13FBOX
CHESAPEAKE UTILS CORP · 13F Institutional Holdings
Options Calculator Rankings

CHESAPEAKE UTILS CORP

CPK
Institutions
330
Combined AUM (Q2 2026)
$2.73B
Combined Shares (Q2 2026)
22.2M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+1.6M
183 · 39 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-892,988
141 · 46 Exit · ≈
⚖️ Net
+706,016
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$2.73B
Institutions
330
New Buys
39
Adds
144
Reduces
95
Exits
46
Unchanged
52
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
BlackRock, Inc.
0.01%0.01%#109$459.2M3.7M$452.6M3.6M+167,754+4.68%Add
T. Rowe Price Investment Management, Inc.
0.2%0.21%#22$305.4M2.5M$300.6M2.4M+114,318+4.81%Add
STATE STREET CORP
<0.01%0.01%#127$165.3M1.3M$157.9M1.2M+99,672+8.02%Add
Neuberger Berman Group LLC
0.09%0.1%#33$134.5M1.1M$136.4M1.1M+19,294+1.79%Add
VANGUARD CAPITAL MANAGEMENT LLC
<0.01%<0.01%#165$132.5M1.1M$134.1M1.1M+21,195+2.00%Add
WELLINGTON MANAGEMENT GROUP LLP
0.02%0.02%#71$115.1M939,774$113.7M900,020+39,754+4.42%Add
VANGUARD PORTFOLIO MANAGEMENT LLC
<0.01%0.01%#128$104.2M850,515$99.9M790,706+59,809+7.56%Add
ALLIANCEBERNSTEIN L.P.
0.03%0.03%#55$89.0M704,427$95.5M765,775-61,348-8.01%Reduce
GEODE CAPITAL MANAGEMENT, LLC
<0.01%<0.01%#143$76.4M623,922$72.4M572,539+51,383+8.97%Add
Invesco Ltd.
0.01%0.01%#124$67.5M550,834$60.9M481,597+69,237+14.38%Add
JENNISON ASSOCIATES LLC
0.03%0.04%#50$56.0M457,461$60.0M474,863-17,402-3.66%Reduce
Copeland Capital Management, LLC
1.12%1.32%#5$54.6M445,383$59.2M468,656-23,273-4.97%Reduce
DIMENSIONAL FUND ADVISORS LP
0.01%0.01%#90$54.3M443,510$55.3M437,225+6,285+1.44%Add
MORGAN STANLEY
<0.01%<0.01%#175$45.2M368,781$44.9M333,487+35,294+10.58%Add
Boston Trust Walden Corp
0.28%0.33%#18$37.1M302,719$40.3M318,828-16,109-5.05%Reduce
FIRST TRUST ADVISORS LP
0.02%0.03%#69$35.9M293,078$39.1M309,029-15,951-5.16%Reduce
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC
0.49%0.48%#12$35.5M289,803$32.5M256,816+32,987+12.84%Add
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
<0.01%0.01%#129$34.5M281,582$34.7M274,406+7,176+2.62%Add
NORTHERN TRUST CORP
<0.01%<0.01%#146$34.2M278,825$32.8M259,309+19,516+7.53%Add
Qube Research & Technologies Ltd
0.03%0.02%#59$29.4M240,408$18.6M146,822+93,586+63.74%Add
GOLDMAN SACHS GROUP INC
<0.01%<0.01%#173$28.4M231,779$32.7M258,877-27,098-10.47%Reduce
Bank of New York Mellon Corp
<0.01%<0.01%#140$25.9M211,748$25.7M203,153+8,595+4.23%Add
Energy Income Partners, LLC
0.39%0.35%#15$25.1M204,771$21.9M173,654+31,117+17.92%Add
MERCER GLOBAL ADVISORS INC /ADV
0.03%0.03%#60$21.8M177,783$19.9M157,336+20,447+13.00%Add
Jupiter Topco LLC
0.01%#99$19.7M161,176$00+161,176New Buy
VANGUARD FIDUCIARY TRUST CO
<0.01%0.01%#138$19.5M158,959$19.8M156,786+2,173+1.39%Add
Legal & General Group Plc
<0.01%<0.01%#153$16.4M134,121$16.8M133,185+936+0.70%Add
ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#152$15.1M123,171$15.9M125,507-2,336-1.86%Reduce
Tributary Capital Management, LLC
1.2%1.5%#3$14.5M118,708$15.4M122,242-3,534-2.89%Reduce
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.
0.02%0.02%#68$14.4M117,674$9.6M75,997+41,677+54.84%Add
JPMORGAN CHASE & CO
<0.01%<0.01%#242$14.3M114,531$23.2M184,008-69,477-37.76%Reduce
PRINCIPAL FINANCIAL GROUP INC
0.01%0.01%#106$14.2M116,021$14.6M115,157+864+0.75%Add
UBS Group AG
<0.01%<0.01%#196$13.2M107,880$12.8M101,250+6,630+6.55%Add
SCHRODER INVESTMENT MANAGEMENT GROUP
0.01%0.01%#98$11.4M91,913$11.0M87,420+4,493+5.14%Add
AQR CAPITAL MANAGEMENT LLC
<0.01%<0.01%#148$10.9M88,893$1.9M15,310+73,583+480.62%Add
Curi Capital, LLC
0.16%0.19%#26$10.4M84,099$10.7M84,377-278-0.33%Reduce
PUBLIC SECTOR PENSION INVESTMENT BOARD
0.03%0.03%#62$10.1M82,467$10.7M84,637-2,170-2.56%Reduce
Nuveen, LLC
<0.01%<0.01%#176$10.0M81,330$10.0M79,472+1,858+2.34%Add
VICTORY CAPITAL MANAGEMENT INC
0.01%0.01%#126$9.4M76,529$9.0M71,028+5,501+7.74%Add
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
<0.01%<0.01%#204$8.1M66,220$8.3M65,669+551+0.84%Add
RHUMBLINE ADVISERS
0.01%0.01%#116$7.7M62,755$8.6M68,134-5,379-7.89%Reduce
EXCHANGE TRADED CONCEPTS, LLC
0.03%0.07%#48$7.6M62,053$9.2M73,101-11,048-15.11%Reduce
SEI INVESTMENTS CO
0.01%0.01%#110$7.6M61,876$8.1M64,412-2,536-3.94%Reduce
ProShare Advisors LLC
0.01%0.01%#85$7.4M60,182$6.6M52,600+7,582+14.41%Add
WELLS FARGO & COMPANY/MN
<0.01%<0.01%#230$6.6M53,668$5.3M41,737+11,931+28.59%Add
AMERICAN CENTURY COMPANIES INC
<0.01%#163$6.4M52,643$00+52,643New Buy
STRS OHIO
0.02%0.03%#64$6.3M51,600$7.6M59,800-8,200-13.71%Reduce
Edgestream Partners, L.P.
0.19%#24$6.3M51,261$00+51,261New Buy
BANK OF AMERICA CORP /DE/
<0.01%<0.01%#278$6.2M50,451$7.9M62,535-12,084-19.32%Reduce
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC
0.06%0.08%#38$6.1M50,167$6.6M52,539-2,372-4.51%Reduce

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow