Chesapeake UtilitiesCPK
13F holders, Q1 2026 (March 31)At the end of Q1 2026, 340 institutions reported holding Chesapeake Utilities Corp. (CPK) in their 13F filings, up 25 from Q4 2025. 44 opened new positions and 21 sold out. The largest holders were BlackRock, Inc. ($452.6M), T. Rowe Price Investment Management, Inc. ($300.6M) and State Street Corp. ($157.9M). 7 famous investors held it, including Mario Gabelli (0.0% of GAMCO Investors's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Chesapeake Utilities Corp.
- CUSIP
- 165303108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 44 | $41.8M |
| Exits | 21 | $19.5M |
All 13F filers, Q4 2025 → Q1 2026: 962,348 shares bought and 841,470 shares sold, net +120,878 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 340 holders
| BlackRock, Inc. | 0.01% | Reduce -4.2% | 3,581,308 | $452.6M |
| T. Rowe Price Investment Management, Inc. | 0.21% | Add +3.2% | 2,378,936 | $300.6M |
| State Street Corp. | 0.01% | Add +1.6% | 1,242,638 | $157.9M |
| Neuberger Berman Group LLC | 0.10% | Add +0.8% | 1,079,094 | $136.4M |
| Vanguard Capital Management LLC | 0.00% | — | 1,060,795 | $134.1M |
| Wellington Management Group LLP | 0.02% | Add +2.1% | 900,020 | $113.7M |
| Vanguard Portfolio Management LLC | 0.01% | — | 790,706 | $99.9M |
| Alliancebernstein L.P. | 0.03% | Reduce -7.1% | 765,775 | $95.5M |
| Geode Capital Management, LLC | 0.00% | Add +3.2% | 572,539 | $72.4M |
| Invesco Ltd. | 0.01% | Add +4.9% | 481,597 | $60.9M |
| Jennison Associates LLC | 0.04% | Reduce -0.9% | 474,863 | $60.0M |
| Copeland Capital Management, LLC | 1.32% | Reduce -2.1% | 468,656 | $59.2M |
| Dimensional Fund Advisors LP | 0.01% | Add +0.0% | 437,225 | $55.3M |
| Morgan Stanley | 0.00% | Add +20.2% | 419,701 | $53.0M |
| Boston Trust Walden Corp | 0.33% | Reduce -12.7% | 318,828 | $40.3M |
| First Trust Advisors LP | 0.03% | Reduce -2.7% | 309,029 | $39.1M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +1.5% | 274,406 | $34.7M |
| Northern Trust Corp. | 0.00% | Add +0.9% | 259,309 | $32.8M |
| Goldman Sachs Group Inc. | 0.00% | Add +62.8% | 258,877 | $32.7M |
| CBRE Investment Management Listed Real Assets LLC | 0.48% | Add +27.0% | 256,816 | $32.5M |
| Janus Henderson Group PLC | 0.01% | No change | 222,762 | $28.1M |
| Bank of New York Mellon Corp | 0.00% | Reduce -13.5% | 203,153 | $25.7M |
| JPMorgan Chase & Co. | 0.00% | Reduce -7.6% | 184,008 | $23.2M |
| Energy Income Partners, LLC | 0.35% | Add +1.8% | 173,654 | $21.9M |
| Mercer Global Advisors Inc. | 0.03% | Add +7.8% | 157,336 | $19.9M |
| Vanguard Fiduciary Trust Co. | 0.01% | — | 156,786 | $19.8M |
| Qube Research & Technologies Ltd | 0.03% | New | 146,822 | $18.6M |
| Legal & General Group Plc | 0.00% | Reduce -6.8% | 133,185 | $16.8M |
| Envestnet Asset Management Inc. | 0.00% | Add +3.3% | 125,507 | $15.9M |
| Tributary Capital Management, LLC | 1.50% | Reduce -2.9% | 122,242 | $15.4M |
