Chesapeake UtilitiesCPK
13F holders, Q4 2025 (December 31)315holders +2
32new positions
35sold out
5famous investors
$124.80avg. 13F price*
At the end of Q4 2025, 315 institutions reported holding Chesapeake Utilities Corp. (CPK) in their 13F filings, up 2 from Q3 2025. 32 opened new positions and 35 sold out. The largest holders were BlackRock, Inc. ($466.4M), T. Rowe Price Investment Management, Inc. ($287.6M) and Vanguard Group Inc. ($252.0M). 5 famous investors held it, including Mario Gabelli (0.0% of GAMCO Investors's portfolio), Israel Englander (0.0% of Millennium Management'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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 32 | $33.9M |
| Exits | 35 | $11.0M |
All 13F filers, Q3 2025 → Q4 2025: 1,085,377 shares bought and 865,932 shares sold, net +219,445 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 315 holders
| BlackRock, Inc. | 0.01% | Add +2.3% | 3,738,261 | $466.4M |
| T. Rowe Price Investment Management, Inc. | 0.18% | Reduce -4.8% | 2,304,833 | $287.6M |
| Vanguard Group Inc. | 0.00% | Add +2.5% | 2,020,146 | $252.0M |
| State Street Corp. | 0.01% | Add +0.9% | 1,223,238 | $153.4M |
| Neuberger Berman Group LLC | 0.10% | Reduce -3.1% | 1,070,416 | $133.5M |
| Wellington Management Group LLP | 0.02% | Reduce -7.4% | 881,315 | $110.0M |
| Alliancebernstein L.P. | 0.03% | Add +61.1% | 824,162 | $102.8M |
| Geode Capital Management, LLC | 0.00% | Add +1.2% | 554,714 | $69.2M |
| Jennison Associates LLC | 0.04% | Reduce -9.5% | 479,181 | $59.8M |
| Copeland Capital Management, LLC | 1.33% | Reduce -5.2% | 478,586 | $59.7M |
| Invesco Ltd. | 0.01% | Reduce -22.3% | 459,247 | $57.3M |
| Dimensional Fund Advisors LP | 0.01% | Add +0.9% | 437,122 | $54.5M |
| Boston Trust Walden Corp | 0.34% | Add +12.8% | 365,353 | $45.6M |
| Morgan Stanley | 0.00% | Add +4.7% | 349,233 | $43.6M |
| First Trust Advisors LP | 0.03% | Add +0.2% | 317,549 | $39.6M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +0.2% | 270,373 | $33.7M |
| Northern Trust Corp. | 0.00% | Reduce -4.5% | 256,891 | $32.0M |
| Bank of New York Mellon Corp | 0.01% | Reduce -13.5% | 234,737 | $29.3M |
| Janus Henderson Group PLC | 0.01% | Reduce -3.4% | 222,762 | $27.8M |
| CBRE Investment Management Listed Real Assets LLC | 0.37% | Add +54.4% | 202,264 | $25.2M |
| JPMorgan Chase & Co. | 0.00% | Reduce -3.6% | 199,131 | $24.8M |
| Energy Income Partners, LLC | 0.39% | Add +0.8% | 170,571 | $21.3M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -2.1% | 159,000 | $19.8M |
| Mercer Global Advisors Inc. | 0.03% | Add +0.3% | 145,942 | $18.2M |
| Legal & General Group Plc | 0.00% | Reduce -3.0% | 142,939 | $17.8M |
| Tributary Capital Management, LLC | 1.55% | Reduce -7.0% | 125,912 | $15.7M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -1.5% | 121,542 | $15.2M |
| Principal Financial Group Inc. | 0.01% | Reduce -0.8% | 112,827 | $14.1M |
| Schroder Investment Management Group | 0.01% | Reduce -27.2% | 100,444 | $12.6M |
| UBS Group AG | 0.00% | Add +18.3% | 98,034 | $12.2M |
| Tufton Capital Management | 2.06% | Add +32.7% | 94,554 | $11.8M |
