Asset Planning Inc
BKH icon

Asset Planning Inc’s Black Hills Corp BKH Stock Holding History

Asset Planning Inc’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
2026
Q3 		$104K Buy
1,482
+14
+1% +$1.02K 0.07% 115
2026
Q2 		$109K Buy
1,468
+15
+1% +$1.1K 0.07% 113
2026
Q1 		$101K Buy
1,453
+13
+0.9% +$936 0.07% 113
2025
Q4 		$100K Buy
1,440
+14
+1% +$944 0.07% 107
2025
Q3 		$87.9K Buy
1,426
+16
+1% +$941 0.06% 116
2025
Q2 		$79.1K Buy
+1,410
New +$82.6K 0.06% 121

Other funds holding BKH

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Asset Planning Inc's BKH Position: Q3 2026 in Review

Asset Planning Inc increased its Black Hills Corp (BKH) stake by 0.95% in Q3 2026, buying an estimated $1.02K and bringing the position to 1,482 shares worth $104K. The position accounts for 0.07% of the portfolio, ranked #115.

Asset Planning Inc first reported a position in BKH in Q2 2025 and has held it in 6 quarters since. The position peaked at $109K in Q2 2026. 390 funds tracked by Wall St. Rank hold BKH as of Q3 2026.

  • Asset Planning Inc held 1,482 shares of Black Hills Corp worth $104K as of Q3 2026.
  • Asset Planning Inc bought 14 Black Hills Corp shares in Q3 2026, an estimated $1.02K.
  • Black Hills Corp made up 0.07% of Asset Planning Inc's portfolio in Q3 2026, its #115 holding.
  • Asset Planning Inc first reported a position in Black Hills Corp in Q2 2025 and has held it in 6 quarters since.
  • Asset Planning Inc's Black Hills Corp position peaked at $109K in Q2 2026.
  • 390 funds tracked by Wall St. Rank held Black Hills Corp as of Q3 2026.

Based on Asset Planning Inc's 13F filing for Q3 2026, filed 26 Oct 2026.