| Principal Financial Group Inc. | 0.01% | Add +2.1% | 115,157 | $14.6M |
| UBS Group AG | 0.00% | Add +3.3% | 101,250 | $12.8M |
| Schroder Investment Management Group | 0.01% | Reduce -13.0% | 87,420 | $11.0M |
| Curi Capital, LLC | 0.19% | Reduce -0.7% | 84,377 | $10.7M |
| Public Sector Pension Investment Board | 0.03% | Add +3.5% | 84,637 | $10.7M |
| Nuveen, LLC | 0.00% | Reduce -7.9% | 79,472 | $10.0M |
| Nomura Asset Management International Inc. | 0.02% | Add +45.3% | 75,997 | $9.6M |
| Exchange Traded Concepts, LLC | 0.07% | Add +7.6% | 73,101 | $9.2M |
| Victory Capital Management Inc. | 0.01% | Add +3.1% | 71,028 | $9.0M |
| Rhumbline Advisers | 0.01% | Add +1.7% | 68,134 | $8.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +0.6% | 65,669 | $8.3M |
| Sei Investments Co. | 0.01% | Add +11.0% | 64,412 | $8.1M |
| Bank of America Corp. | 0.00% | Reduce -5.9% | 62,535 | $7.9M |
| STRS Ohio | 0.03% | Reduce -8.7% | 59,800 | $7.6M |
| Bahl & Gaynor LLC | 0.04% | Add +1.8% | 55,434 | $7.0M |
| Raymond James Financial Inc. | 0.00% | Reduce -8.8% | 54,733 | $6.9M |
| Jane Street Group, LLC | 0.01% | New | 54,727 | $6.9M |
| Moody Aldrich Partners LLC | 1.24% | Add +18.6% | 54,242 | $6.9M |
| ProShare Advisors LLC | 0.01% | Reduce -0.1% | 52,600 | $6.6M |
| Mutual of America Capital Management LLC | 0.08% | Reduce -0.2% | 52,539 | $6.6M |
| Gabelli Funds LLC | 0.04% | No change | 50,000 | $6.3M |
| Clear Harbor Asset Management, LLC | 0.43% | Add +0.1% | 48,615 | $6.1M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.03% | Add +0.9% | 47,954 | $6.1M |
| Swiss National Bank | 0.00% | Add +0.9% | 46,850 | $5.9M |
| Ameriprise Financial Inc. | 0.00% | Add +0.6% | 43,248 | $5.5M |
| TD Asset Management Inc | 0.00% | Add +3.6% | 43,058 | $5.4M |
| Peregrine Capital Management LLC | 0.20% | Reduce -8.8% | 42,955 | $5.4M |
| Wells Fargo & Company | 0.00% | Reduce -29.7% | 41,737 | $5.3M |
| Russell Investments Group, Ltd. | 0.01% | Reduce -10.8% | 40,113 | $5.1M |
| Cramer Rosenthal McGlynn LLC | 0.36% | Reduce -25.8% | 38,307 | $4.8M |
| Wedge Capital Management L L P | 0.09% | Reduce -6.0% | 36,997 | $4.7M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -4.6% | 36,716 | $4.6M |
| Deutsche Bank AG | 0.00% | Add +10.4% | 35,796 | $4.5M |
| Tufton Capital Management | 0.80% | Reduce -63.3% | 34,675 | $4.4M |
| Cetera Investment Advisers | 0.00% | Reduce -1.3% | 31,490 | $4.0M |
| Royal Bank of Canada | 0.00% | Reduce -5.5% | 30,299 | $3.8M |
| First Manhattan Co. Llc. | 0.01% | Reduce -16.5% | 29,616 | $3.8M |
| Wealthspire Advisors, LLC | 0.03% | Reduce -0.4% | 29,375 | $3.7M |
| T. Rowe Price Associates Inc. | 0.00% | Add +23.4% | 29,119 | $3.7M |
| Guggenheim Capital LLC | 0.03% | Reduce -13.1% | 26,519 | $3.4M |
| Anchor Investment Management, LLC | 0.27% | Add +1.4% | 25,355 | $3.2M |
| Hennessy Advisors Inc. | 0.11% | No change | 25,058 | $3.2M |
