Sigma Planning Corp
BKH icon

Sigma Planning Corp’s Black Hills Corp BKH Stock Holding History

Sigma Planning Corp’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
Q3 		– Sell
-2,847
Closed -$212K – 1336
2026
Q2 		$212K Buy
+2,847
New +$210K 0.01% 1300
2024
Q4 		– Sell
-5,571
Closed -$341K – 1174
2024
Q3 		$341K Sell
5,571
-991
-15% -$57.8K 0.01% 908
2024
Q2 		$357K Buy
6,562
+662
+11% +$36.1K 0.01% 853
2024
Q1 		$322K Buy
+5,900
New +$309K 0.01% 926
2023
Q4 		– Sell
-6,744
Closed -$341K – 876
2023
Q3 		$341K Buy
+6,744
New +$383K 0.01% 868

Other funds holding BKH

Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Leeward Investments
Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return
Martin Capital Partners
Martin Capital Partners Eugene, Oregon $279M AUM 18.87% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Burney Company
Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return
Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Farmers & Merchants Investments Inc
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.16B AUM 24.97% 1-Year Est. Return

Sigma Planning Corp's BKH Position: Q3 2026 in Review

Sigma Planning Corp sold out of Black Hills Corp (BKH) in Q3 2026, closing a stake of 2,847 shares — an estimated $212K sold.

Sigma Planning Corp first reported a position in BKH in Q3 2023 and held it in 5 quarters. The position peaked at $357K in Q2 2024. 86 funds tracked by Wall St. Rank hold BKH as of Q3 2026.

  • Sigma Planning Corp reported no remaining Black Hills Corp position as of Q3 2026 after selling out during the quarter.
  • Sigma Planning Corp sold 2,847 Black Hills Corp shares in Q3 2026, an estimated $212K.
  • Sigma Planning Corp first reported a position in Black Hills Corp in Q3 2023 and held it in 5 quarters.
  • Sigma Planning Corp's Black Hills Corp position peaked at $357K in Q2 2024.
  • 86 funds tracked by Wall St. Rank held Black Hills Corp as of Q3 2026.

Based on Sigma Planning Corp's 13F filing for Q3 2026, filed 23 Oct 2026.