| Nuveen, LLC | 0.00% | Add +2.2% | 86,270 | $10.8M |
| Curi Capital, LLC | 0.18% | Reduce -17.2% | 84,974 | $10.7M |
| Public Sector Pension Investment Board | 0.03% | Reduce -10.9% | 81,815 | $10.2M |
| Victory Capital Management Inc. | 0.00% | Add +97.8% | 68,909 | $8.6M |
| Exchange Traded Concepts, LLC | 0.07% | Reduce -0.7% | 67,925 | $8.5M |
| Rhumbline Advisers | 0.01% | Reduce -3.6% | 66,984 | $8.4M |
| Bank of America Corp. | 0.00% | Add +62.4% | 66,473 | $8.3M |
| STRS Ohio | 0.03% | Reduce -0.1% | 65,500 | $8.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -3.7% | 65,251 | $8.1M |
| Raymond James Financial Inc. | 0.00% | Add +8.3% | 60,002 | $7.5M |
| Wells Fargo & Company | 0.00% | Add +15.1% | 59,385 | $7.4M |
| Sei Investments Co. | 0.01% | Reduce -5.6% | 58,024 | $7.2M |
| Van Lanschot Kempen Investment Management N.V. | 0.06% | Reduce -3.9% | 54,718 | $6.8M |
| Bahl & Gaynor LLC | 0.03% | Add +2.1% | 54,482 | $6.8M |
| Mutual of America Capital Management LLC | 0.07% | Reduce -0.5% | 52,660 | $6.6M |
| ProShare Advisors LLC | 0.01% | Reduce -5.6% | 52,635 | $6.6M |
| Nomura Asset Management International Inc. | 0.01% | — | 52,291 | $6.5M |
| Cramer Rosenthal McGlynn LLC | 0.42% | Reduce -4.0% | 51,630 | $6.4M |
| Gabelli Funds LLC | 0.04% | No change | 50,000 | $6.2M |
| Clear Harbor Asset Management, LLC | 0.41% | Reduce -0.6% | 48,567 | $6.1M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.03% | Add +1.5% | 47,547 | $5.9M |
| Peregrine Capital Management LLC | 0.18% | Reduce -4.7% | 47,105 | $5.9M |
| Swiss National Bank | 0.00% | Add +2.6% | 46,450 | $5.8M |
| Moody Aldrich Partners LLC | 1.06% | Add +31.7% | 45,737 | $5.7M |
| Russell Investments Group, Ltd. | 0.01% | Reduce -1.1% | 44,961 | $5.6M |
| Vennlight Capital Management, LP | 6.35% | New | 43,586 | $5.4M |
| Ameriprise Financial Inc. | 0.00% | Reduce -6.8% | 43,004 | $5.4M |
| TD Asset Management Inc | 0.00% | Reduce -0.8% | 41,542 | $5.2M |
| Dean Investment Associates, LLC | 0.73% | New | 40,952 | $5.1M |
| Wedge Capital Management L L P | 0.09% | Reduce -1.6% | 39,340 | $4.9M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +4.5% | 38,492 | $4.8M |
| Barclays PLC | 0.00% | Add +13.4% | 36,831 | $4.6M |
| First Manhattan Co. Llc. | 0.01% | Reduce -0.3% | 35,470 | $4.4M |
| Citigroup Inc. | 0.00% | Add +279.4% | 35,328 | $4.4M |
| Millennium Management | 0.00% | New | 32,879 | $4.1M |
| Deutsche Bank AG | 0.00% | Add +1.6% | 32,425 | $4.0M |
| Royal Bank of Canada | 0.00% | Add +1.4% | 32,063 | $4.0M |
| Cetera Investment Advisers | 0.00% | Reduce -18.3% | 31,896 | $4.0M |
| Guggenheim Capital LLC | 0.03% | Reduce -4.0% | 30,502 | $3.8M |
| Reaves W H & Co. Inc. | 0.07% | No change | 30,000 | $3.7M |
| Wealthspire Advisors, LLC | 0.03% | Add +0.3% | 29,488 | $3.7M |
| Dean Capital Management | 1.48% | New | 27,851 | $3.5M |
| Phocas Financial Corp. | 0.43% | New | 26,559 | $3.3M |
| Maryland State Retirement & Pension System | 0.07% | Add +1.3% | 25,554 | $3.2M |
| Hennessy Advisors Inc. | 0.11% | Reduce -3.5% | 25,058 | $3.1M |
| Anchor Investment Management, LLC | 0.25% | Add +0.9% | 25,017 | $3.1M |
