Chesapeake UtilitiesCPK
13F holders, Q2 2026 (June 30)333holders −7
35new positions
40sold out
5famous investors
$122.67avg. 13F price*
At the end of Q2 2026, 333 institutions reported holding Chesapeake Utilities Corp. (CPK) in their 13F filings, down 7 from Q1 2026. 35 opened new positions and 40 sold out. The largest holders were BlackRock, Inc. ($459.2M), T. Rowe Price Investment Management, Inc. ($305.4M) and State Street Corp. ($165.3M). 5 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), 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
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 35 | $19.5M |
| Exits | 40 | $27.3M |
All 13F filers, Q1 2026 → Q2 2026: 1,400,073 shares bought and 683,549 shares sold, net +716,524 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 333 holders
| BlackRock, Inc. | 0.01% | Add +4.7% | 3,749,062 | $459.2M |
| T. Rowe Price Investment Management, Inc. | 0.20% | Add +4.8% | 2,493,254 | $305.4M |
| State Street Corp. | 0.00% | Add +8.0% | 1,342,310 | $165.3M |
| Neuberger Berman Group LLC | 0.09% | Add +1.8% | 1,098,388 | $134.5M |
| Vanguard Capital Management LLC | 0.00% | Add +2.0% | 1,081,990 | $132.5M |
| Wellington Management Group LLP | 0.02% | Add +4.4% | 939,774 | $115.1M |
| Vanguard Portfolio Management LLC | 0.00% | Add +7.6% | 850,515 | $104.2M |
| Alliancebernstein L.P. | 0.03% | Reduce -8.0% | 704,427 | $89.0M |
| Geode Capital Management, LLC | 0.00% | Add +9.0% | 623,922 | $76.4M |
| Invesco Ltd. | 0.01% | Add +14.4% | 550,834 | $67.5M |
| Jennison Associates LLC | 0.03% | Reduce -3.7% | 457,461 | $56.0M |
| Copeland Capital Management, LLC | 1.12% | Reduce -5.0% | 445,383 | $54.6M |
| Dimensional Fund Advisors LP | 0.01% | Add +1.4% | 443,510 | $54.3M |
| Morgan Stanley | 0.00% | Reduce -12.1% | 368,781 | $45.2M |
| Boston Trust Walden Corp | 0.28% | Reduce -5.0% | 302,719 | $37.1M |
| First Trust Advisors LP | 0.02% | Reduce -5.2% | 293,078 | $35.9M |
| CBRE Investment Management Listed Real Assets LLC | 0.50% | Add +12.8% | 289,803 | $35.5M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +2.6% | 281,582 | $34.5M |
| Northern Trust Corp. | 0.00% | Add +7.5% | 278,825 | $34.2M |
| Qube Research & Technologies Ltd | 0.03% | Add +63.7% | 240,408 | $29.4M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -10.5% | 231,779 | $28.4M |
| Bank of New York Mellon Corp | 0.00% | Add +4.2% | 211,748 | $25.9M |
| Energy Income Partners, LLC | 0.39% | Add +17.9% | 204,771 | $25.1M |
| Mercer Global Advisors Inc. | 0.03% | Add +13.0% | 177,783 | $21.8M |
| Jupiter Topco LLC | 0.01% | — | 161,176 | $19.7M |
| Vanguard Fiduciary Trust Co. | 0.00% | Add +1.4% | 158,959 | $19.5M |
| Legal & General Group Plc | 0.00% | Add +0.7% | 134,121 | $16.4M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -1.9% | 123,171 | $15.1M |
| Tributary Capital Management, LLC | 1.20% | Reduce -2.9% | 118,708 | $14.5M |
| Nomura Asset Management International Inc. | 0.02% | Add +54.8% | 117,674 | $14.4M |
| JPMorgan Chase & Co. | 0.00% | Reduce -37.8% | 114,531 | $14.3M |
| Principal Financial Group Inc. | 0.01% | Add +0.8% | 116,021 | $14.2M |
| UBS Group AG | 0.00% | Add +6.5% | 107,880 | $13.2M |
| Schroder Investment Management Group | 0.01% | Add +5.1% | 91,913 | $11.4M |
| AQR Capital Management | 0.00% | Add +480.6% | 88,893 | $10.9M |
