Position in BKH
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$320,068
+$259,196 QoQ
Shares Held
4,302
+390.5% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#305
of 473 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in BKH Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026NewEdge Advisors, LLC holds $61,157,572 across 15 Utilities - Regulated Gas names. BKH ranks #9 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NI |
Nisource Inc.
|
1,070,157 | $50,885,965 | |
| 2 | UGI |
Ugi Corp /Pa/
|
93,195 | $3,218,955 | |
| 3 | ATO |
Atmos Energy Corp
|
15,376 | $2,648,823 | |
| 4 | MDU |
Mdu Resources Group Inc
|
81,638 | $1,731,541 | |
| 5 | BIPC |
Brookfield Infrastructure Corp
|
24,279 | $934,741 | |
| 6 | NJR |
New Jersey Resources Corp
|
8,085 | $453,083 | |
| 7 | SWX |
Southwest Gas Holdings, Inc.
|
4,051 | $359,242 | |
| 8 | OGS |
ONE Gas, Inc.
|
4,163 | $320,842 |
All Filings in BKH
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $320,068 | 4,302 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $60,872 | 877 | Shares | Sole | 2026-06-03 | |
| 2025-12-31 | $267,544 | 3,854 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $54,199 | 880 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $49,368 | 880 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $202,874 | 3,345 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $106,857 | 1,826 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $53,663 | 878 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $20,229 | 372 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $15,015 | 275 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $14,836 | 275 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $13,760 | 272 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $16,089 | 267 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $24,356 | 386 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $78,569 | 1,117 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||