Chesapeake UtilitiesCPK

13F holders, Q1 2026 (March 31)
340holders +25
44new positions
21sold out
7famous investors
$126.35avg. 13F price*

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

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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions44$41.8M
Exits21$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.