True Wealth Design’s Black Hills Corp BKH Stock Holding History

True Wealth Design’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	$26.3K	Buy	353 +259	+276%	+$19.1K	0.01%	719
2026 Q1	$6.53K	Hold	94	–	–	﹤0.01%	1112
2025 Q4	$6.53K	Sell	94 -1	-1%	-$67	﹤0.01%	989
2025 Q3	$5.85K	Buy	95 +94	+9,400%	+$5.53K	﹤0.01%	1021
2025 Q2	$57	Hold	1	–	–	﹤0.01%	2354
2025 Q1	$61	Buy	+1	New	+$59	﹤0.01%	2334

Other funds holding BKH

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return

HPCM

Hunter Perkins Capital Management Lombard, Illinois $446M AUM 25.88% 1-Year Est. Return

MCP

Martin Capital Partners Eugene, Oregon $272M AUM 19.09% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

Hendley & Co Zanesville, Ohio $283M AUM 19.89% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

True Wealth Design's BKH Position: Q2 2026 in Review

True Wealth Design increased its Black Hills Corp (BKH) stake by 276% in Q2 2026, buying an estimated $19.1K and bringing the position to 353 shares worth $26.3K. The position accounts for 0.01% of the portfolio, ranked #719.

True Wealth Design first reported a position in BKH in Q1 2025 and has held it in 6 quarters since. 50 funds tracked by Wall St. Rank hold BKH as of Q2 2026.

True Wealth Design held 353 shares of Black Hills Corp worth $26.3K as of Q2 2026.
True Wealth Design bought 259 Black Hills Corp shares in Q2 2026, an estimated $19.1K.
Black Hills Corp made up 0.01% of True Wealth Design's portfolio in Q2 2026, its #719 holding.
True Wealth Design first reported a position in Black Hills Corp in Q1 2025 and has held it in 6 quarters since.
50 funds tracked by Wall St. Rank held Black Hills Corp as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.