| T. Rowe Price Associates Inc. | 0.00% | Add +3.9% | 23,591 | $2.9M |
| Stifel Financial Corp. | 0.00% | Reduce -5.6% | 22,776 | $2.8M |
| California State Teachers Retirement System | 0.00% | Add +3.3% | 22,488 | $2.8M |
| Prudential Financial Inc. | 0.00% | Reduce -7.0% | 21,866 | $2.7M |
| Teachers Retirement System of the State of Kentucky | 0.02% | Reduce -7.5% | 21,460 | $2.7M |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 0.87% | Add +9.6% | 20,692 | $2.6M |
| FourThought Financial Partners, LLC | 0.22% | Reduce -42.3% | 20,500 | $2.6M |
| Mgo One Seven LLC | 0.05% | Add +0.0% | 20,291 | $2.5M |
| Zimmer Partners, LP | 0.07% | Reduce -68.8% | 20,000 | $2.5M |
| NFJ Investment Group, LLC | 0.08% | Reduce -5.3% | 17,841 | $2.2M |
| Fruth Investment Management | 0.60% | No change | 17,824 | $2.2M |
| Riverwater Partners LLC | 0.81% | Reduce -17.6% | 16,737 | $2.1M |
| LPL Financial LLC | 0.00% | Add +4.4% | 16,719 | $2.1M |
| Comerica Bank | 0.01% | Reduce -7.7% | 16,356 | $2.0M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -4.3% | 16,251 | $2.0M |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +51.3% | 16,197 | $2.0M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -7.1% | 15,862 | $2.0M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -1.5% | 15,391 | $1.9M |
| Legato Capital Management LLC | 0.16% | New | 14,697 | $1.8M |
| AQR Capital Management | 0.00% | Add +16.1% | 13,913 | $1.7M |
| Illinois Municipal Retirement Fund | 0.02% | Add +15.4% | 13,800 | $1.7M |
| Dana Investment Advisors, Inc. | 0.05% | Add +10.9% | 13,588 | $1.7M |
| Savant Capital, LLC | 0.01% | Reduce -14.0% | 13,556 | $1.7M |
| Natixis Advisors, LLC | 0.00% | Add +4.6% | 13,313 | $1.7M |
| Magellan Asset Management Ltd | 0.02% | Add +6.6% | 13,083 | $1.6M |
| State of Wisconsin Investment Board | 0.00% | Reduce -7.6% | 12,835 | $1.6M |
| MetLife Investment Management, LLC | 0.01% | Reduce -2.8% | 12,830 | $1.6M |
| State of Alaska, Department of Revenue | 0.02% | Add +1.8% | 12,783 | $1.6M |
| Glenmede Trust Co. NA | 0.01% | — | 12,514 | $1.6M |
| Sit Investment Associates Inc. | 0.03% | No change | 12,515 | $1.6M |
| Macquarie Group Ltd. | 0.01% | Reduce -83.6% | 12,452 | $1.6M |
| Albert D Mason Inc. | 1.00% | Reduce -0.1% | 12,188 | $1.5M |
| Marshall Wace, LLP | 0.00% | New | 11,929 | $1.5M |
| New York State Common Retirement Fund | 0.00% | Add +46.6% | 11,412 | $1.4M |
| Agp Franklin, LLC | 0.65% | Reduce -1.5% | 11,157 | $1.4M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +2.1% | 10,857 | $1.4M |
| Louisiana State Employees Retirement System | 0.02% | No change | 10,800 | $1.3M |
| Janney Montgomery Scott LLC | 0.00% | Add +1.4% | 10,799 | $1.3M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -4.7% | 10,714 | $1.3M |
| KLP Kapitalforvaltning As | 0.00% | Add +1.0% | 10,100 | $1.3M |
| ExodusPoint Capital Management, LP | 0.01% | New | 10,004 | $1.2M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Reduce -10.2% | 9,810 | $1.2M |
| Advisory Research Inc. | 0.15% | Reduce -10.3% | 9,728 | $1.2M |
| XTX Topco Ltd | 0.03% | New | 9,586 | $1.2M |
