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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
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 		$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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Asset Planning Inc's BKH Position: Q2 2026 in Review

Asset Planning Inc increased its Black Hills Corp (BKH) stake by 1% in Q2 2026, buying an estimated $1.1K and bringing the position to 1,468 shares worth $109K. 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 5 quarters since. 477 funds tracked by Wall St. Rank hold BKH as of Q2 2026.

  • Asset Planning Inc held 1,468 shares of Black Hills Corp worth $109K as of Q2 2026.
  • Asset Planning Inc bought 15 Black Hills Corp shares in Q2 2026, an estimated $1.1K.
  • Black Hills Corp made up 0.07% of Asset Planning Inc's portfolio in Q2 2026, its #113 holding.
  • Asset Planning Inc first reported a position in Black Hills Corp in Q2 2025 and has held it in 5 quarters since.
  • 477 funds tracked by Wall St. Rank held Black Hills Corp as of Q2 2026.

Based on Asset Planning Inc's 13F filing for Q2 2026, filed 27 Jul 2026.