Position in BKH
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$2,940,734
-$271,352 QoQ
Shares Held
39,526
-14.6% QoQ
Ownership
0.052%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#135
of 473 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BKH Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026Synergy Asset Management, LLC holds $5,990,270 across 2 Utilities - Regulated Gas names. BKH ranks #2 (49.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UGI |
Ugi Corp /Pa/
|
88,290 | $3,049,536 | |
| 2 | BKH |
Black Hills Corp /Sd/
This page
|
39,526 | $2,940,734 |
All Filings in BKH
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,940,734 | 39,526 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $3,212,086 | 46,277 | Shares | Sole | 2026-05-13 | |
| No filing history on record for this holder in this stock. | ||||||