% 68,417 $9.2M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -35.1% 67,741 $9.1M
STRS Ohio 0.03% Reduce -5.8% 65,600 $8.8M
Zimmer Partners, LP 0.21% Reduce -50.6% 64,192 $8.6M
Sei Investments Co. 0.01% Add +3.8% 61,494 $8.3M
Van Lanschot Kempen Investment Management N.V. 0.07% Add +2.0% 56,917 $7.7M
ProShare Advisors LLC 0.02% Reduce -1.9% 55,775 $7.5M
Raymond James Financial Inc. 0.00% Reduce -0.3% 55,402 $7.5M
Cramer Rosenthal McGlynn LLC 0.47% Reduce -1.1% 53,771 $7.2M
Bahl & Gaynor LLC 0.04% Add +3.6% 53,353 $7.2M
Mutual of America Capital Management LLC 0.08% Reduce -0.6% 52,916 $7.1M
Wells Fargo & Company 0.00% Add +4.0% 51,580 $6.9M
Gabelli Funds LLC 0.05% No change 50,000 $6.7M
Peregrine Capital Management LLC 0.20% Reduce -0.3% 49,441 $6.7M
Clear Harbor Asset Management, LLC 0.46% Reduce -4.9% 48,857 $6.6M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.03% Add +0.6% 46,824 $6.3M
Ameriprise Financial Inc. 0.00% Reduce -4.4% 46,138 $6.2M
Russell Investments Group, Ltd. 0.01% Reduce -1.8% 45,443 $6.1M
Swiss National Bank 0.00% Add +3.0% 45,250 $6.1M
TD Asset Management Inc 0.00% Add +3.5% 41,858 $5.6M
Bank of America Corp. 0.00% Reduce -25.3% 40,923 $5.5M
Wedge Capital Management L L P 0.09% Reduce -1.0% 39,980 $5.4M
Cetera Investment Advisers 0.01% Add +945.0% 39,052 $5.3M
CANADA LIFE ASSURANCE Co 0.01% Add +6.1% 36,841 $5.0M
First Manhattan Co. Llc. 0.01% No change 35,570 $4.8M
FourThought Financial Partners, LLC 0.42% No change 35,500 $4.8M
Victory Capital Management Inc. 0.00% Add +272.2% 34,837 $4.7M
Moody Aldrich Partners LLC 0.89% Reduce -16.9% 34,740 $4.7M
Barclays PLC 0.00% Reduce -25.6% 32,477 $4.4M
Deutsche Bank AG 0.00% Add +9.0% 31,913 $4.3M
Guggenheim Capital LLC 0.03% Reduce -19.4% 31,784 $4.3M
Royal Bank of Canada 0.00% Reduce -2.5% 31,604 $4.3M
Reaves W H & Co. Inc. 0.07% No change 30,000 $4.0M
Wealthspire Advisors, LLC 0.02% Reduce -0.3% 29,395 $4.0M
Hennessy Advisors Inc. 0.12% Reduce -12.2% 25,958 $3.5M
Maryland State Retirement & Pension System 0.07% Reduce -9.5% 25,224 $3.4M
Anchor Investment Management, LLC 0.28% Reduce -1.3% 24,801 $3.3M
Stifel Financial Corp. 0.00% Reduce -2.4% 24,138 $3.3M
Prudential Financial Inc. 0.00% Reduce -3.1% 23,518 $3.2M
Teachers Retirement System of the State of Kentucky 0.02% Reduce -0.1% 23,205 $3.1M
T. Rowe Price Associates Inc. 0.00% Add +7.1% 22,709 $3.1M
California State Teachers Retirement System 0.00% Reduce -5.2% 21,780 $2.9M
Riverwater Partners LLC 1.14% Add +0.0% 20,325 $2.7M
Mgo One Seven LLC 0.06% Add +5.4% 20,284 $2.7M
Town & Country Bank & Trust CO dba First Bankers Trust CO 0.89% New 18,884 $2.5M
NFJ Investment Group, LLC 0.09% No change 18,846 $2.5M
Fruth Investment Management 0.65% Reduce -1.8% 17,824 $2.4M
Comerica Bank 0.01% Reduce -2.5% 17,718 $2.4M
Aventail Capital Group, LP 0.11% No change 17,281 $2.3M
State of New Jersey Common Pension Fund D 0.01% Add +9.7% 17,070 $2.3M
Thrivent Financial for Lutherans 0.00% Reduce -1.0% 16,985 $2.3M
LPL Financial LLC 0.00% Add +6.3% 16,011 $2.2M
Savant Capital, LLC 0.01% Reduce -10.5% 15,765 $2.1M
