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AE Wealth Management’s Black Hills Corp BKH Stock Holding History

AE Wealth Management’s Portfolio BKH Stock Details BKH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-4,330
Closed -$220K – 1231
2023
Q4 		$220K Buy
+4,330
New +$222K ﹤0.01% 1851
2023
Q2 		– Sell
-9,179
Closed -$579K – 1908
2023
Q1 		$579K Buy
9,179
+718
+8% +$47.3K ﹤0.01% 1272
2022
Q4 		$595K Buy
8,461
+525
+7% +$35.3K ﹤0.01% 1207
2022
Q3 		$537K Buy
7,936
+982
+14% +$73.6K ﹤0.01% 1224
2022
Q2 		$506K Sell
6,954
-4,818
-41% -$362K ﹤0.01% 1199
2022
Q1 		$907K Buy
11,772
+805
+7% +$56K 0.01% 952
2021
Q4 		$774K Buy
+10,967
New +$727K 0.01% 1056

Other funds holding BKH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AE Wealth Management's BKH Position: Q1 2024 in Review

AE Wealth Management sold out of Black Hills Corp (BKH) in Q1 2024, closing a stake of 4,330 shares — an estimated $220K sold.

AE Wealth Management first reported a position in BKH in Q4 2021 and held it in 7 quarters. The position peaked at $907K in Q1 2022. 395 funds tracked by Wall St. Rank hold BKH as of Q1 2024.

  • AE Wealth Management reported no remaining Black Hills Corp position as of Q1 2024 after selling out during the quarter.
  • AE Wealth Management sold 4,330 Black Hills Corp shares in Q1 2024, an estimated $220K.
  • AE Wealth Management first reported a position in Black Hills Corp in Q4 2021 and held it in 7 quarters.
  • AE Wealth Management's Black Hills Corp position peaked at $907K in Q1 2022.
  • 395 funds tracked by Wall St. Rank held Black Hills Corp as of Q1 2024.

Based on AE Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.