| Curi Capital, LLC | 0.16% | Reduce -0.3% | 84,099 | $10.4M |
| Public Sector Pension Investment Board | 0.03% | Reduce -2.6% | 82,467 | $10.1M |
| Nuveen, LLC | 0.00% | Add +2.3% | 81,330 | $10.0M |
| Victory Capital Management Inc. | 0.01% | Add +7.7% | 76,529 | $9.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +0.8% | 66,220 | $8.1M |
| Rhumbline Advisers | 0.01% | Reduce -7.9% | 62,755 | $7.7M |
| Exchange Traded Concepts, LLC | 0.04% | Reduce -15.1% | 62,053 | $7.6M |
| Sei Investments Co. | 0.01% | Reduce -3.9% | 61,876 | $7.6M |
| ProShare Advisors LLC | 0.01% | Add +14.4% | 60,182 | $7.4M |
| Wells Fargo & Company | 0.00% | Add +28.6% | 53,668 | $6.6M |
| American Century Companies Inc. | 0.00% | New | 52,643 | $6.4M |
| STRS Ohio | 0.02% | Reduce -13.7% | 51,600 | $6.3M |
| Edgestream Partners, L.P. | 0.19% | New | 51,261 | $6.3M |
| Bank of America Corp. | 0.00% | Reduce -19.3% | 50,451 | $6.2M |
| Mutual of America Capital Management LLC | 0.06% | Reduce -4.5% | 50,167 | $6.1M |
| Gabelli Funds LLC | 0.04% | No change | 50,000 | $6.1M |
| Clear Harbor Asset Management, LLC | 0.38% | Add +1.9% | 49,549 | $6.1M |
| Bahl & Gaynor LLC | 0.03% | Reduce -11.2% | 49,229 | $6.0M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.03% | Add +0.9% | 48,387 | $5.9M |
| Swiss National Bank | 0.00% | Add +2.8% | 48,150 | $5.9M |
| Ameriprise Financial Inc. | 0.00% | Add +0.7% | 43,552 | $5.3M |
| Russell Investments Group, Ltd. | 0.00% | Add +8.6% | 43,555 | $5.3M |
| TD Asset Management Inc | 0.00% | No change | 43,058 | $5.3M |
| Moody Aldrich Partners LLC | 0.94% | Reduce -21.5% | 42,577 | $5.2M |
| Dean Investment Associates, LLC | 0.64% | Add +64.3% | 39,532 | $4.8M |
| Peregrine Capital Management LLC | 0.16% | Reduce -8.1% | 39,497 | $4.8M |
| Renaissance Technologies | 0.01% | Add +304.7% | 39,050 | $4.8M |
| Cramer Rosenthal McGlynn LLC | 0.23% | Reduce -2.7% | 37,278 | $4.6M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +1.3% | 37,186 | $4.6M |
| Wedge Capital Management L L P | 0.07% | Reduce -4.7% | 35,271 | $4.3M |
| T. Rowe Price Associates Inc. | 0.00% | Add +19.8% | 34,881 | $4.3M |
| Deutsche Bank AG | 0.00% | Reduce -4.1% | 34,341 | $4.2M |
| Citadel Advisors | 0.00% | Add +47.5% | 33,518 | $4.1M |
| Cetera Investment Advisers | 0.00% | Add +2.2% | 32,185 | $3.9M |
| Royal Bank of Canada | 0.00% | Reduce -1.5% | 29,838 | $3.7M |
| First Manhattan Co. Llc. | 0.01% | No change | 29,616 | $3.6M |
| Wealthspire Advisors, LLC | 0.02% | Reduce -0.3% | 29,291 | $3.6M |
| Dean Capital Management | 1.27% | Add +70.2% | 28,712 | $3.5M |
| California State Teachers Retirement System | 0.00% | Add +12.2% | 26,800 | $3.3M |
| Hennessy Advisors Inc. | 0.10% | Add +6.8% | 26,758 | $3.3M |
| Maryland State Retirement & Pension System | 0.05% | Add +6.0% | 26,023 | $3.2M |
| XTX Topco Ltd | 0.04% | Add +19.4% | 25,857 | $3.2M |
| Tufton Capital Management | 0.52% | Reduce -26.8% | 25,375 | $3.1M |
| Prudential Financial Inc. | 0.00% | Add +2.1% | 24,761 | $3.0M |
| Anchor Investment Management, LLC | 0.22% | Reduce -4.8% | 24,151 | $3.0M |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 0.91% | Reduce -2.8% | 23,759 | $2.9M |
| Raymond James Financial Inc. | 0.00% | Reduce -59.0% | 22,459 | $2.8M |
| Guggenheim Capital LLC | 0.02% | Reduce -15.4% | 22,428 | $2.7M |