| Maryland State Retirement & Pension System | 0.06% | Reduce -3.9% | 24,557 | $3.1M |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 1.04% | Add +18.1% | 24,448 | $3.1M |
| Prudential Financial Inc. | 0.00% | Add +10.9% | 24,256 | $3.1M |
| Dean Investment Associates, LLC | 0.43% | Reduce -41.2% | 24,066 | $3.0M |
| California State Teachers Retirement System | 0.00% | Add +6.2% | 23,879 | $3.0M |
| Squarepoint Ops LLC | 0.01% | Add +311.4% | 23,085 | $2.9M |
| Citadel Advisors | 0.00% | Add +162.9% | 22,724 | $2.9M |
| Teachers Retirement System of the State of Kentucky | 0.02% | Add +0.9% | 21,660 | $2.7M |
| XTX Topco Ltd | 0.05% | Add +125.8% | 21,648 | $2.7M |
| Stifel Financial Corp. | 0.00% | Reduce -6.3% | 21,340 | $2.7M |
| Phocas Financial Corp. | 0.41% | Reduce -22.0% | 20,721 | $2.6M |
| FourThought Financial Partners, LLC | 0.22% | No change | 20,500 | $2.6M |
| Reaves W H & Co. Inc. | 0.04% | Reduce -33.3% | 20,000 | $2.5M |
| Cox Capital Mgt LLC | 1.63% | Add +106.7% | 19,464 | $2.5M |
| Mgo One Seven LLC | 0.05% | Reduce -4.2% | 19,448 | $2.5M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | — | 18,281 | $2.3M |
| NFJ Investment Group, LLC | 0.09% | No change | 17,841 | $2.3M |
| Fruth Investment Management | 0.56% | No change | 17,824 | $2.3M |
| Vanguard Investments Australia, Ltd. | 0.01% | — | 17,609 | $2.2M |
| Riverwater Partners LLC | 0.74% | Add +4.7% | 17,527 | $2.2M |
| Dean Capital Management | 0.88% | Reduce -39.4% | 16,867 | $2.1M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +6.1% | 16,835 | $2.1M |
| LPL Financial LLC | 0.00% | Reduce -0.3% | 16,674 | $2.1M |
| Magellan Asset Management Ltd | 0.03% | Add +24.4% | 16,275 | $2.1M |
| Fifth Third Bancorp | 0.00% | Add +4456.2% | 16,129 | $2.0M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -2.9% | 15,787 | $2.0M |
| PNC Financial Services Group, Inc. | 0.00% | Add +2.0% | 15,704 | $2.0M |
| Federation des caisses Desjardins du Quebec | 0.01% | Reduce -4.5% | 15,465 | $2.0M |
| Voloridge Investment Management, LLC | 0.01% | New | 15,352 | $1.9M |
| AQR Capital Management | 0.00% | Add +10.0% | 15,310 | $1.9M |
| Glenmede Trust Co. NA | 0.01% | Add +14.1% | 14,272 | $1.8M |
| Millennium Management | 0.00% | Reduce -56.6% | 14,271 | $1.8M |
| Dana Investment Advisors, Inc. | 0.05% | Add +4.4% | 14,181 | $1.8M |
| SG Americas Securities, LLC | 0.00% | Add +49.5% | 14,178 | $1.8M |
| Linden Thomas Advisory Services, LLC | 0.17% | Add +98.7% | 13,757 | $1.7M |
| Natixis Advisors, LLC | 0.00% | Add +3.3% | 13,751 | $1.7M |
| D. E. Shaw & Co. | 0.00% | Add +618.0% | 13,607 | $1.7M |
| MetLife Investment Management, LLC | 0.01% | Add +0.4% | 12,883 | $1.6M |
| Illinois Municipal Retirement Fund | 0.02% | Reduce -8.2% | 12,663 | $1.6M |
| Sit Investment Associates Inc. | 0.03% | No change | 12,515 | $1.6M |
| State of Alaska, Department of Revenue | 0.02% | Reduce -2.9% | 12,416 | $1.6M |
| Macquarie Group Ltd. | 0.01% | Reduce -0.6% | 12,379 | $1.6M |
| Prospera Financial Services Inc | 0.03% | New | 12,363 | $1.6M |
