EWA
BKH icon

EP Wealth Advisors’s Black Hills Corp BKH Stock Holding History

EP Wealth Advisors’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 		– Sell
-8,491
Closed -$589K – 1734
2026
Q1 		$589K Sell
8,491
-228
-3% -$16.4K ﹤0.01% 834
2025
Q4 		$605K Buy
+8,719
New +$588K ﹤0.01% 791
2025
Q2 		$410K Buy
7,300
+250
+4% +$14.6K ﹤0.01% 863
2025
Q1 		$428K Buy
7,050
+3,522
+100% +$209K ﹤0.01% 761
2024
Q4 		$206K Buy
3,528
+197
+6% +$12K ﹤0.01% 1062
2024
Q3 		$204K Buy
+3,331
New +$194K ﹤0.01% 1039

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

EP Wealth Advisors's BKH Position: Q2 2026 in Review

EP Wealth Advisors sold out of Black Hills Corp (BKH) in Q2 2026, closing a stake of 8,491 shares — an estimated $589K sold.

EP Wealth Advisors first reported a position in BKH in Q3 2024 and held it in 6 quarters. The position peaked at $605K in Q4 2025. 477 funds tracked by Wall St. Rank hold BKH as of Q2 2026.

  • EP Wealth Advisors reported no remaining Black Hills Corp position as of Q2 2026 after selling out during the quarter.
  • EP Wealth Advisors sold 8,491 Black Hills Corp shares in Q2 2026, an estimated $589K.
  • EP Wealth Advisors first reported a position in Black Hills Corp in Q3 2024 and held it in 6 quarters.
  • EP Wealth Advisors's Black Hills Corp position peaked at $605K in Q4 2025.
  • 477 funds tracked by Wall St. Rank held Black Hills Corp as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.