Position in BKH
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$589,360
-$15,912 QoQ
Shares Held
8,491
-2.6% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
6 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, 2026EP Wealth Advisors, LLC holds $1,688,547 across 3 Utilities - Regulated Gas names.
All Filings in BKH
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $589,360 | 8,491 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $605,272 | 8,719 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $409,530 | 7,300 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $427,582 | 7,050 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $206,458 | 3,528 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $203,590 | 3,331 | Shares | Sole | 2024-11-15 | |
| No filing history on record for this holder in this stock. | ||||||