Carson Wealth (CWM LLC)’s Black Hills Corp BKH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.43M | Buy |
49,386
+1,412
| +3% | +$102K | 0.01% | 962 |
|
|
2025
Q4 | $3.33M | Buy |
47,974
+5,071
| +12% | +$342K | 0.01% | 947 |
|
|
2025
Q3 | $2.64M | Buy |
42,903
+33,934
| +378% | +$2M | 0.01% | 974 |
|
|
2025
Q2 | $503K | Buy |
8,969
+3,106
| +53% | +$182K | ﹤0.01% | 1590 |
|
|
2025
Q1 | $356K | Sell |
5,863
-1,281
| -18% | -$75.9K | ﹤0.01% | 1590 |
|
|
2024
Q4 | $418K | Buy |
7,144
+758
| +12% | +$46.1K | ﹤0.01% | 1459 |
|
|
2024
Q3 | $390K | Buy |
6,386
+1,736
| +37% | +$101K | ﹤0.01% | 1418 |
|
|
2024
Q2 | $253K | Buy |
4,650
+2,359
| +103% | +$129K | ﹤0.01% | 1465 |
|
|
2024
Q1 | $125K | Buy |
2,291
+245
| +12% | +$12.8K | ﹤0.01% | 1752 |
|
|
2023
Q4 | $110K | Buy |
2,046
+1,738
| +564% | +$89.1K | ﹤0.01% | 1698 |
|
|
2023
Q3 | $16K | Sell |
308
-198
| -39% | -$11.2K | ﹤0.01% | 2820 |
|
|
2023
Q2 | $30K | Buy |
506
+5
| +1% | +$317 | ﹤0.01% | 2364 |
|
|
2023
Q1 | $32K | Buy |
501
+90
| +22% | +$5.93K | ﹤0.01% | 2176 |
|
|
2022
Q4 | $29K | Sell |
411
-94
| -19% | -$6.32K | ﹤0.01% | 2100 |
|
|
2022
Q3 | $34K | Buy |
505
+54
| +12% | +$4.05K | ﹤0.01% | 1865 |
|
|
2022
Q2 | $33K | Hold |
451
| – | – | ﹤0.01% | 1828 |
|
|
2022
Q1 | $35K | Buy |
451
+251
| +126% | +$17.5K | ﹤0.01% | 1774 |
|
|
2021
Q4 | $14K | Buy |
+200
| New | +$13.3K | ﹤0.01% | 2158 |
|
|
2021
Q2 | $1.84M | Hold |
28,042
| – | – | 0.01% | 452 |
|
|
2021
Q1 | $1.84M | Hold |
28,042
| – | – | 0.01% | 452 |
|
|
2020
Q4 | $1.84M | Hold |
28,042
| – | – | 0.01% | 452 |
|
|
2020
Q3 | $1.84M | Hold |
28,042
| – | – | 0.01% | 452 |
|
|
2020
Q2 | $1.84M | Hold |
28,042
| – | – | 0.01% | 452 |
|
|
2020
Q1 | $1.84M | Hold |
28,042
| – | – | 0.01% | 452 |
|
|
2019
Q4 | $1.84M | Hold |
28,042
| – | – | 0.01% | 452 |
|
|
2019
Q3 | $1.84M | Hold |
28,042
| – | – | 0.01% | 452 |
|
|
2019
Q2 | $1.84M | Hold |
28,042
| – | – | 0.01% | 452 |
|
|
2019
Q1 | $1.84M | Buy |
28,042
+27,921
| +23,075% | +$1.92M | 0.01% | 452 |
|
|
2018
Q4 | $8K | Buy |
121
+104
| +612% | +$6.53K | ﹤0.01% | 1399 |
|
|
2018
Q3 | $1K | Hold |
17
| – | – | ﹤0.01% | 1620 |
|
|
2018
Q2 | $1K | Buy |
+17
| New | +$965 | ﹤0.01% | 1486 |
|
Other funds holding BKH
NAMI
Carson Wealth (CWM LLC)'s BKH Position: Q1 2026 in Review
Carson Wealth (CWM LLC) increased its Black Hills Corp (BKH) stake by 2.9% in Q1 2026, buying an estimated $102K and bringing the position to 49,386 shares worth $3.43M. The position accounts for 0.01% of the portfolio, ranked #962.
Carson Wealth (CWM LLC) first reported a position in BKH in Q2 2018 and has held it in 31 quarters since. 476 funds tracked by Wall St. Rank hold BKH as of Q1 2026.
- Carson Wealth (CWM LLC) held 49,386 shares of Black Hills Corp worth $3.43M as of Q1 2026.
- Carson Wealth (CWM LLC) bought 1,412 Black Hills Corp shares in Q1 2026, an estimated $102K.
- Black Hills Corp made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #962 holding.
- Carson Wealth (CWM LLC) first reported a position in Black Hills Corp in Q2 2018 and has held it in 31 quarters since.
- 476 funds tracked by Wall St. Rank held Black Hills Corp as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.