| Teachers Retirement System of the State of Kentucky | 0.02% | No change | 21,660 | $2.7M |
| Stifel Financial Corp. | 0.00% | Reduce -1.1% | 21,106 | $2.6M |
| FourThought Financial Partners, LLC | 0.19% | No change | 20,500 | $2.5M |
| Reaves W H & Co. Inc. | 0.04% | No change | 20,000 | $2.4M |
| Cox Capital Mgt LLC | 1.33% | Add +0.4% | 19,540 | $2.4M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | Add +6.8% | 19,522 | $2.4M |
| Mgo One Seven LLC | 0.04% | Reduce -2.7% | 18,926 | $2.3M |
| Vanguard Investments Australia, Ltd. | 0.01% | Add +4.8% | 18,445 | $2.3M |
| Riverwater Partners LLC | 0.65% | Add +1.6% | 17,798 | $2.2M |
| Fruth Investment Management | 0.51% | Reduce -2.1% | 17,449 | $2.1M |
| Magellan Asset Management Ltd | 0.05% | Add +5.7% | 17,200 | $2.1M |
| Albert D Mason Inc. | 1.19% | Add +38.5% | 17,096 | $2.1M |
| Prospera Financial Services Inc | 0.03% | Add +37.4% | 16,980 | $2.1M |
| LPL Financial LLC | 0.00% | Add +0.6% | 16,774 | $2.1M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -2.2% | 16,463 | $2.0M |
| Holocene Advisors, LP | 0.00% | Add +191.6% | 15,810 | $1.9M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -0.1% | 15,763 | $1.9M |
| Quadrature Capital Ltd | 0.02% | Add +127.3% | 15,620 | $1.9M |
| Linden Thomas Advisory Services, LLC | 0.15% | Add +12.2% | 15,441 | $1.9M |
| Dana Investment Advisors, Inc. | 0.05% | Add +8.6% | 15,405 | $1.9M |
| Macquarie Group Ltd. | 0.01% | Add +24.3% | 15,387 | $1.9M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -2.2% | 15,357 | $1.9M |
| Glenmede Trust Co. NA | 0.01% | Add +5.8% | 15,104 | $1.8M |
| Legato Capital Management LLC | 0.15% | Add +70.2% | 14,972 | $1.8M |
| Citigroup Inc. | 0.00% | Add +267.7% | 14,929 | $1.8M |
| Fifth Third Bancorp | 0.00% | Reduce -9.4% | 14,613 | $1.8M |
| MetLife Investment Management, LLC | 0.01% | Add +9.7% | 14,136 | $1.7M |
| Federation des caisses Desjardins du Quebec | 0.01% | Reduce -9.1% | 14,063 | $1.7M |
| Natixis Advisors, LLC | 0.00% | Reduce -1.9% | 13,492 | $1.7M |
| Sit Investment Associates Inc. | 0.03% | Add +7.4% | 13,440 | $1.6M |
| Quantinno Capital Management LP | 0.00% | Add +29.8% | 12,592 | $1.5M |
| Illinois Municipal Retirement Fund | 0.02% | Reduce -3.9% | 12,175 | $1.5M |
| Voya Investment Management LLC | 0.00% | Add +186.7% | 11,982 | $1.5M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +11.2% | 11,527 | $1.4M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +1.9% | 11,195 | $1.4M |
| Pathstone Holdings, LLC | 0.00% | Add +2.7% | 11,083 | $1.4M |
| BNP Paribas Financial Markets | 0.00% | Add +115.3% | 11,004 | $1.3M |
| Janney Montgomery Scott LLC | 0.00% | Add +4.4% | 10,984 | $1.3M |
| KLP Kapitalforvaltning As | 0.00% | Add +5.8% | 10,900 | $1.3M |
| State of Wisconsin Investment Board | 0.00% | Add +1.2% | 10,574 | $1.3M |
| SG Americas Securities, LLC | 0.00% | Reduce -25.6% | 10,555 | $1.3M |
| Louisiana State Employees Retirement System | 0.02% | No change | 10,500 | $1.3M |
| Creative Planning | 0.00% | Add +9.1% | 10,266 | $1.3M |
| Harbor Capital Advisors, Inc. | 0.08% | Add +3.1% | 10,111 | $1.2M |
| Van Eck Associates Corp. | 0.00% | Add +11.2% | 10,103 | $1.2M |
| Bank of Montreal | 0.00% | Add +12.0% | 9,688 | $1.2M |
| Advisory Research Inc. | 0.11% | Add +1.6% | 9,350 | $1.1M |
