Dean Capital Bets Big on Energy Delivery With a 28,000 Share Investment in Chesapeake Utilities (CPK) Worth $3.5 Million

1 month ago 25

Cory Renauer, The Motley Fool

Sun, February 22, 2026 astatine 11:45 AM CST 4 min read

According to a new 13F filing with the Securities and Exchange Commission dated Feb. 20, 2026, Dean Capital Management disclosed a caller presumption successful Chesapeake Utilities Corporation (NYSE:CPK), acquiring 27,851 shares. The estimated worth of the commercialized was $3.47 million, calculated utilizing the mean closing terms for the quarter. The stake’s quarter-end worth besides totaled $3.47 million, reflecting some the stock summation and marketplace question during the period.

This caller presumption accounts for 1.48% of Dean Capital Management’s reportable U.S. equity assets nether management
Top 5 holdings aft the filing:
- NYSE:HP: $4.14 cardinal (1.8% of AUM)
- UNK:BELFB: $3.99 cardinal (1.7% of AUM)
- NASDAQ:SHOO: $3.98 cardinal (1.7% of AUM)
- NASDAQ:VIAV: $3.95 cardinal (1.7% of AUM)
- NASDAQ:AEIS: $3.94 cardinal (1.7% of AUM)
As of Feb. 20, 2026, shares of Chesapeake Utilities were priced astatine $134.39, up 11.1% implicit the past year, underperforming the S&P 500 by 1.87 percent points
The company’s indicated dividend output was 2.0% arsenic of the aforesaid date

Metric

Value

Price (as of marketplace adjacent 2/20/26)	$134.39
Market capitalization	$3.18 billion
Revenue (TTM)	$886.15 million
Net income (TTM)	$130.85 million

Provides regulated earthy state and electrical distribution, regulated and unregulated state transmission, propane operations, and energy-related services crossed the eastbound United States.
Generates gross chiefly from regulated inferior operations, supplemented by unregulated vigor services specified arsenic propane, earthy state supply, and infrastructure solutions.
Serves residential, commercial, and concern customers successful Delaware, Maryland, Florida, Ohio, and the Mid-Atlantic region.

Chesapeake Utilities Corporation is simply a diversified vigor transportation institution with a absorption connected regulated and unregulated inferior services. Its strategy leverages a balanced portfolio of earthy gas, electric, and propane operations to service a wide geographic footprint.

Dean Capital’s caller Chesapeake presumption isn’t the lone caller stake the steadfast made connected inferior businesses during the 4th quarter. It besides added caller shares of Portland General Electric (NYSE:POR) worthy astir 3.8 cardinal to the portfolio. Its caller Portland General Electric presumption is the portfolio’s sixth largest retired of astir 125 holdings. Its caller Chesapeake Utilities presumption is the portfolio’s 11th largest.

Chesapeake Utilities plans to study results for the 4th fourth of 2025 connected Feb. 25 aft the marketplace closes. When it does, Dean Capital volition astir apt look for a continuation of nett maturation that’s been overmuch faster than you’d expect from a utilities business. During the archetypal 9 months of the year, the institution reported adjusted nett income that roseate 10.1% twelvemonth implicit twelvemonth to $4.03 per share. On an adjusted basis, net per stock grew 8.0% twelvemonth implicit year.

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