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Northwest & Ethical Investments’s Black Hills Corp BKH Stock Holding History

Northwest & Ethical Investments’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
2023
Q4 		– Sell
-3,952
Closed -$200K – 378
2023
Q3 		$200K Sell
3,952
-1,710
-30% -$97.1K 0.01% 366
2023
Q2 		$341K Hold
5,662
– – 0.01% 342
2023
Q1 		$357K Sell
5,662
-2,593
-31% -$171K 0.01% 356
2022
Q4 		$581K Sell
8,255
-1,870
-18% -$126K 0.02% 331
2022
Q3 		$686K Hold
10,125
– – 0.03% 329
2022
Q2 		$737K Sell
10,125
-571
-5% -$42.9K 0.03% 326
2022
Q1 		$824K Sell
10,696
-717
-6% -$49.9K 0.03% 316
2021
Q4 		$805K Sell
11,413
-601
-5% -$39.9K 0.02% 321
2021
Q3 		$754K Sell
12,014
-437
-4% -$29.8K 0.02% 318
2021
Q2 		$817K Sell
12,451
-26,310
-68% -$1.79M 0.03% 323
2021
Q1 		$2.59M Sell
38,761
-1,962
-5% -$122K 0.09% 239
2020
Q4 		$2.5M Buy
40,723
+4,112
+11% +$246K 0.1% 224
2020
Q3 		$1.96M Buy
36,611
+31,157
+571% +$1.78M 0.09% 242
2020
Q2 		$309K Buy
+5,454
New +$330K 0.01% 350
2019
Q1 		– Sell
-18,187
Closed -$1.14M – 364
2018
Q4 		$1.14M Sell
18,187
-18,852
-51% -$1.18M 0.07% 301
2018
Q3 		$2.15M Buy
37,039
+2,626
+8% +$158K 0.14% 216
2018
Q2 		$2.11M Buy
34,413
+25,336
+279% +$1.44M 0.14% 209
2018
Q1 		$843K Buy
+9,077
New +$486K 0.06% 290

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Northwest & Ethical Investments's BKH Position: Q4 2023 in Review

Northwest & Ethical Investments sold out of Black Hills Corp (BKH) in Q4 2023, closing a stake of 3,952 shares — an estimated $200K sold.

Northwest & Ethical Investments first reported a position in BKH in Q1 2018 and held it in 18 quarters. The position peaked at $2.59M in Q1 2021. 365 funds tracked by Wall St. Rank hold BKH as of Q4 2023.

  • Northwest & Ethical Investments reported no remaining Black Hills Corp position as of Q4 2023 after selling out during the quarter.
  • Northwest & Ethical Investments sold 3,952 Black Hills Corp shares in Q4 2023, an estimated $200K.
  • Northwest & Ethical Investments first reported a position in Black Hills Corp in Q1 2018 and held it in 18 quarters.
  • Northwest & Ethical Investments's Black Hills Corp position peaked at $2.59M in Q1 2021.
  • 365 funds tracked by Wall St. Rank held Black Hills Corp as of Q4 2023.

Based on Northwest & Ethical Investments's 13F filing for Q4 2023, filed 9 Jul 2025.