Position in BKH
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$3,427,882
+$97,527 QoQ
Shares Held
49,386
+2.9% QoQ
Ownership
0.065%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 3.0453974810675093.ToString("F0")%
Shared 0.ToString("F0")%
None 96.95460251893249.ToString("F0")%
Common Shares in BKH Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Mar 31, 2026CWM, LLC holds $44,602,195 across 16 Utilities - Regulated Gas names. BKH ranks #3 (7.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NI |
Nisource Inc.
|
642,746 | $29,990,528 | |
| 2 | ATO |
Atmos Energy Corp
|
19,502 | $3,602,409 | |
| 3 | BKH |
Black Hills Corp /Sd/
This page
|
49,386 | $3,427,882 | |
| 4 | SR |
Spire Inc
|
18,208 | $1,648,552 | |
| 5 | SWX |
Southwest Gas Holdings, Inc.
|
15,578 | $1,353,728 | |
| 6 | OGS |
ONE Gas, Inc.
|
13,411 | $1,155,089 | |
| 7 | NJR |
New Jersey Resources Corp
|
19,636 | $1,078,409 | |
| 8 | UGI |
Ugi Corp /Pa/
|
19,725 | $718,384 |
All Filings in BKH
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,427,882 | 49,386 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $3,330,355 | 47,974 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $2,642,395 | 42,903 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $503,160 | 8,969 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $355,590 | 5,863 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $418,066 | 7,144 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $390,312 | 6,386 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $252,867 | 4,650 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $125,088 | 2,291 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $110,381 | 2,046 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $15,581 | 308 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $30,491 | 506 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $31,613 | 501 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $28,909 | 411 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $34,203 | 505 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $32,819 | 451 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $34,736 | 451 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $14,114 | 200 | Shares | Sole | 2022-01-31 | |
| 2021-06-30 | $1,840,396 | 28,042 | Shares | Sole | 2021-09-15 | |
| 2021-03-31 | $1,872,364 | 28,042 | Shares | Sole | 2021-09-15 | |
| 2020-12-31 | $1,723,180 | 28,042 | Shares | Sole | 2021-09-15 | |
| 2020-09-30 | $1,499,966 | 28,042 | Shares | Sole | 2021-09-15 | |
| 2020-06-30 | $1,588,859 | 28,042 | Shares | Sole | 2021-09-15 | |
| 2020-03-31 | $1,795,529 | 28,042 | Shares | Sole | 2021-09-15 | |
| No filing history on record for this holder in this stock. | ||||||