| SG Americas Securities, LLC | 0.00% | Add +1040.1% | 9,486 | $1.2M |
| Cox Capital Mgt LLC | 0.73% | Add +1.9% | 9,419 | $1.2M |
| Pathstone Holdings, LLC | 0.00% | Add +46.7% | 9,208 | $1.2M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -1.5% | 8,968 | $1.1M |
| Freestone Grove Partners LP | 0.01% | Reduce -36.2% | 8,923 | $1.1M |
| BNP Paribas Financial Markets | 0.00% | Add +53.7% | 8,886 | $1.1M |
| Intech Investment Management LLC | 0.01% | Add +13.2% | 8,830 | $1.1M |
| Voya Investment Management LLC | 0.00% | Reduce -33.6% | 8,817 | $1.1M |
| Van Eck Associates Corp. | 0.00% | Add +9.2% | 8,692 | $1.1M |
| Citadel Advisors | 0.00% | New | 8,644 | $1.1M |
| Bank of Montreal | 0.00% | Reduce -12.5% | 8,592 | $1.1M |
| Affinity Wealth Management LLC | 0.15% | No change | 8,239 | $1.0M |
| ICW Investment Advisors LLC | 0.37% | Add +0.8% | 8,067 | $1.0M |
| Cladis Investment Advisory, LLC | 0.55% | No change | 8,000 | $998K |
| Creative Planning | 0.00% | Reduce -7.9% | 7,963 | $993K |
| American Century Companies Inc. | 0.00% | Add +96.2% | 7,863 | $981K |
| HighTower Advisors, LLC | 0.00% | Reduce -0.5% | 7,855 | $980K |
| Quantinno Capital Management LP | 0.00% | Add +12.4% | 7,446 | $929K |
| Alps Advisors Inc. | 0.01% | Reduce -6.6% | 7,271 | $907K |
| FMR LLC | 0.00% | Reduce -2.3% | 6,955 | $868K |
| Linden Thomas Advisory Services, LLC | 0.09% | Add +3.0% | 6,924 | $864K |
| Legacy Wealth Asset Management, LLC | 0.21% | Reduce -0.7% | 6,875 | $858K |
| Corient Private Wealth LP | 0.00% | Add +0.6% | 6,865 | $857K |
| Amalgamated Bank | 0.01% | Reduce -0.2% | 6,836 | $853K |
| Arizona State Retirement System | 0.00% | Reduce -4.8% | 6,568 | $819K |
| Yousif Capital Management, LLC | 0.01% | Reduce -11.8% | 6,397 | $792K |
| Police & Firemen's Retirement System of New Jersey | 0.01% | Reduce -0.1% | 6,319 | $788K |
| Argent Capital Management LLC | 0.02% | Reduce -6.4% | 6,256 | $780K |
| Campbell & CO Investment Adviser LLC | 0.04% | New | 5,975 | $745K |
| Mariner, LLC | 0.00% | Reduce -16.7% | 5,891 | $735K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -5.6% | 5,925 | $721K |
| Baird Financial Group, Inc. | 0.00% | Add +1.0% | 5,769 | $720K |
| New York State Teachers Retirement System | 0.00% | No change | 5,757 | $718K |
| Squarepoint Ops LLC | 0.00% | Add +258.8% | 5,612 | $700K |
| GAMCO Investors | 0.01% | No change | 5,600 | $699K |
| Osaic Holdings, Inc. | 0.00% | Reduce -0.6% | 5,400 | $674K |
| Oregon Public Employees Retirement Fund | 0.01% | Add +0.8% | 5,392 | $673K |
| Focus Partners Advisor Solutions, LLC | 0.01% | New | 5,145 | $642K |
| Ethic Inc. | 0.01% | Reduce -21.1% | 4,985 | $622K |
| State of Tennessee, Department of Treasury | 0.00% | Reduce -7.3% | 4,797 | $617K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 4,881 | $609K |
| Dynamic Technology Lab Private Ltd | 0.14% | New | 4,797 | $598K |
| Intrust Bank NA | 0.05% | Add +2.2% | 4,540 | $566K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +2.8% | 4,523 | $564K |
| Inspire Investing, LLC | 0.05% | Add +9.7% | 4,516 | $563K |
| Spirit of America Management Corp. | 0.12% | Add +12.5% | 4,500 | $561K |