PNC Financial Services Group, Inc. 0.00% Add +5.0% 15,626 $2.1M
Dark Forest Capital Management LP 0.07% Reduce -52.3% 14,356 $1.9M
Freestone Grove Partners LP 0.01% Add +5.0% 13,983 $1.9M
State of Wisconsin Investment Board 0.00% Add +0.8% 13,887 $1.9M
Voya Investment Management LLC 0.00% Reduce -17.1% 13,281 $1.8M
MetLife Investment Management, LLC 0.01% Reduce -3.2% 13,200 $1.8M
Natixis Advisors, LLC 0.00% Add +8.0% 12,730 $1.7M
State of Alaska, Department of Revenue 0.02% Reduce -9.5% 12,558 $1.7M
Sit Investment Associates Inc. 0.03% No change 12,515 $1.7M
Magellan Asset Management Ltd 0.02% Add +2.2% 12,272 $1.7M
Dana Investment Advisors, Inc. 0.05% Add +5.6% 12,257 $1.7M
Albert D Mason Inc. 1.07% Add +6.2% 12,205 $1.6M
NJ State Employees Deferred Compensation Plan 0.18% No change 12,000 $1.6M
AQR Capital Management 0.00% Add +11.8% 11,988 $1.6M
Illinois Municipal Retirement Fund 0.02% Reduce -2.8% 11,961 $1.6M
Agp Franklin, LLC 0.74% Add +5.5% 11,326 $1.5M
Manufacturers Life Insurance Company, The 0.00% Reduce -4.3% 11,243 $1.5M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% New 10,920 $1.5M
Advisory Research Inc. 0.19% Reduce -4.1% 10,840 $1.5M
Louisiana State Employees Retirement System 0.02% Reduce -0.9% 10,800 $1.5M
Federation des caisses Desjardins du Quebec 0.01% Add +210.9% 10,704 $1.4M
Janney Montgomery Scott LLC 0.00% Reduce -17.4% 10,654 $1.4M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -15.2% 10,630 $1.4M
KLP Kapitalforvaltning As 0.01% Add +5.3% 10,000 $1.4M
Bank of Montreal 0.00% Reduce -19.9% 9,819 $1.3M
Glenmede Investment Management, LP 0.01% Reduce -7.2% 9,743 $1.3M
Citigroup Inc. 0.00% Reduce -56.1% 9,311 $1.3M
Cox Capital Mgt LLC 0.81% Add +0.2% 9,241 $1.2M
Commonwealth Equity Services, LLC 0.00% Reduce -29.1% 9,102 $1.2M
Creative Planning 0.00% Add +13.4% 8,646 $1.2M
Affinity Wealth Management LLC 0.16% No change 8,239 $1.1M
ICW Investment Advisors LLC 0.39% Add +6.4% 8,001 $1.1M
Cladis Investment Advisory, LLC 0.62% No change 8,000 $1.1M
Van Eck Associates Corp. 0.00% Add +7.3% 7,958 $1.1M
HighTower Advisors, LLC 0.00% Add +33.1% 7,893 $1.1M
Intech Investment Management LLC 0.01% Reduce -22.8% 7,801 $1.1M
New York State Common Retirement Fund 0.00% Reduce -75.0% 7,785 $1.0M
Alps Advisors Inc. 0.01% Add +33.0% 7,783 $1.0M
Yousif Capital Management, LLC 0.01% Reduce -16.6% 7,255 $977K
Susquehanna International Group, LLP 0.00% Reduce -78.1% 7,152 $963K
FMR LLC 0.00% Add +27.3% 7,119 $959K
Mariner, LLC 0.00% Add +71.9% 7,074 $953K
Legacy Wealth Asset Management, LLC 0.23% Add +0.5% 6,924 $933K
Arizona State Retirement System 0.01% Add +2.8% 6,902 $930K
Amalgamated Bank 0.01% Add +3.5% 6,848 $922K
Corient Private Wealth LP 0.00% Add +91.1% 6,827 $920K
Linden Thomas Advisory Services, LLC 0.09% Add +4.3% 6,721 $905K
Argent Capital Management LLC 0.02% Add +0.8% 6,682 $900K
Quantinno Capital Management LP 0.00% Add +88.7% 6,624 $892K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -0.3% 6,275 $867K
Police & Firemen's Retirement System of New Jersey 0.01% Add +23.9% 6,325 $852K
