Position in BKH
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$3,266,712
-$48,093 QoQ
Shares Held
47,064
-1.4% QoQ
Ownership
0.062%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
19 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 Mar 31, 2026Creative Planning holds $60,101,587 across 15 Utilities - Regulated Gas names. BKH ranks #5 (5.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
|
131,487 | $24,288,278 | |
| 2 | NI |
Nisource Inc.
|
209,105 | $9,756,839 | |
| 3 | MDU |
Mdu Resources Group Inc
|
301,011 | $6,236,947 | |
| 4 | OGS |
ONE Gas, Inc.
|
47,339 | $4,077,308 | |
| 5 | BKH |
Black Hills Corp /Sd/
This page
|
47,064 | $3,266,712 | |
| 6 | UGI |
Ugi Corp /Pa/
|
81,193 | $2,957,049 | |
| 7 | SWX |
Southwest Gas Holdings, Inc.
|
25,389 | $2,206,304 | |
| 8 | SR |
Spire Inc
|
15,466 | $1,400,291 |
All Filings in BKH
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||