| Albert D Mason Inc. | 1.01% | Add +1.3% | 12,347 | $1.6M |
| Savant Capital, LLC | 0.01% | Reduce -15.6% | 11,445 | $1.4M |
| New York State Common Retirement Fund | 0.00% | No change | 11,412 | $1.4M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +1.2% | 10,989 | $1.4M |
| Pathstone Holdings, LLC | 0.01% | Add +17.2% | 10,790 | $1.4M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -2.6% | 10,523 | $1.3M |
| Louisiana State Employees Retirement System | 0.02% | Reduce -2.8% | 10,500 | $1.3M |
| State of Wisconsin Investment Board | 0.00% | Reduce -18.6% | 10,452 | $1.3M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -3.3% | 10,365 | $1.3M |
| KLP Kapitalforvaltning As | 0.01% | Add +2.0% | 10,300 | $1.3M |
| Harbor Capital Advisors, Inc. | 0.10% | Add +128.5% | 9,809 | $1.2M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | No change | 9,810 | $1.2M |
| Quantinno Capital Management LP | 0.00% | Add +30.3% | 9,705 | $1.2M |
| Argent Capital Management LLC | 0.04% | Add +54.5% | 9,664 | $1.2M |
| Renaissance Technologies | 0.00% | New | 9,650 | $1.2M |
| HighTower Advisors, LLC | 0.00% | Add +21.2% | 9,523 | $1.2M |
| Creative Planning | 0.00% | Add +18.2% | 9,410 | $1.2M |
| Agp Franklin, LLC | 0.59% | Reduce -16.3% | 9,340 | $1.2M |
| Campbell & CO Investment Adviser LLC | 0.07% | Add +55.0% | 9,262 | $1.2M |
| Vanguard Global Advisers, LLC | 0.00% | — | 9,222 | $1.2M |
| Advisory Research Inc. | 0.14% | Reduce -5.4% | 9,206 | $1.2M |
| Van Eck Associates Corp. | 0.00% | Add +4.6% | 9,088 | $1.1M |
| HRT Financial LP | 0.00% | New | 8,927 | $1.1M |
| Legato Capital Management LLC | 0.10% | Reduce -40.1% | 8,796 | $1.1M |
| Susquehanna International Group, LLP | 0.00% | New | 8,659 | $1.1M |
| Bank of Montreal | 0.00% | Add +0.6% | 8,647 | $1.1M |
| Affinity Wealth Management LLC | 0.16% | No change | 8,239 | $1.0M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -8.4% | 8,218 | $1.0M |
| ICW Investment Advisors LLC | 0.37% | Add +0.7% | 8,124 | $1.0M |
| Cladis Investment Advisory, LLC | 0.56% | No change | 8,000 | $1.0M |
| Jones Financial Companies LLLP | 0.00% | Add +305.4% | 7,999 | $993K |
| FMR LLC | 0.00% | Add +5.1% | 7,311 | $924K |
| Alps Advisors Inc. | 0.00% | Reduce -4.7% | 6,929 | $876K |
| Quadrature Capital Ltd | 0.01% | New | 6,873 | $869K |
| Amalgamated Bank | 0.01% | Reduce -1.2% | 6,755 | $854K |
| Legacy Wealth Asset Management, LLC | 0.21% | Reduce -1.7% | 6,756 | $854K |
| Corient Private Wealth LP | 0.00% | Reduce -2.2% | 6,714 | $848K |
| Y-Intercept (Hong Kong) Ltd | 0.02% | New | 6,524 | $824K |
| Arizona State Retirement System | 0.00% | Reduce -1.0% | 6,505 | $822K |
| Police & Firemen's Retirement System of New Jersey | 0.01% | No change | 6,319 | $799K |
| Yousif Capital Management, LLC | 0.01% | Reduce -1.4% | 6,306 | $797K |
| Inspire Investing, LLC | 0.05% | Add +39.6% | 6,305 | $797K |
| Dynamic Technology Lab Private Ltd | 0.13% | Add +30.2% | 6,246 | $789K |
