Position in BKH
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,022,553
+$115,573 QoQ
Shares Held
13,744
+5.2% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#209
of 473 holders
Holding Since
Dec 2021
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BKH Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026D.A. DAVIDSON & CO. holds $9,965,373 across 12 Utilities - Regulated Gas names. BKH ranks #5 (10.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
|
11,217 | $1,932,352 | |
| 2 | SWX |
Southwest Gas Holdings, Inc.
|
17,641 | $1,564,403 | |
| 3 | BIPC |
Brookfield Infrastructure Corp
|
35,298 | $1,358,973 | |
| 4 | MDU |
Mdu Resources Group Inc
|
59,608 | $1,264,285 | |
| 5 | BKH |
Black Hills Corp /Sd/
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|
13,744 | $1,022,553 | |
| 6 | NI |
Nisource Inc.
|
14,037 | $667,459 | |
| 7 | OGS |
ONE Gas, Inc.
|
7,192 | $554,287 | |
| 8 | SR |
Spire Inc
|
5,500 | $429,495 |
All Filings in BKH
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,022,553 | 13,744 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $906,980 | 13,067 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,064,000 | 15,327 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $993,015 | 16,123 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $854,964 | 15,240 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $928,430 | 15,308 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $767,197 | 13,110 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $835,327 | 13,667 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $723,362 | 13,302 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $716,843 | 13,129 | Shares | Sole | 2024-05-13 | |
| 2022-03-31 | $651,358 | 8,457 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $590,176 | 8,363 | Shares | Sole | 2022-01-31 | |
| No filing history on record for this holder in this stock. | ||||||