| Adell Harriman & Carpenter Inc. | 0.03% | Reduce -2.2% | 4,500 | $561K |
| Wealthcare Capital Partners, LLC | 0.26% | Add +0.3% | 4,490 | $560K |
| US Bancorp \de | 0.00% | Reduce -5.0% | 4,484 | $559K |
| Keybank National Association | 0.00% | Reduce -14.2% | 4,390 | $548K |
| Harbor Capital Advisors, Inc. | 0.04% | Reduce -4.4% | 4,293 | $536K |
| First National Bank of Omaha | 0.02% | Reduce -2.1% | 4,140 | $517K |
| Resona Asset Management Co.,Ltd. | 0.00% | No change | 4,092 | $511K |
| Pictet Asset Management Holding SA | 0.00% | Reduce -7.5% | 4,076 | $509K |
| Natixis | 0.00% | New | 4,000 | $499K |
| HSBC Holdings PLC | 0.00% | New | 4,000 | $497K |
| Quadrant Capital Group LLC | 0.01% | Reduce -4.6% | 3,947 | $492K |
| Brasada Capital Management, LP | 0.08% | No change | 3,700 | $460K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | No change | 3,600 | $449K |
| M&T Bank Corp | 0.00% | New | 3,497 | $436K |
| Cynosure Group, LLC | 0.04% | Add +24.1% | 3,315 | $414K |
| MML Investors Services, LLC | 0.00% | Add +12.2% | 3,253 | $406K |
| Verition Fund Management LLC | 0.00% | New | 3,172 | $396K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | No change | 3,088 | $385K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -10.8% | 3,037 | $381K |
| Supplemental Annuity Collective Trust of NJ | 0.10% | No change | 3,000 | $374K |
| Armstrong Advisory Group, Inc. | 0.03% | No change | 3,000 | $374K |
| Caprock Group, LLC | 0.01% | Add +1.9% | 2,979 | $374K |
| Bessemer Group Inc. | 0.00% | Reduce -25.4% | 2,866 | $358K |
| Harbour Investments, Inc. | 0.01% | Reduce -1.0% | 2,560 | $319K |
| Boston Family Office LLC | 0.02% | No change | 2,550 | $318K |
| Park National Corp. | 0.01% | Add +6.5% | 2,450 | $306K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -0.8% | 2,398 | $301K |
| Bokf, NA | 0.00% | Reduce -0.4% | 2,300 | $287K |
| Amundi | 0.00% | New | 2,240 | $279K |
| GAMMA Investing LLC | 0.01% | Add +5.9% | 2,221 | $277K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -1.0% | 2,209 | $275K |
| Ellevest, Inc. | 0.04% | Reduce -22.2% | 2,190 | $273K |
| Moneta Group Investment Advisors LLC | 0.00% | Add +0.2% | 2,154 | $269K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 2,050 | $256K |
| Jones Financial Companies LLLP | 0.00% | Add +221.9% | 1,973 | $246K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +32.3% | 1,970 | $246K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 1,911 | $238K |
| Personal Cfo Solutions, LLC | 0.04% | Reduce -5.1% | 1,907 | $238K |
| Two Sigma Securities, LLC | 0.03% | New | 1,900 | $237K |
| D. E. Shaw & Co. | 0.00% | New | 1,895 | $236K |
| Xponance LLC | 0.00% | Add +3.4% | 1,842 | $230K |
| Colonial Trust Co / SC | 0.03% | Add +13.7% | 1,841 | $230K |
| &partners | 0.00% | New | 1,797 | $224K |
| Evergreen Capital Management LLC | 0.01% | Reduce -34.1% | 1,772 | $223K |
| Profund Advisors LLC | 0.01% | New | 1,784 | $223K |
| Heritage Family Offices, LLP | 0.10% | Reduce -11.2% | 1,738 | $217K |
| Captrust Financial Advisors | 0.00% | Reduce -11.8% | 1,724 | $215K |
