Position in BKH
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,926,891
+$113,363 QoQ
Shares Held
27,761
+6.3% QoQ
Ownership
0.036%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
11 quarters on record
Voting authority
Sole 39%
Shared 0%
None 61%
Common Shares in BKH Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Mar 31, 2026MERCER GLOBAL ADVISORS INC /ADV holds $35,959,091 across 12 Utilities - Regulated Gas names. BKH ranks #4 (5.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CPK |
Chesapeake Utilities Corp
|
157,336 | $19,882,550 | |
| 2 | ATO |
Atmos Energy Corp
|
21,608 | $3,991,429 | |
| 3 | UGI |
Ugi Corp /Pa/
|
61,794 | $2,250,537 | |
| 4 | BKH |
Black Hills Corp /Sd/
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|
27,761 | $1,926,891 | |
| 5 | NI |
Nisource Inc.
|
40,115 | $1,871,765 | |
| 6 | SWX |
Southwest Gas Holdings, Inc.
|
19,296 | $1,676,822 | |
| 7 | OGS |
ONE Gas, Inc.
|
16,023 | $1,380,060 | |
| 8 | NJR |
New Jersey Resources Corp
|
17,057 | $936,770 |
All Filings in BKH
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,926,891 | 27,761 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,813,528 | 26,124 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $1,268,692 | 20,599 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $332,280 | 5,923 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $202,449 | 3,338 | Shares | Sole | 2025-05-15 | |
| 2023-12-31 | $5,666,530 | 105,033 | Shares | Sole | 2024-02-15 | |
| 2022-12-31 | $222,696 | 3,166 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $211,317 | 3,120 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $228,861 | 3,145 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $226,053 | 2,935 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $205,005 | 2,905 | Shares | Sole | 2022-02-04 | |
| No filing history on record for this holder in this stock. | ||||||