Position in BKH
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$6,524
-$1 QoQ
Shares Held
94
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in BKH Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Mar 31, 2026True Wealth Design, LLC holds $85,010 across 12 Utilities - Regulated Gas names. BKH ranks #5 (7.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UGI |
Ugi Corp /Pa/
|
561 | $20,431 | |
| 2 | ATO |
Atmos Energy Corp
|
101 | $18,656 | |
| 3 | SWX |
Southwest Gas Holdings, Inc.
|
148 | $12,861 | |
| 4 | OGS |
ONE Gas, Inc.
|
124 | $10,680 | |
| 5 | BKH |
Black Hills Corp /Sd/
This page
|
94 | $6,524 | |
| 6 | BIPC |
Brookfield Infrastructure Corp
|
128 | $5,058 | |
| 7 | CTRI |
Centuri Holdings, Inc.
|
160 | $4,673 | |
| 8 | NI |
Nisource Inc.
|
95 | $4,432 |
All Filings in BKH
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,524 | 94 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $6,525 | 94 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $5,851 | 95 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $56 | 1 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $60 | 1 | Shares | Sole | 2025-05-13 | |
| No filing history on record for this holder in this stock. | ||||||