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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
Q1 		$101K Buy
1,453
+13
+0.9% +$936 0.07% 113
2025
Q4 		$99.9K 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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Asset Planning Inc's BKH Position: Q1 2026 in Review

Asset Planning Inc increased its Black Hills Corp (BKH) stake by 0.9% in Q1 2026, buying an estimated $936 and bringing the position to 1,453 shares worth $101K. The position accounts for 0.07% of the portfolio, ranked #113.

Asset Planning Inc first reported a position in BKH in Q2 2025 and has held it in 4 quarters since. 471 funds tracked by Wall St. Rank hold BKH as of Q1 2026.

  • Asset Planning Inc held 1,453 shares of Black Hills Corp worth $101K as of Q1 2026.
  • Asset Planning Inc bought 13 Black Hills Corp shares in Q1 2026, an estimated $936.
  • Black Hills Corp made up 0.07% of Asset Planning Inc's portfolio in Q1 2026, its #113 holding.
  • Asset Planning Inc first reported a position in Black Hills Corp in Q2 2025 and has held it in 4 quarters since.
  • 471 funds tracked by Wall St. Rank held Black Hills Corp as of Q1 2026.

Based on Asset Planning Inc's 13F filing for Q1 2026, filed 23 Apr 2026.