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Summit Global Investments: BHE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Summit Global Investments on BHE, newest first. How the timeline and the estimate are built.

Summit Global Investments held 7,671 BHE shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,671 shares
    Change vs previous 13F -16,720 shares

    0.04% of the 13F portfolio, value $757,000.

    13F-HR 0001697953-26-000006 filed by Summit Global Investments
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 24,391 shares
    Change vs previous 13F -25 shares

    0.08% of the 13F portfolio, value $1,367,000.

    13F-HR 0001697953-26-000005 filed by Summit Global Investments
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 24,416 shares
    Change vs previous 13F +14,724 shares

    0.06% of the 13F portfolio, value $1,044,000.

    13F-HR 0001697953-26-000004 filed by Summit Global Investments
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 9,692 shares
    Change vs previous 13F -20,431 shares

    0.02% of the 13F portfolio, value $374,000.

    13F-HR 0001697953-25-000008 filed by Summit Global Investments
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 30,123 shares
    Change vs previous 13F +18,444 shares

    0.07% of the 13F portfolio, value $1,170,000.

    13F-HR 0001697953-25-000007 filed by Summit Global Investments
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 11,679 shares
    Change vs previous 13F +6,350 shares

    0.03% of the 13F portfolio, value $444,000.

    13F-HR 0001697953-25-000003 filed by Summit Global Investments
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 5,329 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $242,000.

    13F-HR 0001697953-25-000001 filed by Summit Global Investments
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).