SUMMIT WEALTH GROUP LLC / CO
Position in BKH — Black Hills Corp /Sd/
CIK 2081278
COLORADO SPRINGS, CO
Position in BKH
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$375,422
-$16,744 QoQ
Shares Held
5,046
-10.7% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#288
of 473 holders
Holding Since
Dec 2025
3 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, 2026SUMMIT WEALTH GROUP LLC / CO holds $375,422 across 1 Utilities - Regulated Gas name. BKH ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BKH |
Black Hills Corp /Sd/
This page
|
5,046 | $375,422 |
All Filings in BKH
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $375,422 | 5,046 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $392,166 | 5,650 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $208,121 | 2,998 | Shares | Sole | 2026-02-04 | |
| No filing history on record for this holder in this stock. | ||||||