Ethic Inc. 0.01% Reduce -22.4% 6,314 $850K
Pathstone Holdings, LLC 0.00% Add +34.3% 6,275 $848K
BNP Paribas Financial Markets 0.00% Add +38.5% 5,781 $779K
New York State Teachers Retirement System 0.00% No change 5,757 $775K
Baird Financial Group, Inc. 0.00% Add +12.5% 5,714 $770K
GAMCO Investors 0.01% No change 5,600 $754K
Ensign Peak Advisors, Inc 0.00% Reduce -24.0% 5,552 $748K
Osaic Holdings, Inc. 0.00% Add +7.5% 5,434 $725K
Oregon Public Employees Retirement Fund 0.01% No change 5,350 $721K
State of Tennessee, Department of Treasury 0.00% Reduce -52.4% 5,176 $697K
Keybank National Association 0.00% Add +0.1% 5,117 $689K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% No change 4,881 $657K
US Bancorp \de 0.00% Add +9.0% 4,721 $636K
Adell Harriman & Carpenter Inc. 0.04% Reduce -8.0% 4,600 $620K
Harbor Capital Advisors, Inc. 0.05% Reduce -70.7% 4,492 $605K
Wealthcare Capital Partners, LLC 0.28% Reduce -0.5% 4,476 $603K
Intrust Bank NA 0.05% Reduce -1.9% 4,443 $598K
Pictet Asset Management Holding SA 0.00% Add +1.1% 4,404 $593K
Vanguard Personalized Indexing Management, LLC 0.01% Add +13.1% 4,402 $593K
Pitcairn Co. 0.05% Reduce -21.9% 4,322 $582K
First National Bank of Omaha 0.04% Add +2.1% 4,229 $570K
Quadrant Capital Group LLC 0.02% Add +1.3% 4,136 $557K
Inspire Investing, LLC 0.05% Reduce -30.9% 4,116 $554K
Resona Asset Management Co.,Ltd. 0.00% Reduce -6.5% 4,092 $551K
American Century Companies Inc. 0.00% Reduce -69.4% 4,008 $540K
Spirit of America Management Corp. 0.11% Add +5.3% 4,000 $539K
Bessemer Group Inc. 0.00% Add +34.8% 3,841 $517K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -13.0% 3,715 $500K
Brasada Capital Management, LP 0.08% No change 3,700 $497K
U.S. Capital Wealth Advisors, LLC 0.01% No change 3,600 $485K
Empowered Funds, LLC 0.00% Add +12.0% 3,554 $479K
Snowden Capital Advisors LLC 0.01% Reduce -1.6% 3,405 $461K
Forvis Mazars Wealth Advisors, LLC 0.01% No change 3,088 $416K
Teacher Retirement System of Texas 0.00% Reduce -52.9% 3,049 $411K
Supplemental Annuity Collective Trust of NJ 0.11% No change 3,000 $404K
Armstrong Advisory Group, Inc. 0.03% New 3,000 $404K
MML Investors Services, LLC 0.00% Add +1.1% 2,899 $390K
Ellevest, Inc. 0.05% Reduce -27.0% 2,815 $379K
Atom Investors LP 0.03% Reduce -3.6% 2,740 $369K
Evergreen Capital Management LLC 0.01% New 2,688 $363K
Caprock Group, LLC 0.01% — 2,924 $361K
Cynosure Group, LLC 0.04% No change 2,671 $360K
Harbour Investments, Inc. 0.01% Add +3.2% 2,585 $348K
Boston Family Office LLC 0.02% New 2,550 $343K
CIBC Bancorp USA Inc. 0.00% — 2,439 $329K
Nisa Investment Advisors, LLC 0.00% Add +3.8% 2,416 $327K
Bokf, NA 0.00% Add +0.6% 2,310 $311K
Park National Corp. 0.01% No change 2,300 $310K
Clearstead Advisors, LLC 0.00% No change 2,250 $303K
TD Waterhouse Canada Inc. 0.00% Add +4.5% 2,231 $301K
Focus Partners Wealth 0.00% Reduce -3.5% 2,343 $299K
Moneta Group Investment Advisors LLC 0.00% Add +0.9% 2,150 $290K
GAMMA Investing LLC 0.02% Add +6.1% 2,098 $283K
Public Employees Retirement Association of Colorado 0.00% No change 2,050 $276K
