Position in BKH
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$87,132,665
+$7,916,978 QoQ
Shares Held
1,171,138
+2.6% QoQ
Ownership
1.54%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#19
of 473 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 91%
Shared 8%
None 1%
Common Shares in BKH Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026DIMENSIONAL FUND ADVISORS LP holds $1,347,352,740 across 15 Utilities - Regulated Gas names. BKH ranks #7 (6.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NJR |
New Jersey Resources Corp
|
4,313,917 | $241,751,907 | |
| 2 | MDU |
Mdu Resources Group Inc
|
10,435,060 | $221,327,620 | |
| 3 | ATO |
Atmos Energy Corp
|
768,834 | $132,447,030 | |
| 4 | NI |
Nisource Inc.
|
2,607,612 | $123,991,949 | |
| 5 | UGI |
Ugi Corp /Pa/
|
2,980,373 | $102,942,080 | |
| 6 | SWX |
Southwest Gas Holdings, Inc.
|
1,058,783 | $93,892,874 | |
| 7 | BKH |
Black Hills Corp /Sd/
This page
|
1,171,138 | $87,132,665 | |
| 8 | SR |
Spire Inc
|
1,029,256 | $80,374,598 |
All Filings in BKH
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $87,132,665 | 1,171,138 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $79,215,687 | 1,141,272 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $77,969,972 | 1,123,163 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $67,705,454 | 1,099,293 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $60,440,512 | 1,077,371 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $65,618,809 | 1,081,926 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $60,721,637 | 1,037,622 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $61,128,248 | 1,000,135 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $53,210,664 | 978,497 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $49,114,827 | 899,539 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $47,086,101 | 872,773 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $45,051,354 | 890,519 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $54,517,822 | 904,710 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $56,636,979 | 897,575 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $61,989,584 | 881,285 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $55,816,494 | 824,103 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $57,107,201 | 784,763 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $57,656,401 | 748,590 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $49,296,814 | 698,552 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $43,777,673 | 697,541 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $44,498,321 | 678,018 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $45,297,035 | 678,404 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $42,680,896 | 694,563 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $38,045,083 | 711,256 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $42,534,378 | 750,695 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $48,612,920 | 759,221 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||