Position in BKH
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$6,816,898
+$2,872,607 QoQ
Shares Held
91,625
+61.2% QoQ
Ownership
0.120%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#88
of 473 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in BKH Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026WELLS FARGO & COMPANY/MN holds $492,423,174 across 16 Utilities - Regulated Gas names. BKH ranks #9 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
|
1,204,326 | $207,469,239 | |
| 2 | NJR |
New Jersey Resources Corp
|
2,343,079 | $131,306,144 | |
| 3 | NI |
Nisource Inc.
|
822,363 | $39,103,358 | |
| 4 | BIPC |
Brookfield Infrastructure Corp
|
888,899 | $34,222,611 | |
| 5 | MDU |
Mdu Resources Group Inc
|
808,790 | $17,154,433 | |
| 6 | OGS |
ONE Gas, Inc.
|
182,606 | $14,073,441 | |
| 7 | UGI |
Ugi Corp /Pa/
|
342,943 | $11,845,249 | |
| 8 | SWX |
Southwest Gas Holdings, Inc.
|
96,993 | $8,601,337 |
All Filings in BKH
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,816,898 | 91,625 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $3,944,291 | 56,826 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $8,319,639 | 119,845 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $5,791,060 | 94,026 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $4,867,796 | 86,770 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $3,187,034 | 52,548 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $3,815,444 | 65,199 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $3,390,569 | 55,474 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $3,019,448 | 55,525 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $2,672,506 | 48,947 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $2,563,972 | 47,525 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $2,643,730 | 52,258 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $3,632,892 | 60,287 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $2,972,196 | 47,103 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $2,524,431 | 35,889 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $2,453,179 | 36,220 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $2,748,811 | 37,774 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $5,709,567 | 74,131 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $7,237,727 | 102,561 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $6,445,323 | 102,698 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $6,859,579 | 104,519 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $7,732,365 | 115,806 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $9,346,051 | 152,092 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $6,314,118 | 118,043 | Shares | Defined | 2020-11-05 | |
| 2020-06-30 | $7,072,979 | 124,832 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $4,866,854 | 76,009 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||