Stock ownership · SEC 13F · Q4 2025

CHESAPEAKE UTILS CORP

A breakdown of CHESAPEAKE UTILS CORP's institutional base (CUSIP 165303108): the holders, the concentration among them, and what changed last quarter.

$3.1M
Reported value
3
Institutions
100%
Top-5 share

The verdict

$3.1M of CHESAPEAKE UTILS CORP is reported by 3 institutions as of Q4 2025; ownership is held overwhelmingly by a small core of institutions.

3
institutions hold it
$3.1M
reported 13F value
100%
held by top 5

Based on long positions reported to the SEC as of Q4 2025; 13F omits shorts, options and non-US holdings.

How 13F ownership is computed · All tracked stocks · Concentration rankings

SEC Form 13F-HR ownership desk

CUSIP 165303108 · Q4 2025 $3M reported

VALUE-TRACE · HOLDERS-FOCUS · CONC-DOM · PHOTO-UNK · ACTIVITY-LIGHT · BOOK-MID

  • VALUE-TRACE $3.1M
  • HOLDERS-FOCUS 3 filers
  • CONC-DOM 100% top-5
  • PHOTO-UNK No peer
  • ACTIVITY-LIGHT 2 new
  • BOOK-MID 7Q history

Read with: Ownership concentration guide - CHESAPEAKE UTILS CORP's top-five holders account for 100% of reported value — read concentration before treating any single filer as a signal.

Largest institutional holders of CHESAPEAKE UTILS CORP
  1. 1
    Anchor Investment Management, LLC $3.1M
  2. 2
    Bell Investment Advisors, Inc $3K
  3. 3
    MidFirst Bank $998

Top 3 reported holders by value · Q4 2025

Institutional ownership over time

The number of institutions reporting a CHESAPEAKE UTILS CORP position has risen from 2 to 3 over the last 7 quarters of 13F filings.

012345 Q1'24Q2'24Q3'24Q1'25Q2'25Q3'25Q4'25 3
Distinct 13F filers holding CHESAPEAKE UTILS CORP, by quarter

Top Institutional Holders

# Institution Shares Value Share of reported
1 Anchor Investment Management, LLC 25,017 $3.1M 99.9%
2 Bell Investment Advisors, Inc 23 $3K 0.1%
3 MidFirst Bank 8 $998 0.0%

Investment Discretion

SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among CHESAPEAKE UTILS CORP's reported holders for Q4 2025, by reported value:

Sole discretion (SOLE)
100.0%

Latest Quarter Activity · Q4 2025

New positions (2)

Anchor Investment Management, LLC $3.1M
MidFirst Bank $998

Complete exits (3)

CIBC Bancorp USA Inc. exited
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) exited
CIBC Private Wealth Group LLC exited

Frequently Asked Questions

How many institutions hold CHESAPEAKE UTILS CORP?▼
CHESAPEAKE UTILS CORP is held by 3 institutional investors per the latest SEC Form 13F filings as of Q4 2025.
What is the total institutional value of CHESAPEAKE UTILS CORP?▼
Institutions report $3.1M of CHESAPEAKE UTILS CORP as of Q4 2025.
How concentrated is ownership of CHESAPEAKE UTILS CORP?▼
The top five institutional holders account for 100% of the reported institutional value in CHESAPEAKE UTILS CORP, making ownership held overwhelmingly by a small core of institutions.
Who is the largest institutional holder of CHESAPEAKE UTILS CORP?▼
Anchor Investment Management, LLC is the largest reported holder of CHESAPEAKE UTILS CORP with $3.1M across 25,017 shares as of Q4 2025.

Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q4 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.

PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.