| Franklin Resources Inc. | 0.00% | Add +6.1% | 1,646 | $205K |
| Greenleaf Trust | 0.00% | New | 1,632 | $204K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 1,560 | $195K |
| Kestra Advisory Services, LLC | 0.00% | New | 1,402 | $175K |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -75.7% | 1,352 | $169K |
| Byrne Asset Management LLC | 0.07% | Add +208.8% | 1,056 | $132K |
| Cwm, LLC | 0.00% | Reduce -3.1% | 1,025 | $128K |
| Tradewinds Capital Management, LLC | 0.03% | Reduce -2.1% | 1,018 | $127K |
| Global Retirement Partners, LLC | 0.00% | Add +1679.0% | 1,014 | $127K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -5.1% | 1,006 | $126K |
| Sterling Capital Management LLC | 0.00% | Reduce -10.9% | 952 | $119K |
| Hantz Financial Services, Inc. | 0.00% | Add +194.0% | 876 | $109K |
| Canada Pension Plan Investment Board | 0.00% | New | 800 | $100K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -7.1% | 781 | $98K |
| KBC Group NV | 0.00% | No change | 773 | $96K |
| Advisors Asset Management, Inc. | 0.00% | Add +47.7% | 734 | $92K |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | New | 709 | $88K |
| New Age Alpha Advisors, LLC | 0.00% | Add +7.0% | 661 | $82K |
| Federated Hermes, Inc. | 0.00% | Add +332.6% | 623 | $78K |
| SBI Okasan Asset Management Co.Ltd. | 0.00% | — | 500 | $63K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +22.6% | 500 | $62K |
| Rockefeller Capital Management L.P. | 0.00% | Add +133.0% | 487 | $61K |
| Rossby Financial, LCC | 0.02% | No change | 465 | $58K |
| Creative Financial Designs Inc. | 0.00% | No change | 450 | $56K |
| Signaturefd, LLC | 0.00% | Add +2.5% | 414 | $52K |
| Allworth Financial LP | 0.00% | Add +9.0% | 410 | $51K |
| UMB Bank, n.a. | 0.00% | Add +9.9% | 379 | $47K |
| Fifth Third Bancorp | 0.00% | Reduce -14.9% | 354 | $44K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +31.6% | 325 | $41K |
| Assetmark, Inc. | 0.00% | Add +1.6% | 324 | $40K |
| Basecamp Wealth Advisors LLC | 0.01% | — | 317 | $40K |
| Arax Advisory Partners | 0.00% | Reduce -57.1% | 316 | $39K |
| CIBC Private Wealth Group LLC | 0.00% | Add +15.0% | 315 | $39K |
| Entrust Financial LLC | 0.03% | — | 300 | $37K |
| Lanark Financial, Inc. | 0.00% | Add +20.9% | 255 | $32K |
| Versant Capital Management, Inc | 0.00% | Add +1.7% | 234 | $29K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 228 | $28K |
| CBIZ Investment Advisory Services, LLC | 0.00% | Reduce -1.7% | 226 | $28K |
| JFS Wealth Advisors, LLC | 0.00% | Add +2.7% | 225 | $28K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -75.2% | 218 | $27K |
| Public Employees Retirement System of Ohio | 0.00% | Reduce -4.2% | 205 | $26K |
| Hollencrest Capital Management | 0.00% | No change | 203 | $25K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +14.1% | 202 | $25K |
| Aster Capital Management (DIFC) Ltd | 0.01% | New | 192 | $24K |
| NewEdge Advisors, LLC | 0.00% | Add +50.4% | 188 | $23K |
| Salomon & Ludwin, LLC | 0.00% | Add +133.8% | 187 | $23K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | No change | 175 | $22K |
| IFP Advisors, Inc | 0.00% | No change | 161 | $20K |
