Waverly Advisors, LLC

Position in BKH — Black Hills Corp /Sd/

CIK 1568787 BIRMINGHAM, AL

Position in BKH

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$4,381,118

+$262,815 QoQ

Shares Held

58,886

-0.8% QoQ

Ownership

0.077%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#108

of 473 holders

Holding Since

Jun 2024

9 quarters on record

Voting authority Sole 9% Shared 0% None 91%

Utilities · as of Jun 30, 2026

Waverly Advisors, LLC holds $9,955,389 across 5 Utilities - Regulated Gas names. BKH ranks #1 (44.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BKH	Black Hills Corp /Sd/ This page	58,886	$4,381,118
2	NI	Nisource Inc.	69,115	$3,286,417
3	ATO	Atmos Energy Corp	6,749	$1,162,650
4	UGI	Ugi Corp /Pa/	17,742	$612,808
5	BIPC	Brookfield Infrastructure Corp	13,309	$512,396

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,381,118	58,886	-0.8%	Shares	Sole	2026-08-14
2026-03-31	$4,118,303	59,333	+1.0%	Shares	Sole	2026-05-15
2025-12-31	$4,078,563	58,752	+2.8%	Shares	Sole	2026-02-17
2025-09-30	$3,518,575	57,129	+6.4%	Shares	Sole	2025-11-14
2025-06-30	$3,013,018	53,708	+13.6%	Shares	Sole	2025-08-14
2025-03-31	$2,866,561	47,264	+7.9%	Shares	Sole	2025-05-15
2024-12-31	$2,562,356	43,786	+6.5%	Shares	Sole	2025-02-14
2024-09-30	$2,512,948	41,115	+20.3%	Shares	Sole	2024-11-14
2024-06-30	$1,859,088	34,187	—	Shares	Sole	2024-08-14
No filing history on record for this holder in this stock.