| Vanguard Global Advisers, LLC | 0.00% | Add +0.4% | 9,255 | $1.1M |
| Agp Franklin, LLC | 0.49% | Reduce -1.2% | 9,227 | $1.1M |
| New York State Common Retirement Fund | 0.00% | Reduce -23.9% | 8,685 | $1.1M |
| State of Alaska, Department of Revenue | 0.01% | Reduce -30.4% | 8,647 | $1.1M |
| Brookstone Capital Management | 0.01% | New | 8,553 | $1.0M |
| Inspire Investing, LLC | 0.04% | Add +34.3% | 8,465 | $1.0M |
| Jones Financial Companies LLLP | 0.00% | Add +2.5% | 8,198 | $1.0M |
| FMR LLC | 0.00% | Add +15.2% | 8,420 | $1.0M |
| Susquehanna Portfolio Strategies, LLC | 0.02% | Add +302.3% | 8,392 | $1.0M |
| ICW Investment Advisors LLC | 0.35% | Add +1.1% | 8,209 | $1.0M |
| Affinity Wealth Management LLC | 0.13% | Reduce -3.0% | 7,991 | $979K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Reduce -18.6% | 7,987 | $978K |
| Amundi | 0.00% | Add +250.0% | 7,840 | $960K |
| State Board of Administration of Florida Retirement System | 0.00% | Add +285.6% | 7,520 | $921K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -11.8% | 7,245 | $887K |
| Police & Firemen's Retirement System of New Jersey | 0.01% | Add +13.5% | 7,170 | $878K |
| Alps Advisors Inc. | 0.00% | Add +2.7% | 7,113 | $871K |
| HighTower Advisors, LLC | 0.00% | Reduce -25.5% | 7,093 | $869K |
| Cladis Investment Advisory, LLC | 0.40% | Reduce -12.5% | 7,000 | $857K |
| Voloridge Investment Management, LLC | 0.00% | Reduce -54.7% | 6,950 | $851K |
| Schonfeld Strategic Advisors LLC | 0.00% | New | 6,905 | $846K |
| Corient Private Wealth LP | 0.00% | Add +1.7% | 6,828 | $836K |
| Legacy Wealth Asset Management, LLC | 0.18% | Reduce -0.1% | 6,752 | $827K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +19.1% | 6,638 | $813K |
| Arizona State Retirement System | 0.00% | Add +1.8% | 6,619 | $811K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +41.5% | 6,255 | $806K |
| Amalgamated Bank | 0.01% | Reduce -4.4% | 6,456 | $791K |
| Yousif Capital Management, LLC | 0.01% | Add +0.7% | 6,348 | $778K |
| Baird Financial Group, Inc. | 0.00% | Add +0.8% | 5,909 | $724K |
| Engineers Gate Manager LP | 0.01% | New | 5,850 | $717K |
| D. E. Shaw & Co. | 0.00% | Reduce -57.4% | 5,802 | $711K |
| New York State Teachers Retirement System | 0.00% | Add +14.7% | 5,757 | $705K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +15.7% | 5,648 | $692K |
| GAMCO Investors | 0.01% | No change | 5,600 | $686K |
| Osaic Holdings, Inc. | 0.00% | Add +12.6% | 5,598 | $686K |
| Spirit of America Management Corp. | 0.13% | Add +3.7% | 5,550 | $680K |
| Oregon Public Employees Retirement Fund | 0.01% | No change | 5,448 | $667K |
| Arax Advisory Partners | 0.00% | Add +2503.9% | 5,312 | $651K |
| Freestone Grove Partners LP | 0.00% | Add +94.6% | 5,140 | $630K |
| Inspire Advisors, LLC | 0.04% | Add +25.1% | 4,966 | $608K |
| Vident Advisory, LLC | 0.00% | Reduce -3.0% | 4,934 | $604K |
| Ethic Inc. | 0.01% | Reduce -2.2% | 4,837 | $592K |
| Intech Investment Management LLC | 0.01% | Reduce -7.3% | 4,803 | $588K |
| State of Tennessee, Department of Treasury | 0.00% | No change | 4,797 | $588K |
| Wealthcare Capital Partners, LLC | 0.23% | Add +0.3% | 4,521 | $554K |
| Adell Harriman & Carpenter Inc. | 0.03% | No change | 4,500 | $551K |
| US Bancorp \de | 0.00% | Add +4.2% | 4,457 | $546K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Reduce -12.5% | 4,395 | $538K |