| Baird Financial Group, Inc. | 0.00% | Add +1.6% | 5,864 | $741K |
| GAMCO Investors | 0.01% | No change | 5,600 | $708K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +8.3% | 5,574 | $704K |
| Oregon Public Employees Retirement Fund | 0.01% | Add +1.0% | 5,448 | $688K |
| Holocene Advisors, LP | 0.00% | New | 5,421 | $685K |
| Spirit of America Management Corp. | 0.13% | Add +18.9% | 5,350 | $676K |
| Intech Investment Management LLC | 0.01% | Reduce -41.3% | 5,183 | $655K |
| Empowered Funds, LLC | 0.00% | New | 5,183 | $655K |
| BNP Paribas Financial Markets | 0.00% | Reduce -42.5% | 5,111 | $646K |
| Vident Advisory, LLC | 0.01% | New | 5,084 | $642K |
| New York State Teachers Retirement System | 0.00% | Reduce -12.8% | 5,021 | $635K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +11.1% | 5,023 | $635K |
| Osaic Holdings, Inc. | 0.00% | Reduce -8.0% | 4,970 | $628K |
| Ethic Inc. | 0.01% | Reduce -0.8% | 4,945 | $625K |
| Mariner, LLC | 0.00% | Reduce -16.9% | 4,893 | $618K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 4,881 | $617K |
| State of Tennessee, Department of Treasury | 0.00% | No change | 4,797 | $606K |
| Marshall Wace, LLP | 0.00% | Reduce -60.3% | 4,732 | $598K |
| Barclays PLC | 0.00% | Reduce -87.3% | 4,676 | $591K |
| Inceptionr LLC | 0.14% | New | 4,608 | $582K |
| Intrust Bank NA | 0.05% | Reduce -0.1% | 4,535 | $573K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -25.4% | 4,420 | $572K |
| Wealthcare Capital Partners, LLC | 0.27% | Add +0.4% | 4,506 | $569K |
| Adell Harriman & Carpenter Inc. | 0.03% | No change | 4,500 | $569K |
| US Bancorp \de | 0.00% | Reduce -4.6% | 4,277 | $540K |
| Keybank National Association | 0.00% | Reduce -4.4% | 4,197 | $530K |
| Voya Investment Management LLC | 0.00% | Reduce -52.6% | 4,180 | $528K |
| Resona Asset Management Co.,Ltd. | 0.00% | No change | 4,092 | $517K |
| Pictet Asset Management Holding SA | 0.00% | Add +0.1% | 4,078 | $515K |
| Citigroup Inc. | 0.00% | Reduce -88.5% | 4,060 | $513K |
| Harbour Investments, Inc. | 0.01% | Add +55.1% | 3,971 | $502K |
| Inspire Advisors, LLC | 0.04% | New | 3,971 | $502K |
| Quadrant Capital Group LLC | 0.01% | Add +0.6% | 3,969 | $502K |
| First National Bank of Omaha | 0.02% | Reduce -4.7% | 3,946 | $499K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Add +1.0% | 3,637 | $460K |
| M&T Bank Corp | 0.00% | Add +0.6% | 3,517 | $444K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +1447.3% | 3,373 | $426K |
| Folger Nolan Fleming Douglas Capital Management, Inc. | 0.04% | New | 3,250 | $411K |
| VARCOV Co. | 0.15% | New | 3,125 | $395K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | No change | 3,088 | $390K |
| Armstrong Advisory Group, Inc. | 0.03% | No change | 3,000 | $379K |
| Bessemer Group Inc. | 0.00% | Add +4.5% | 2,994 | $378K |
| MML Investors Services, LLC | 0.00% | Reduce -11.7% | 2,874 | $363K |
| MQS Management LLC | 0.24% | New | 2,803 | $354K |
