Position in BKH
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$5,103,914
+$1,837,202 QoQ
Shares Held
68,601
+45.8% QoQ
Ownership
0.090%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#106
of 477 holders
Holding Since
Sep 2021
20 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in BKH Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026Creative Planning holds $73,139,055 across 15 Utilities - Regulated Gas names. BKH ranks #4 (7.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
|
150,531 | $25,931,974 | |
| 2 | NI |
Nisource Inc.
|
319,106 | $15,173,489 | |
| 3 | MDU |
Mdu Resources Group Inc
|
307,937 | $6,531,342 | |
| 4 | BKH |
Black Hills Corp /Sd/
This page
|
68,601 | $5,103,914 | |
| 5 | OGS |
ONE Gas, Inc.
|
60,127 | $4,633,986 | |
| 6 | UGI |
Ugi Corp /Pa/
|
117,883 | $4,071,678 | |
| 7 | SWX |
Southwest Gas Holdings, Inc.
|
32,279 | $2,862,501 | |
| 8 | NJR |
New Jersey Resources Corp
|
41,222 | $2,310,080 |
All Filings in BKH
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,103,914 | 68,601 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $3,266,712 | 47,064 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $3,314,805 | 47,750 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,310,732 | 37,518 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,432,232 | 25,530 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $1,511,701 | 24,925 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,487,695 | 25,422 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,499,701 | 24,537 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $1,281,788 | 23,571 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $1,015,068 | 18,591 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $841,834 | 15,604 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $683,875 | 13,518 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $650,265 | 10,791 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $713,471 | 11,307 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $472,614 | 6,719 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $528,632 | 7,805 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $498,983 | 6,857 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $328,798 | 4,269 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $265,766 | 3,766 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $238,048 | 3,793 | Shares | Sole | 2021-11-10 | |
| No filing history on record for this holder in this stock. | ||||||