Position in BKH
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$31,365,103
+$3,649,274 QoQ
Shares Held
421,574
+5.6% QoQ
Ownership
0.553%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#37
of 473 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 79%
Shared 0%
None 21%
Common Shares in BKH Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026UBS Group AG holds $448,994,748 across 16 Utilities - Regulated Gas names. BKH ranks #5 (7.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
|
713,094 | $122,844,701 | |
| 2 | NI |
Nisource Inc.
|
2,046,373 | $97,305,034 | |
| 3 | UGI |
Ugi Corp /Pa/
|
1,091,353 | $37,695,331 | |
| 4 | SR |
Spire Inc
|
463,283 | $36,177,769 | |
| 5 | BKH |
Black Hills Corp /Sd/
This page
|
421,574 | $31,365,103 | |
| 6 | NJR |
New Jersey Resources Corp
|
471,597 | $26,428,295 | |
| 7 | SWX |
Southwest Gas Holdings, Inc.
|
269,891 | $23,933,933 | |
| 8 | MDU |
Mdu Resources Group Inc
|
1,006,027 | $21,337,831 |
All Filings in BKH
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $31,365,103 | 421,574 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $27,715,829 | 399,306 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $39,723,998 | 572,227 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $18,893,532 | 306,763 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $15,163,997 | 270,303 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $24,783,287 | 408,628 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $18,263,974 | 312,098 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $9,873,813 | 161,548 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $6,786,623 | 124,800 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $11,794,255 | 216,012 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $4,422,981 | 81,983 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $5,843,802 | 115,513 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $6,637,397 | 110,146 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $9,355,457 | 148,264 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $9,707,974 | 138,015 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $6,305,188 | 93,093 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $7,661,516 | 105,284 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $9,236,545 | 119,924 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $10,243,234 | 145,150 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $5,429,995 | 86,520 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $4,737,238 | 72,181 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $5,641,329 | 84,489 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $2,392,124 | 38,928 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $1,761,799 | 32,937 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $1,698,950 | 29,985 | Shares | Defined | 2020-07-31 | |
| 2020-03-31 | $1,852,067 | 28,925 | Shares | Defined | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||