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Roehl & Yi Investment Advisors’s Black Hills Corp BKH Stock Holding History

Roehl & Yi Investment 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 		$929K Buy
12,493
+58
+0.5% +$4.27K 0.31% 72
2026
Q1 		$863K Sell
12,435
-68
-0.5% -$4.89K 0.32% 64
2025
Q4 		$868K Sell
12,503
-40
-0.3% -$2.7K 0.34% 64
2025
Q3 		$773K Buy
12,543
+1,455
+13% +$85.6K 0.34% 65
2025
Q2 		$622K Hold
11,088
– – 0.32% 73
2025
Q1 		$672K Buy
11,088
+78
+0.7% +$4.62K 0.37% 66
2024
Q4 		$644K Buy
+11,010
New +$669K 0.35% 69

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

Roehl & Yi Investment Advisors's BKH Position: Q2 2026 in Review

Roehl & Yi Investment Advisors increased its Black Hills Corp (BKH) stake by 0.47% in Q2 2026, buying an estimated $4.27K and bringing the position to 12,493 shares worth $929K. The position accounts for 0.31% of the portfolio, ranked #72.

Roehl & Yi Investment Advisors first reported a position in BKH in Q4 2024 and has held it in 7 quarters since. 476 funds tracked by Wall St. Rank hold BKH as of Q2 2026.

  • Roehl & Yi Investment Advisors held 12,493 shares of Black Hills Corp worth $929K as of Q2 2026.
  • Roehl & Yi Investment Advisors bought 58 Black Hills Corp shares in Q2 2026, an estimated $4.27K.
  • Black Hills Corp made up 0.31% of Roehl & Yi Investment Advisors's portfolio in Q2 2026, its #72 holding.
  • Roehl & Yi Investment Advisors first reported a position in Black Hills Corp in Q4 2024 and has held it in 7 quarters since.
  • 476 funds tracked by Wall St. Rank held Black Hills Corp as of Q2 2026.

Based on Roehl & Yi Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.