Institutional Ownership Chesapeake Utilities Corp (CPK)
This table provides information about the institutional ownership of Chesapeake Utilities Corp (CPK). We have compiled data on the 334 institutions that hold shares in the stock, with a total of 19.5 Million shares, which have been reported (via 13F filing form) to have a value of $2.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
411
shares
|
$50,462
0.0% of portfolio
|
Q1 2025
Added 55.68%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
407
shares
|
$49,971
0.02% of portfolio
|
Q2 2022
Reduced 3.33%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
401
shares
|
$49,234
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
390
shares
|
$47,884
0.0% of portfolio
|
Q1 2025
Reduced 44.05%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
340
shares
|
$41,745
0.0% of portfolio
|
Q4 2024
Added 3.98%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
317
shares
|
$38,921
0.0% of portfolio
|
Q1 2025
Added 1.28%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
309
shares
|
$37,939
0.0% of portfolio
|
Q2 2025
Added 1.31%
|
|
|
Byrne Asset Management LLC
|
Jul 09, 2025 Q2 2025 |
300
shares
|
$36,834
0.03% of portfolio
|
Q2 2025
Added 11.11%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
272
shares
|
$33,396
0.0% of portfolio
|
Q1 2025
Reduced 46.25%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
256
shares
|
$31,431
0.0% of portfolio
|
Q2 2025
Reduced 18.73%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
230
shares
|
$28,239
0.0% of portfolio
|
Q1 2025
Reduced 1.29%
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
228
shares
|
$27,993
0.0% of portfolio
|
Q1 2025
Reduced 83.47%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
220
shares
|
$27,011
0.0% of portfolio
|
Q1 2025
Reduced 32.52%
|
|
|
Public Employees Retirement System Of Ohio
Columbus, OH |
Jul 15, 2025 Q2 2025 |
215
shares
|
$26,397
0.0% of portfolio
|
Q2 2025
Reduced 5.7%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
211
shares
|
$25,906
0.0% of portfolio
|
Q2 2025
Reduced 9.83%
|
|
|
Hollencrest Capital Management
|
May 02, 2025 Q1 2025 |
203
shares
|
$24,924
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
200
shares
|
$24,556
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cbiz Investment Advisory Services, LLC
|
Jun 03, 2025 Q1 2025 |
193
shares
|
$23,696
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
May 09, 2025 Q1 2025 |
175
shares
|
$21,486
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
175
shares
|
$21,486
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
166
shares
|
$20,381
0.0% of portfolio
|
Q1 2025
Added 0.61%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
165
shares
|
$20,258
0.0% of portfolio
|
Q1 2025
Reduced 99.97%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
164
shares
|
$20,135
0.0% of portfolio
|
Q4 2024
Added 0.61%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
161
shares
|
$19,767
0.0% of portfolio
|
Q2 2023
Added 0.63%
|
|
|
Centerpoint Advisors, LLC
|
May 12, 2025 Q1 2025 |
158
shares
|
$19,399
0.01% of portfolio
|
Q3 2024
Added 20.61%
|