| Freestone Grove Partners LP | 0.00% | Reduce -70.4% | 2,641 | $334K |
| Boston Family Office LLC | 0.02% | No change | 2,550 | $322K |
| Nisa Investment Advisors, LLC | 0.00% | Add +2.5% | 2,457 | $312K |
| Mirabella Financial Services LLP | 0.03% | New | 2,450 | $310K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -20.8% | 2,406 | $306K |
| Cerity Partners LLC | 0.00% | New | 2,379 | $301K |
| Park National Corp. | 0.01% | Reduce -6.0% | 2,304 | $291K |
| TD Waterhouse Canada Inc. | 0.00% | Add +2.6% | 2,266 | $289K |
| GAMMA Investing LLC | 0.01% | Add +1.5% | 2,254 | $285K |
| Amundi | 0.00% | No change | 2,240 | $283K |
| DNB Asset Management AS | 0.00% | New | 2,218 | $280K |
| Xponance LLC | 0.00% | Add +19.9% | 2,208 | $279K |
| Journey Strategic Wealth LLC | 0.01% | New | 2,133 | $270K |
| Ellevest, Inc. | 0.04% | Reduce -3.2% | 2,120 | $268K |
| Susquehanna Portfolio Strategies, LLC | 0.00% | New | 2,086 | $264K |
| Kestra Advisory Services, LLC | 0.00% | Add +46.4% | 2,053 | $259K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 2,050 | $259K |
| ExodusPoint Capital Management, LP | 0.00% | Reduce -79.8% | 2,020 | $255K |
| Moneta Group Investment Advisors LLC | 0.00% | Reduce -8.1% | 1,979 | $250K |
| State Board of Administration of Florida Retirement System | 0.00% | New | 1,950 | $246K |
| Park Avenue Securities LLC | 0.00% | New | 1,937 | $245K |
| Aquatic Capital Management LLC | 0.01% | New | 1,936 | $245K |
| &partners | 0.00% | Add +6.9% | 1,921 | $243K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 1,911 | $241K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -3.5% | 1,900 | $240K |
| Two Sigma Securities, LLC | 0.03% | Reduce -0.9% | 1,883 | $238K |
| Personal Cfo Solutions, LLC | 0.03% | Reduce -2.9% | 1,851 | $235K |
| Colonial Trust Co / SC | 0.03% | No change | 1,841 | $233K |
| Rockefeller Capital Management L.P. | 0.00% | Add +277.2% | 1,837 | $232K |
| Captrust Financial Advisors | 0.00% | Add +1.4% | 1,749 | $221K |
| Evergreen Capital Management LLC | 0.00% | Reduce -2.2% | 1,733 | $220K |
| IFM Investors Pty Ltd | 0.00% | New | 1,677 | $212K |
| Tudor Investment Corporation | 0.00% | New | 1,656 | $209K |
| DRW Securities, LLC | 0.01% | New | 1,655 | $209K |
| Brevan Howard Capital Management LP | 0.00% | New | 1,642 | $208K |
| Aster Capital Management (DIFC) Ltd | 0.07% | Add +739.1% | 1,611 | $207K |
| Greenleaf Trust | 0.00% | Reduce -0.4% | 1,625 | $205K |
| Belpointe Asset Management LLC | 0.01% | New | 1,586 | $200K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 1,560 | $197K |
| Bokf, NA | 0.00% | Reduce -39.0% | 1,402 | $177K |
| Ensign Peak Advisors, Inc | 0.00% | No change | 1,352 | $171K |
| Cwm, LLC | 0.00% | Add +6.6% | 1,093 | $138K |
| Farther Finance Advisors, LLC | 0.00% | Add +5.9% | 1,065 | $136K |
| Byrne Asset Management LLC | 0.08% | No change | 1,056 | $133K |
| Advisors Asset Management, Inc. | 0.00% | Add +40.7% | 1,033 | $131K |
