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Legacy Financial Advisors’s Black Hills Corp BKH Stock Holding History

Legacy Financial 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
2025
Q4 		– Sell
-3,711
Closed -$229K – 401
2025
Q3 		$229K Buy
+3,711
New +$218K 0.03% 376
2025
Q2 		– Sell
-13,091
Closed -$794K – 349
2025
Q1 		$794K Sell
13,091
-284
-2% -$16.8K 0.13% 133
2024
Q4 		$783K Sell
13,375
-19
-0.1% -$1.16K 0.13% 130
2024
Q3 		$819K Buy
13,394
+2,142
+19% +$125K 0.14% 122
2024
Q2 		$612K Sell
11,252
-26
-0.2% -$1.42K 0.11% 158
2024
Q1 		$616K Buy
11,278
+3,090
+38% +$162K 0.11% 153
2023
Q4 		$442K Buy
8,188
+226
+3% +$11.6K 0.08% 179
2023
Q3 		$403K Buy
7,962
+3,689
+86% +$209K 0.08% 167
2023
Q2 		$258K Buy
+4,273
New +$271K 0.05% 213
2019
Q2 		– Sell
-48
Closed -$4K – 214
2019
Q1 		$4K Buy
+48
New +$3.3K ﹤0.01% 802

Other funds holding BKH

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
CC
Covalis Capital London, United Kingdom $1.77B AUM 26.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Legacy Financial Advisors's BKH Position: Q4 2025 in Review

Legacy Financial Advisors sold out of Black Hills Corp (BKH) in Q4 2025, closing a stake of 3,711 shares — an estimated $229K sold.

Legacy Financial Advisors first reported a position in BKH in Q1 2019 and held it in 10 quarters. The position peaked at $819K in Q3 2024. 461 funds tracked by Wall St. Rank hold BKH as of Q4 2025.

  • Legacy Financial Advisors reported no remaining Black Hills Corp position as of Q4 2025 after selling out during the quarter.
  • Legacy Financial Advisors sold 3,711 Black Hills Corp shares in Q4 2025, an estimated $229K.
  • Legacy Financial Advisors first reported a position in Black Hills Corp in Q1 2019 and held it in 10 quarters.
  • Legacy Financial Advisors's Black Hills Corp position peaked at $819K in Q3 2024.
  • 461 funds tracked by Wall St. Rank held Black Hills Corp as of Q4 2025.

Based on Legacy Financial Advisors's 13F filing for Q4 2025, filed 4 Feb 2026.