Position in BKH
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$4,023,836
+$668,490 QoQ
Shares Held
57,972
+19.9% QoQ
Ownership
0.076%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in BKH Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Mar 31, 2026LPL Financial LLC holds $95,592,288 across 14 Utilities - Regulated Gas names. BKH ranks #5 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
|
194,277 | $35,886,847 | |
| 2 | UGI |
Ugi Corp /Pa/
|
443,772 | $16,162,176 | |
| 3 | NI |
Nisource Inc.
|
337,484 | $15,747,003 | |
| 4 | NJR |
New Jersey Resources Corp
|
94,140 | $5,170,168 | |
| 5 | BKH |
Black Hills Corp /Sd/
This page
|
57,972 | $4,023,836 | |
| 6 | MDU |
Mdu Resources Group Inc
|
170,021 | $3,522,835 | |
| 7 | SPH |
Suburban Propane Partners LP
|
139,676 | $2,750,220 | |
| 8 | BIPC |
Brookfield Infrastructure Corp
|
69,446 | $2,744,505 |
All Filings in BKH
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,023,836 | 57,972 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $3,355,346 | 48,334 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $2,897,008 | 47,037 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,170,901 | 38,697 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $2,413,991 | 39,802 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,907,225 | 32,591 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $1,782,809 | 29,169 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $1,549,123 | 28,487 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $1,411,464 | 25,851 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,253,851 | 23,241 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,327,633 | 26,243 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,846,065 | 30,635 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $1,802,640 | 28,568 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $2,051,606 | 29,167 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,853,092 | 27,360 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,078,020 | 28,556 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $2,496,295 | 32,411 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $2,373,339 | 33,631 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,045,662 | 32,595 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,034,333 | 30,997 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $2,106,059 | 31,542 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,605,872 | 26,133 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,104,942 | 20,657 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $1,082,659 | 19,108 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $1,047,402 | 16,358 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||