Personal Cfo Solutions, LLC 0.05% No change 2,009 $271K
Heritage Family Offices, LLP 0.12% New 1,956 $263K
Aquatic Capital Management LLC 0.00% New 1,956 $263K
Captrust Financial Advisors 0.00% New 1,954 $263K
Park Avenue Securities LLC 0.00% Add +1.7% 1,917 $258K
Ameritas Investment Partners, Inc. 0.01% Reduce -17.4% 1,911 $257K
Coldstream Capital Management Inc. 0.00% Reduce -12.1% 1,882 $253K
Xponance LLC 0.00% Add +1.3% 1,782 $240K
Colonial Trust Co / SC 0.03% No change 1,619 $218K
IFM Investors Pty Ltd 0.00% New 1,620 $217K
Belpointe Asset Management LLC 0.01% New 1,579 $213K
Inspire Advisors, LLC 0.02% Reduce -74.8% 1,568 $211K
Squarepoint Ops LLC 0.00% Reduce -67.6% 1,564 $211K
Wilmington Savings Fund Society, FSB 0.01% Reduce -9.9% 1,560 $210K
Vista Finance, LLC 0.14% New 1,559 $210K
Franklin Resources Inc. 0.00% New 1,551 $209K
Kingsview Wealth Management, LLC 0.00% New 1,548 $209K
Longboard Asset Management, LP 0.34% New 1,543 $208K
Choreo, LLC 0.00% New 1,526 $207K
Hancock Whitney Corp. 0.00% New 1,534 $207K
Journey Strategic Wealth LLC 0.01% New 1,521 $205K
PFG Investments, LLC 0.01% New 1,503 $202K
Miramar Capital, LLC 0.04% New 1,500 $202K
Mackenzie Financial Corp. 0.00% New 1,495 $201K
Orion Porfolio Solutions, LLC 0.00% New 1,489 $201K
Sterling Capital Management LLC 0.00% Add +149.5% 1,068 $144K
Cwm, LLC 0.00% Add +17.3% 1,058 $143K
Farther Finance Advisors, LLC 0.00% Add +314.1% 1,060 $143K
Tradewinds Capital Management, LLC 0.03% Reduce -0.9% 1,040 $140K
Tower Research Capital LLC (TRC) 0.00% Reduce -54.7% 878 $118K
Smartleaf Asset Management LLC 0.01% Add +41.3% 841 $114K
SG Americas Securities, LLC 0.00% Reduce -36.6% 832 $112K
KBC Group NV 0.00% No change 773 $104K
Arax Advisory Partners 0.00% Add +19.8% 737 $99K
New Age Alpha Advisors, LLC 0.00% Reduce -2.8% 618 $83K
Jones Financial Companies LLLP 0.00% Add +25.6% 613 $82K
Advisors Asset Management, Inc. 0.00% Add +146.0% 497 $67K
Rossby Financial, LCC 0.02% No change 465 $63K
Johnson Financial Group, Inc. 0.00% New 461 $62K
Creative Financial Designs Inc. 0.00% No change 450 $61K
Fifth Third Bancorp 0.00% Reduce -13.2% 416 $56K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Add +2.8% 408 $55K
Signaturefd, LLC 0.00% Reduce -5.6% 404 $54K
Allworth Financial LP 0.00% Add +12.2% 376 $51K
Principal Securities, Inc. 0.00% No change 346 $47K
UMB Bank, n.a. 0.00% Add +11.7% 345 $46K
Byrne Asset Management LLC 0.03% Add +14.0% 342 $46K
Assetmark, Inc. 0.00% Reduce -60.3% 319 $43K
Hantz Financial Services, Inc. 0.00% Add +77.4% 298 $40K
Shell Asset Management Co. 0.00% Reduce -63.8% 291 $39K
CIBC Private Wealth Group LLC 0.00% Add +66.1% 274 $37K
EverSource Wealth Advisors, LLC 0.00% Add +11.3% 247 $33K
CBIZ Investment Advisory Services, LLC 0.00% Add +17.9% 230 $31K
Versant Capital Management, Inc 0.00% No change 230 $31K
Farmers & Merchants Investments Inc. 0.00% No change 228 $31K
JFS Wealth Advisors, LLC 0.00% Reduce -0.9% 219 $29K
Public Employees Retirement System of Ohio 0.00% Reduce -0.5% 214 $29K
Lanark Financial, Inc. 0.00% No change 211 $28K