| Two Sigma Investments, LP | 0.00% | New | 4,280 | $524K |
| Barclays PLC | 0.00% | Reduce -9.3% | 4,243 | $520K |
| Keybank National Association | 0.00% | Reduce -0.1% | 4,195 | $514K |
| Pictet Asset Management Holding SA | 0.00% | Reduce -0.4% | 4,061 | $497K |
| First National Bank of Omaha | 0.01% | Add +0.3% | 3,960 | $485K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +5975.4% | 3,949 | $484K |
| Resona Asset Management Co.,Ltd. | 0.00% | Reduce -4.0% | 3,928 | $481K |
| Spectrum Strategic Capital Management, LLC | 0.24% | New | 3,873 | $474K |
| Intrust Bank NA | 0.03% | Reduce -16.3% | 3,794 | $465K |
| Quadrant Capital Group LLC | 0.01% | Reduce -4.7% | 3,782 | $463K |
| M&T Bank Corp | 0.00% | Add +5.1% | 3,695 | $453K |
| Cerity Partners LLC | 0.00% | Add +53.4% | 3,650 | $447K |
| Captrust Financial Advisors | 0.00% | Add +99.4% | 3,488 | $427K |
| Harbour Investments, Inc. | 0.01% | Reduce -14.3% | 3,405 | $417K |
| MML Investors Services, LLC | 0.00% | Add +15.6% | 3,323 | $407K |
| Mackenzie Financial Corp. | 0.00% | New | 3,279 | $402K |
| Folger Nolan Fleming Douglas Capital Management, Inc. | 0.03% | Reduce -0.6% | 3,230 | $396K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | No change | 3,088 | $378K |
| Bessemer Group Inc. | 0.00% | Add +1.2% | 3,029 | $372K |
| Armstrong Advisory Group, Inc. | 0.02% | No change | 3,000 | $367K |
| Nisa Investment Advisors, LLC | 0.00% | Add +14.9% | 2,823 | $348K |
| Mariner, LLC | 0.00% | Reduce -43.9% | 2,743 | $336K |
| Campbell & CO Investment Adviser LLC | 0.02% | Reduce -70.7% | 2,715 | $333K |
| Boston Family Office LLC | 0.02% | No change | 2,550 | $312K |
| Jain Global LLC | 0.00% | New | 2,538 | $311K |
| Entropy Technologies, LP | 0.01% | New | 2,496 | $306K |
| Xponance LLC | 0.00% | Add +10.5% | 2,440 | $299K |
| Park National Corp. | 0.01% | Add +2.0% | 2,351 | $288K |
| Susquehanna International Group, LLP | 0.00% | Reduce -73.3% | 2,309 | $283K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +17.6% | 2,235 | $274K |
| Ameritas Investment Partners, Inc. | 0.01% | Add +15.4% | 2,206 | $270K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +204.0% | 2,192 | $268K |
| GAMMA Investing LLC | 0.01% | Reduce -4.2% | 2,160 | $265K |
| Private Advisor Group, LLC | 0.00% | New | 2,156 | $264K |
| Franklin Resources Inc. | 0.00% | New | 2,147 | $263K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 2,050 | $251K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -18.1% | 1,970 | $243K |
| Moneta Group Investment Advisors LLC | 0.00% | Reduce -0.2% | 1,975 | $242K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 1,970 | $241K |
| &partners | 0.00% | Add +2.1% | 1,962 | $240K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -4.5% | 1,961 | $240K |
| Park Avenue Securities LLC | 0.00% | Add +0.5% | 1,946 | $238K |
| Caprock Group, LLC | 0.00% | New | 1,907 | $236K |
| Teacher Retirement System of Texas | 0.00% | New | 1,912 | $234K |
| Ellevest, Inc. | 0.03% | Reduce -9.4% | 1,921 | $234K |
| WINTON GROUP Ltd | 0.01% | New | 1,900 | $233K |
| Rockefeller Capital Management L.P. | 0.00% | Add +2.9% | 1,890 | $232K |
| DNB Asset Management AS | 0.00% | Reduce -14.8% | 1,890 | $231K |
| Personal Cfo Solutions, LLC | 0.03% | Reduce -0.1% | 1,850 | $228K |
