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Trajan Wealth’s Black Hills Corp BKH Stock Holding History

Trajan Wealth’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
Q1 		– Sell
-11,262
Closed -$659K – 154
2024
Q4 		$659K Hold
11,262
– – 0.04% 119
2024
Q3 		$688K Sell
11,262
-128
-1% -$7.46K 0.04% 115
2024
Q2 		$619K Sell
11,390
-1,541
-12% -$84K 0.04% 119
2024
Q1 		$706K Buy
+12,931
New +$677K 0.05% 118

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Trajan Wealth's BKH Position: Q1 2025 in Review

Trajan Wealth sold out of Black Hills Corp (BKH) in Q1 2025, closing a stake of 11,262 shares — an estimated $659K sold.

Trajan Wealth first reported a position in BKH in Q1 2024 and held it in 4 quarters. The position peaked at $706K in Q1 2024. 412 funds tracked by Wall St. Rank hold BKH as of Q1 2025.

  • Trajan Wealth reported no remaining Black Hills Corp position as of Q1 2025 after selling out during the quarter.
  • Trajan Wealth sold 11,262 Black Hills Corp shares in Q1 2025, an estimated $659K.
  • Trajan Wealth first reported a position in Black Hills Corp in Q1 2024 and held it in 4 quarters.
  • Trajan Wealth's Black Hills Corp position peaked at $706K in Q1 2024.
  • 412 funds tracked by Wall St. Rank held Black Hills Corp as of Q1 2025.

Based on Trajan Wealth's 13F filing for Q1 2025, filed 13 May 2025.