Avantax Advisory Services’s Black Hills Corp BKH Stock Holding History

Avantax Advisory Services’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
2025 Q2	$299K	Buy	5,335 +200	+4%	+$11.7K	﹤0.01%	1905
2025 Q1	$311K	Buy	5,135 +1,242	+32%	+$73.5K	﹤0.01%	1805
2024 Q4	$228K	Sell	3,893 -38	-1%	-$2.31K	﹤0.01%	1973
2024 Q3	$240K	Buy	3,931 +223	+6%	+$13K	﹤0.01%	1907
2024 Q2	$202K	Buy	+3,708	New	+$202K	﹤0.01%	1953
2023 Q4	–	Sell	-4,221	Closed	-$214K	–	1582
2023 Q3	$214K	Buy	4,221 +155	+4%	+$8.8K	﹤0.01%	1393
2023 Q2	$245K	Sell	4,066 -1,651	-29%	-$105K	﹤0.01%	1288
2023 Q1	$361K	Buy	5,717 +865	+18%	+$57K	﹤0.01%	1051
2022 Q4	$341K	Sell	4,852 -158	-3%	-$10.6K	﹤0.01%	1035
2022 Q3	$339K	Buy	5,010 +1,593	+47%	+$119K	0.01%	943
2022 Q2	$249K	Buy	3,417 +12	+0.4%	+$901	﹤0.01%	1101
2022 Q1	$262K	Buy	3,405 +406	+14%	+$28.2K	﹤0.01%	1069
2021 Q4	$212K	Buy	+2,999	New	+$199K	﹤0.01%	1150
2021 Q1	–	Sell	-5,584	Closed	-$345K	–	1035
2020 Q4	$345K	Sell	5,584 -3,387	-38%	-$203K	0.01%	672
2020 Q3	$479K	Buy	8,971 +2,465	+38%	+$141K	0.01%	802
2020 Q2	$368K	Buy	6,506 +1	+0%	+$60	0.01%	570
2020 Q1	$414K	Buy	6,505 +1,920	+42%	+$145K	0.01%	483
2019 Q4	$362K	Buy	+4,585	New	+$353K	0.01%	576

Other funds holding BKH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Avantax Advisory Services's BKH Position: Q2 2025 in Review

Avantax Advisory Services increased its Black Hills Corp (BKH) stake by 3.9% in Q2 2025, buying an estimated $11.7K and bringing the position to 5,335 shares worth $299K. The position accounts for ﹤0.01% of the portfolio, ranked #1905.

Avantax Advisory Services first reported a position in BKH in Q4 2019 and has held it in 18 quarters since. The position peaked at $479K in Q3 2020. 412 funds tracked by Wall St. Rank hold BKH as of Q2 2025.

Avantax Advisory Services held 5,335 shares of Black Hills Corp worth $299K as of Q2 2025.
Avantax Advisory Services bought 200 Black Hills Corp shares in Q2 2025, an estimated $11.7K.
Black Hills Corp made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1905 holding.
Avantax Advisory Services first reported a position in Black Hills Corp in Q4 2019 and has held it in 18 quarters since.
Avantax Advisory Services's Black Hills Corp position peaked at $479K in Q3 2020.
412 funds tracked by Wall St. Rank held Black Hills Corp as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.