Position in BKH
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$294,769
+$122,709 QoQ
Shares Held
3,962
+59.8% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#314
of 466 holders
Holding Since
Jun 2022
17 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, 2026EverSource Wealth Advisors, LLC holds $2,238,303 across 15 Utilities - Regulated Gas names. BKH ranks #4 (13.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
|
3,146 | $541,956 | |
| 2 | UGI |
Ugi Corp /Pa/
|
13,615 | $470,257 | |
| 3 | NI |
Nisource Inc.
|
7,332 | $348,631 | |
| 4 | BKH |
Black Hills Corp /Sd/
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|
3,962 | $294,769 | |
| 5 | SR |
Spire Inc
|
2,129 | $166,249 | |
| 6 | OGS |
ONE Gas, Inc.
|
1,739 | $134,019 | |
| 7 | SWX |
Southwest Gas Holdings, Inc.
|
729 | $64,645 | |
| 8 | NJR |
New Jersey Resources Corp
|
946 | $53,011 |
All Filings in BKH
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $294,769 | 3,962 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $172,060 | 2,479 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $141,542 | 2,039 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $97,557 | 1,584 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $204,314 | 3,642 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $174,671 | 2,880 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $170,818 | 2,919 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $164,839 | 2,697 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $162,757 | 2,993 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $34,615 | 634 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $78,873 | 1,462 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $77,502 | 1,532 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $14,763 | 245 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $11,357 | 180 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $36,646 | 521 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $5,079 | 75 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $71,241 | 979 | Shares | Sole | 2022-08-01 | |
| No filing history on record for this holder in this stock. | ||||||