| Centerpoint Advisors, LLC | 0.01% | No change | 156 | $19K |
| MCF Advisors LLC | 0.00% | No change | 151 | $19K |
| Cornerstone Planning Group LLC | 0.00% | No change | 150 | $19K |
| Fortis Group Advisors, LLC | 0.00% | No change | 146 | $18K |
| Private Trust Co. NA | 0.00% | Add +25.2% | 144 | $18K |
| Rothschild Investment LLC | 0.00% | Reduce -4.6% | 124 | $15K |
| Sunbelt Securities, Inc. | 0.00% | No change | 119 | $15K |
| Huntington National Bank | 0.00% | Add +20.2% | 119 | $15K |
| Retirement Wealth Solutions LLC | 0.01% | No change | 109 | $14K |
| Los Angeles Capital Management LLC | 0.00% | New | 102 | $13K |
| Eurizon Capital SGR S.p.A. | 0.00% | — | 100 | $13K |
| Delta Asset Management LLC | 0.00% | No change | 100 | $12K |
| Roble, Belko & Company, Inc | 0.00% | No change | 90 | $11K |
| Parkside Financial Bank & Trust | 0.00% | No change | 71 | $9K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -29.4% | 65 | $8K |
| Acumen Wealth Advisors, LLC | 0.00% | — | 64 | $8K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 58 | $7K |
| First Horizon Corp. | 0.00% | Reduce -29.6% | 57 | $7K |
| SageView Advisory Group, LLC | 0.00% | New | 55 | $7K |
| Pflug Koory, LLC | 0.00% | No change | 50 | $6K |
| Parallel Advisors, LLC | 0.00% | Add +16.7% | 42 | $5K |
| Essential Partners LLC | 0.00% | Add +8.1% | 40 | $5K |
| 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% | No change | 38 | $5K |
| Root Financial Partners, LLC | 0.00% | Add +24.1% | 36 | $4K |
| Quarry LP | 0.00% | New | 34 | $4K |
| Aventura Private Wealth, LLC | 0.00% | No change | 33 | $4K |
| Bare Financial Services, Inc | 0.00% | Add +25.0% | 25 | $3K |
| TD Private Client Wealth LLC | 0.00% | Reduce -10.7% | 25 | $3K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -56.6% | 23 | $3K |
| WPG Advisers, LLC | 0.00% | No change | 23 | $3K |
| Larson Financial Group LLC | 0.00% | No change | 18 | $2K |
| Optiver Holding B.V. | 0.00% | Reduce -78.0% | 18 | $2K |
| CX Institutional | 0.00% | New | 13 | $2K |
| Financial Network Wealth Advisors LLC | 0.00% | No change | 15 | $2K |
| Private Wealth Management Group, LLC | 0.00% | No change | 14 | $2K |
| MAI Capital Management | 0.00% | No change | 13 | $2K |
| Keating Financial Advisory Services, Inc. | 0.00% | — | 11 | $1K |
| Fortitude Family Office, LLC | 0.00% | No change | 9 | $1K |
| MidFirst Bank | 0.00% | — | 8 | $998 |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 4 | $500 |
| Torren Management, LLC | 0.00% | — | 4 | $499 |
| Blue Trust, Inc. | 0.00% | No change | 4 | $499 |
| Ankerstar Wealth, LLC | 0.00% | — | 3 | $376 |
| Gilpin Wealth Management, LLC | 0.00% | — | 2 | $250 |
| Abound Wealth Management | 0.00% | No change | 2 | $250 |
| SJS Investment Consulting Inc. | 0.00% | No change | 2 | $250 |
| Bay Harbor Wealth Management, LLC | 0.00% | No change | 1 | $125 |
| Hughes Financial Services, LLC | 0.00% | New | 1 | $125 |
| Rialto Wealth Management, LLC | 0.00% | No change | 1 | $125 |
| HFM Investment Advisors, LLC | 0.00% | No change | 1 | $125 |
| 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.