Burney Company’s Black Hills Corp BKH Stock Holding History

Burney Company’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	$3.98M	Sell	53,432 -3,512	-6%	-$259K	0.11%	157
2026 Q1	$3.95M	Sell	56,944 -24,791	-30%	-$1.78M	0.12%	146
2025 Q4	$5.67M	Buy	81,735 +2,649	+3%	+$179K	0.18%	122
2025 Q3	$4.87M	Buy	79,086 +1,690	+2%	+$99.4K	0.15%	139
2025 Q2	$4.34M	Sell	77,396 -653	-0.8%	-$38.2K	0.15%	142
2025 Q1	$4.73M	Sell	78,049 -446	-0.6%	-$26.4K	0.17%	128
2024 Q4	$4.59M	Sell	78,495 -1,166	-1%	-$70.9K	0.16%	139
2024 Q3	$4.87M	Buy	79,661 +101	+0.1%	+$5.89K	0.17%	131
2024 Q2	$4.33M	Buy	79,560 +4,915	+7%	+$268K	0.17%	145
2024 Q1	$4.08M	Buy	+74,645	New	+$3.91M	0.16%	154
2023 Q4	–	Sell	-4,380	Closed	-$222K	–	581
2023 Q3	$222K	Sell	4,380 -181	-4%	-$10.3K	0.01%	526
2023 Q2	$275K	Hold	4,561	–	–	0.01%	500
2023 Q1	$288K	Hold	4,561	–	–	0.01%	497
2022 Q4	$321K	Buy	+4,561	New	+$307K	0.02%	460
2020 Q2	–	Sell	-3,445	Closed	-$221K	–	486
2020 Q1	$221K	Hold	3,445	–	–	0.02%	391
2019 Q4	$271K	Buy	+3,445	New	+$265K	0.01%	411
2019 Q1	–	Sell	-3,445	Closed	-$216K	–	446
2018 Q4	$216K	Hold	3,445	–	–	0.02%	410
2018 Q3	$200K	Buy	+3,445	New	+$207K	0.01%	437

Other funds holding BKH

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return

HPCM

Hunter Perkins Capital Management Lombard, Illinois $446M AUM 25.88% 1-Year Est. Return

MCP

Martin Capital Partners Eugene, Oregon $272M AUM 19.09% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

Hendley & Co Zanesville, Ohio $283M AUM 19.89% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CAMG

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

Burney Company's BKH Position: Q2 2026 in Review

Burney Company reduced its Black Hills Corp (BKH) stake by 6.2% in Q2 2026, selling an estimated $259K and leaving 53,432 shares worth $3.98M. The position accounts for 0.11% of the portfolio, ranked #157.

Burney Company first reported a position in BKH in Q3 2018 and has held it in 18 quarters since. The position peaked at $5.67M in Q4 2025. 50 funds tracked by Wall St. Rank hold BKH as of Q2 2026.

Burney Company held 53,432 shares of Black Hills Corp worth $3.98M as of Q2 2026.
Burney Company sold 3,512 Black Hills Corp shares in Q2 2026, an estimated $259K.
Black Hills Corp made up 0.11% of Burney Company's portfolio in Q2 2026, its #157 holding.
Burney Company first reported a position in Black Hills Corp in Q3 2018 and has held it in 18 quarters since.
Burney Company's Black Hills Corp position peaked at $5.67M in Q4 2025.
50 funds tracked by Wall St. Rank held Black Hills Corp as of Q2 2026.

Based on Burney Company's 13F filing for Q2 2026, filed 15 Jul 2026.