Position in BKH
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$26,263
+$19,739 QoQ
Shares Held
353
+275.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#407
of 473 holders
Holding Since
Mar 2025
6 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, 2026True Wealth Design, LLC holds $193,488 across 12 Utilities - Regulated Gas names. BKH ranks #4 (13.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UGI |
Ugi Corp /Pa/
|
1,337 | $46,179 | |
| 2 | ATO |
Atmos Energy Corp
|
241 | $41,517 | |
| 3 | OGS |
ONE Gas, Inc.
|
373 | $28,747 | |
| 4 | BKH |
Black Hills Corp /Sd/
This page
|
353 | $26,263 | |
| 5 | SWX |
Southwest Gas Holdings, Inc.
|
191 | $16,937 | |
| 6 | NJR |
New Jersey Resources Corp
|
227 | $12,721 | |
| 7 | NI |
Nisource Inc.
|
256 | $12,172 | |
| 8 | CTRI |
Centuri Holdings, Inc.
|
145 | $4,384 |
All Filings in BKH
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $26,263 | 353 | Shares | Sole | 2026-07-16 | |
| 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. | ||||||