| Tradewinds Capital Management, LLC | 0.03% | No change | 1,018 | $129K |
| Hantz Financial Services, Inc. | 0.00% | Add +12.0% | 981 | $124K |
| Federated Hermes, Inc. | 0.00% | Add +55.2% | 967 | $122K |
| Quantbot Technologies LP | 0.01% | New | 966 | $122K |
| KBC Group NV | 0.00% | No change | 773 | $98K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +44.2% | 721 | $91K |
| New Age Alpha Advisors, LLC | 0.00% | Reduce -2.1% | 647 | $82K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -25.6% | 581 | $73K |
| Sterling Capital Management LLC | 0.00% | Reduce -40.6% | 565 | $71K |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | Reduce -22.0% | 553 | $70K |
| SBI Okasan Asset Management Co.Ltd. | 0.00% | No change | 500 | $63K |
| Rossby Financial, LCC | 0.01% | No change | 465 | $59K |
| Signaturefd, LLC | 0.00% | Add +11.8% | 463 | $59K |
| Creative Financial Designs Inc. | 0.00% | Add +0.2% | 451 | $57K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +24.3% | 404 | $51K |
| UMB Bank, n.a. | 0.00% | Add +4.8% | 397 | $50K |
| Allworth Financial LP | 0.00% | Reduce -13.4% | 355 | $45K |
| Assetmark, Inc. | 0.00% | Add +5.6% | 342 | $43K |
| Basecamp Wealth Advisors LLC | 0.01% | No change | 317 | $40K |
| Entrust Financial LLC | 0.03% | No change | 300 | $38K |
| Lanark Financial, Inc. | 0.00% | No change | 255 | $32K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 228 | $29K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -1.8% | 221 | $28K |
| Beacon Investment Advisory Services, Inc. | 0.00% | New | 220 | $28K |
| Versant Capital Management, Inc | 0.00% | Reduce -6.4% | 219 | $28K |
| Ares Financial Consulting, LLC | 0.02% | New | 216 | $28K |
| Public Employees Retirement System of Ohio | 0.00% | Add +5.4% | 216 | $27K |
| Arax Advisory Partners | 0.00% | Reduce -35.4% | 204 | $26K |
| Hollencrest Capital Management | 0.00% | No change | 203 | $26K |
| Kemnay Advisory Services Inc. | 0.00% | New | 194 | $25K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -4.5% | 193 | $24K |
| True Link Financial Advisors, LLC | 0.00% | New | 185 | $23K |
| Advisory Services Network, LLC | 0.00% | New | 183 | $23K |
| Eurizon Capital SGR S.p.A. | 0.00% | Add +82.0% | 182 | $23K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | No change | 175 | $22K |
| Salomon & Ludwin, LLC | 0.00% | Reduce -12.8% | 163 | $21K |
| IFP Advisors, Inc | 0.00% | No change | 161 | $20K |
| Centerpoint Advisors, LLC | 0.01% | No change | 156 | $20K |
| MCF Advisors LLC | 0.00% | Add +3.3% | 156 | $20K |
| Cornerstone Planning Group LLC | 0.00% | Add +4.0% | 156 | $20K |
| Fortis Group Advisors, LLC | 0.00% | No change | 146 | $18K |
| Private Trust Co. NA | 0.00% | No change | 144 | $18K |
| NewEdge Advisors, LLC | 0.00% | Reduce -33.5% | 125 | $16K |
| Parkside Financial Bank & Trust | 0.00% | Add +74.7% | 124 | $16K |
| Rothschild Investment LLC | 0.00% | Reduce -2.4% | 121 | $15K |