| Evergreen Capital Management LLC | 0.00% | Reduce -0.2% | 1,730 | $213K |
| Merit Financial Group, LLC | 0.00% | New | 1,728 | $212K |
| IFM Investors Pty Ltd | 0.00% | No change | 1,677 | $205K |
| Blair William & Co. | 0.00% | New | 1,660 | $203K |
| Choreo, LLC | 0.00% | New | 1,639 | $202K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 1,560 | $191K |
| Bokf, NA | 0.00% | Add +6.3% | 1,490 | $182K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -56.2% | 1,477 | $181K |
| Ensign Peak Advisors, Inc | 0.00% | No change | 1,352 | $166K |
| Federated Hermes, Inc. | 0.00% | Add +31.5% | 1,272 | $156K |
| Byrne Asset Management LLC | 0.08% | Add +11.4% | 1,176 | $144K |
| Hantz Financial Services, Inc. | 0.00% | Add +15.5% | 1,133 | $139K |
| Advisors Asset Management, Inc. | 0.00% | Add +0.6% | 1,039 | $127K |
| Tradewinds Capital Management, LLC | 0.02% | No change | 1,018 | $125K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -5.9% | 1,002 | $123K |
| Global Retirement Partners, LLC | 0.00% | — | 959 | $117K |
| KBC Group NV | 0.00% | No change | 773 | $95K |
| Nykredit A/S | 0.00% | — | 669 | $82K |
| New Age Alpha Advisors, LLC | 0.00% | Reduce -3.7% | 623 | $76K |
| Smartleaf Asset Management LLC | 0.00% | No change | 581 | $72K |
| Allworth Financial LP | 0.00% | Add +53.2% | 544 | $67K |
| Colonial Trust Co / SC | 0.01% | Reduce -71.2% | 531 | $65K |
| SBI Okasan Asset Management Co.Ltd. | 0.00% | No change | 500 | $62K |
| Sterling Capital Management LLC | 0.00% | Reduce -13.3% | 490 | $60K |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | Reduce -12.7% | 483 | $59K |
| Rossby Financial, LCC | 0.01% | No change | 465 | $57K |
| Creative Financial Designs Inc. | 0.00% | Add +0.2% | 452 | $55K |
| Signaturefd, LLC | 0.00% | Reduce -13.0% | 403 | $49K |
| UMB Bank, n.a. | 0.00% | Add +0.5% | 399 | $49K |
| Assetmark, Inc. | 0.00% | No change | 342 | $42K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -16.1% | 339 | $42K |
| Versant Capital Management, Inc | 0.00% | Add +38.8% | 304 | $37K |
| Entrust Financial LLC | 0.02% | No change | 300 | $37K |
| First Bancorp, Inc | 0.01% | New | 300 | $37K |
| Lanark Financial, Inc. | 0.00% | No change | 255 | $31K |
| Public Employees Retirement System of Ohio | 0.00% | Add +10.7% | 239 | $29K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 228 | $28K |
| JFS Wealth Advisors, LLC | 0.00% | Add +1.8% | 225 | $28K |
| Beacon Investment Advisory Services, Inc. | 0.00% | No change | 220 | $27K |
| Ares Financial Consulting, LLC | 0.02% | No change | 216 | $26K |
| Hollencrest Capital Management | 0.00% | No change | 203 | $25K |
| Optiver Holding B.V. | 0.00% | New | 197 | $24K |
| Kemnay Advisory Services Inc. | 0.00% | Reduce -5.7% | 183 | $22K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | No change | 175 | $22K |
| Cornerstone Planning Group LLC | 0.00% | Add +0.6% | 157 | $21K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -15.0% | 164 | $20K |
| Rothschild Investment LLC | 0.00% | Add +30.6% | 158 | $19K |
| MCF Advisors LLC | 0.00% | No change | 156 | $19K |
| Centerpoint Advisors, LLC | 0.01% | Reduce -0.6% | 155 | $19K |
| Essential Partners LLC | 0.01% | Add +287.5% | 155 | $19K |
| Fortis Group Advisors, LLC | 0.00% | No change | 146 | $18K |
| Larson Financial Group LLC | 0.00% | Add +846.7% | 142 | $17K |
