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Cherry Tree Wealth Management’s Black Hills Corp BKH Stock Holding History

Cherry Tree Wealth Management’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 		– Sell
-33
Closed -$2K – 622
2025
Q1 		$2K Buy
+33
New +$1.95K ﹤0.01% 633

Other funds holding BKH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Cherry Tree Wealth Management's BKH Position: Q2 2025 in Review

Cherry Tree Wealth Management sold out of Black Hills Corp (BKH) in Q2 2025, closing a stake of 33 shares — an estimated $2K sold.

Cherry Tree Wealth Management first reported a position in BKH in Q1 2025 and held it in 1 quarter. The position peaked at $2K in Q1 2025. 412 funds tracked by Wall St. Rank hold BKH as of Q2 2025.

  • Cherry Tree Wealth Management reported no remaining Black Hills Corp position as of Q2 2025 after selling out during the quarter.
  • Cherry Tree Wealth Management sold 33 Black Hills Corp shares in Q2 2025, an estimated $2K.
  • Cherry Tree Wealth Management first reported a position in Black Hills Corp in Q1 2025 and held it in 1 quarter.
  • Cherry Tree Wealth Management's Black Hills Corp position peaked at $2K in Q1 2025.
  • 412 funds tracked by Wall St. Rank held Black Hills Corp as of Q2 2025.

Based on Cherry Tree Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.