| Sunbelt Securities, Inc. | 0.00% | Add +0.8% | 120 | $15K |
| Huntington National Bank | 0.00% | Reduce -0.8% | 118 | $15K |
| Los Angeles Capital Management LLC | 0.00% | No change | 102 | $13K |
| Delta Asset Management LLC | 0.00% | No change | 100 | $13K |
| Retirement Wealth Solutions LLC | 0.01% | Reduce -14.7% | 93 | $12K |
| Roble, Belko & Company, Inc | 0.00% | No change | 90 | $11K |
| Brown Brothers Harriman & Co. | 0.00% | Add +76.3% | 67 | $8K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 65 | $8K |
| Acumen Wealth Advisors, LLC | 0.00% | No change | 64 | $8K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 58 | $7K |
| Pflug Koory, LLC | 0.00% | No change | 50 | $6K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 49 | $6K |
| Root Financial Partners, LLC | 0.00% | Add +13.9% | 41 | $5K |
| Essential Partners LLC | 0.00% | No change | 40 | $5K |
| First United Bank & Trust | 0.00% | No change | 38 | $5K |
| Parallel Advisors, LLC | 0.00% | Reduce -11.9% | 37 | $5K |
| First Horizon Corp. | 0.00% | Reduce -35.1% | 37 | $5K |
| CBIZ Investment Advisory Services, LLC | 0.00% | Reduce -84.1% | 36 | $5K |
| Aventura Private Wealth, LLC | 0.00% | No change | 33 | $4K |
| Bare Financial Services, Inc | 0.00% | Add +24.0% | 31 | $4K |
| Private Wealth Management Group, LLC | 0.00% | Add +107.1% | 29 | $4K |
| Keating Financial Advisory Services, Inc. | 0.00% | Add +154.6% | 28 | $4K |
| Quarry LP | 0.00% | Reduce -26.5% | 25 | $3K |
| TD Private Client Wealth LLC | 0.00% | No change | 25 | $3K |
| CVA Family Office, LLC | 0.00% | New | 24 | $3K |
| WPG Advisers, LLC | 0.00% | No change | 23 | $3K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -13.0% | 20 | $3K |
| Ascentis Independent Advisors | 0.00% | New | 19 | $2K |
| JPL Wealth Management, LLC | 0.00% | New | 19 | $2K |
| MAI Capital Management | 0.00% | Add +38.5% | 18 | $2K |
| Larson Financial Group LLC | 0.00% | Reduce -16.7% | 15 | $2K |
| Fortitude Family Office, LLC | 0.00% | Add +55.6% | 14 | $2K |
| Whipplewood Advisors, LLC | 0.00% | New | 12 | $2K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 11 | $1K |
| MidFirst Bank | 0.00% | No change | 8 | $1K |
| CX Institutional | 0.00% | Reduce -46.1% | 7 | $1K |
| SJS Investment Consulting Inc. | 0.00% | Add +100.0% | 4 | $506 |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 4 | $506 |
| Blue Trust, Inc. | 0.00% | No change | 4 | $505 |
| Ankerstar Wealth, LLC | 0.00% | No change | 3 | $381 |
| Gilpin Wealth Management, LLC | 0.00% | Add +50.0% | 3 | $380 |
| Hughes Financial Services, LLC | 0.00% | Add +200.0% | 3 | $379 |
| Bay Harbor Wealth Management, LLC | 0.00% | No change | 1 | $127 |
| Rialto Wealth Management, LLC | 0.00% | No change | 1 | $127 |
| Vermillion Wealth Management, Inc. | 0.00% | New | 1 | $126 |
| HFM Investment Advisors, LLC | 0.00% | No change | 1 | $126 |
| Destiny Wealth Partners, LLC | 0.00% | New | 1 | $94 |
| 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.