| IFP Advisors, Inc | 0.00% | Reduce -16.8% | 134 | $16K |
| Private Trust Co. NA | 0.00% | Reduce -7.6% | 133 | $16K |
| Parkside Financial Bank & Trust | 0.00% | Add +5.7% | 131 | $16K |
| NewEdge Advisors, LLC | 0.00% | No change | 125 | $15K |
| Huntington National Bank | 0.00% | Add +5.9% | 125 | $15K |
| Daiwa Securities Group Inc. | 0.00% | New | 124 | $15K |
| Basecamp Wealth Advisors LLC | 0.00% | Reduce -62.8% | 118 | $14K |
| Delta Asset Management LLC | 0.00% | No change | 100 | $12K |
| Retirement Wealth Solutions LLC | 0.01% | No change | 93 | $11K |
| Roble, Belko & Company, Inc | 0.00% | No change | 90 | $11K |
| SJS Investment Consulting Inc. | 0.00% | Add +2125.0% | 89 | $11K |
| Acumen Wealth Advisors, LLC | 0.00% | Add +28.1% | 82 | $10K |
| Bare Financial Services, Inc | 0.00% | Add +138.7% | 74 | $9K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 58 | $7K |
| Parallel Advisors, LLC | 0.00% | Add +51.4% | 56 | $7K |
| Fiduciary Financial Advisors | 0.00% | New | 50 | $6K |
| Pflug Koory, LLC | 0.00% | No change | 50 | $6K |
| First Horizon Corp. | 0.00% | Add +35.1% | 50 | $6K |
| First United Bank & Trust | 0.00% | No change | 38 | $5K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -43.3% | 38 | $5K |
| CBIZ Investment Advisory Services, LLC | 0.00% | No change | 36 | $5K |
| SHP Wealth Management | 0.00% | New | 35 | $4K |
| Salomon & Ludwin, LLC | 0.00% | Reduce -79.8% | 33 | $4K |
| Aventura Private Wealth, LLC | 0.00% | No change | 33 | $4K |
| Bell Investment Advisors, Inc | 0.00% | Add +60.0% | 32 | $4K |
| Quarry LP | 0.00% | Add +20.0% | 30 | $4K |
| Keating Financial Advisory Services, Inc. | 0.00% | Add +7.1% | 30 | $4K |
| Ameriflex Group, Inc. | 0.00% | New | 25 | $3K |
| TD Private Client Wealth LLC | 0.00% | No change | 25 | $3K |
| WPG Advisers, LLC | 0.00% | No change | 23 | $3K |
| CVA Family Office, LLC | 0.00% | Reduce -12.5% | 21 | $3K |
| Clearstead Advisors, LLC | 0.00% | New | 15 | $2K |
| Private Wealth Management Group, LLC | 0.00% | Reduce -51.7% | 14 | $2K |
| CoreCap Advisors, LLC | 0.00% | New | 14 | $2K |
| Fortitude Family Office, LLC | 0.00% | Reduce -7.1% | 13 | $2K |
| Covestor Ltd | 0.00% | Add +500.0% | 6 | $1K |
| CX Institutional | 0.00% | No change | 7 | $1K |
| MidFirst Bank | 0.00% | No change | 8 | $980 |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -36.4% | 7 | $857 |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 7 | $857 |
| DiNuzzo Private Wealth, Inc. | 0.00% | Add +25.0% | 5 | $613 |
| Creative Capital Management Investments LLC | 0.00% | New | 5 | $612 |
| Hughes Financial Services, LLC | 0.00% | Add +66.7% | 5 | $612 |
| HFM Investment Advisors, LLC | 0.00% | Add +300.0% | 4 | $490 |
| Ankerstar Wealth, LLC | 0.00% | No change | 3 | $369 |
| Fulcrum Asset Management LLP | 0.00% | New | 2 | $248 |
| Gilpin Wealth Management, LLC | 0.00% | Reduce -33.3% | 2 | $245 |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +100.0% | 2 | $245 |
| Davis Capital Management | 0.00% | New | 2 | $245 |
| Rialto Wealth Management, LLC | 0.00% | No change | 1 | $123 |
| LRI Investments, LLC | 0.00% | New | 1 | $122 |
| Avion Wealth | 0.00% | New | 4 | $0 |
| Evolution Advisers, Inc. | 0.00% | New | 2 | $0 |
| Navigoe, LLC | 0.00% | New | 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.