Position in BKH
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$929,479
+$66,366 QoQ
Shares Held
12,493
+0.5% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#220
of 473 holders
Holding Since
Dec 2024
7 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, 2026Roehl & Yi Investment Advisors, LLC holds $1,163,766 across 2 Utilities - Regulated Gas names. BKH ranks #1 (79.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BKH |
Black Hills Corp /Sd/
This page
|
12,493 | $929,479 | |
| 2 | ATO |
Atmos Energy Corp
|
1,360 | $234,287 |
All Filings in BKH
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $929,479 | 12,493 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $863,113 | 12,435 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $867,958 | 12,503 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $772,523 | 12,543 | Shares | Sole | 2026-05-29 | |
| 2025-06-30 | $622,036 | 11,088 | Shares | Sole | 2026-05-29 | |
| 2025-03-31 | $672,487 | 11,088 | Shares | Sole | 2026-05-29 | |
| 2024-12-31 | $644,305 | 11,010 | Shares | Sole | 2026-05-29 | |
| No filing history on record for this holder in this stock. | ||||||