Rockefeller Capital Management L.P. 0.00% New 209 $28K
Hollencrest Capital Management 0.00% No change 203 $27K
MassMutual Private Wealth & Trust, FSB 0.00% Add +7.9% 177 $24K
Foster Dykema Cabot & Partners, LLC 0.00% No change 175 $24K
Binnacle Investments Inc 0.01% Add +22.1% 171 $23K
IFP Advisors, Inc 0.00% Add +25.8% 161 $22K
Centerpoint Advisors, LLC 0.01% Reduce -1.3% 156 $21K
MCF Advisors LLC 0.00% No change 151 $20K
Fortis Group Advisors, LLC 0.00% No change 146 $20K
Federated Hermes, Inc. 0.00% Add +161.8% 144 $19K
Cornerstone Planning Group LLC 0.00% Add +1150.0% 150 $19K
Rothschild Investment LLC 0.00% Reduce -7.1% 130 $18K
NewEdge Advisors, LLC 0.00% No change 125 $17K
Sunbelt Securities, Inc. 0.00% Add +1.7% 119 $16K
AlphaQuest LLC 0.00% New 118 $16K
Private Trust Co. NA 0.00% Add +109.1% 115 $15K
Retirement Wealth Solutions LLC 0.01% Reduce -2.7% 109 $15K
Delta Asset Management LLC 0.00% No change 100 $13K
Huntington National Bank 0.00% Reduce -3.9% 99 $13K
Steward Partners Investment Advisory, LLC 0.00% Reduce -50.0% 92 $12K
Roble, Belko & Company, Inc 0.00% No change 90 $12K
Rise Advisors, LLC 0.00% No change 88 $12K
Advisory Services Network, LLC 0.00% New 85 $11K
Optiver Holding B.V. 0.00% New 82 $11K
Salomon & Ludwin, LLC 0.00% New 80 $11K
First Horizon Corp. 0.00% — 81 $11K
Parkside Financial Bank & Trust 0.00% Reduce -52.0% 71 $10K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 58 $8K
Global Retirement Partners, LLC 0.00% Add +18.8% 57 $8K
Bell Investment Advisors, Inc 0.00% No change 53 $7K
Pflug Koory, LLC 0.00% No change 50 $7K
SBI Securities Co., Ltd. 0.00% No change 40 $5K
First United Bank & Trust 0.00% No change 38 $5K
Brown Brothers Harriman & Co. 0.00% New 38 $5K
Essential Partners LLC 0.00% New 37 $5K
Parallel Advisors, LLC 0.00% Reduce -47.1% 36 $5K
Aventura Private Wealth, LLC 0.00% New 33 $4K
Root Financial Partners, LLC 0.00% New 29 $4K
TD Private Client Wealth LLC 0.00% No change 28 $4K
WPG Advisers, LLC 0.00% No change 23 $3K
Bare Financial Services, Inc 0.00% Reduce -68.3% 20 $3K
Clayton Financial Group LLC 0.00% New 18 $2K
Larson Financial Group LLC 0.00% Reduce -14.3% 18 $2K
Clearstead Trust, LLC 0.00% No change 16 $2K
Financial Network Wealth Advisors LLC 0.00% No change 15 $2K
Hemington Wealth Management 0.00% Add +16.7% 21 $2K
Private Wealth Management Group, LLC 0.00% No change 14 $2K
MAI Capital Management 0.00% Reduce -85.7% 13 $2K
Quest 10 Wealth Builders, Inc. 0.00% New 12 $2K
Ameritas Advisory Services, LLC 0.00% No change 10 $1K
Fortitude Family Office, LLC 0.00% No change 9 $1K
Montag A & Associates Inc. 0.00% New 7 $948
Blue Trust, Inc. 0.00% No change 4 $539
DiNuzzo Private Wealth, Inc. 0.00% Add +33.3% 4 $495
Abound Wealth Management 0.00% No change 2 $270
SJS Investment Consulting Inc. 0.00% No change 2 $270
HFM Investment Advisors, LLC 0.00% New 1 $135
Bay Harbor Wealth Management, LLC 0.00% No change 1 $135
Rialto Wealth Management, LLC 0.00% No change 1 $135
Covestor Ltd 0.00% No change 1 $0
Cloud Capital Management, LLC 0.00% New 3 $0

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