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 Q3	$14.9K	Sell	213 -140	-40%	-$10.2K	﹤0.01%	926
2026 Q2	$26.3K	Buy	353 +259	+276%	+$19.1K	0.01%	719
2026 Q1	$6.52K	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

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return

Martin Capital Partners Eugene, Oregon $279M AUM 18.87% 1-Year Est. Return

Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.16B AUM 24.97% 1-Year Est. Return

True Wealth Design's BKH Position: Q3 2026 in Review

True Wealth Design reduced its Black Hills Corp (BKH) stake by 40% in Q3 2026, selling an estimated $10.2K and leaving 213 shares worth $14.9K. The position accounts for ﹤0.01% of the portfolio, ranked #926.

True Wealth Design first reported a position in BKH in Q1 2025 and has held it in 7 quarters since. The position peaked at $26.3K in Q2 2026. 86 funds tracked by Wall St. Rank hold BKH as of Q3 2026.

True Wealth Design held 213 shares of Black Hills Corp worth $14.9K as of Q3 2026.
True Wealth Design sold 140 Black Hills Corp shares in Q3 2026, an estimated $10.2K.
Black Hills Corp made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #926 holding.
True Wealth Design first reported a position in Black Hills Corp in Q1 2025 and has held it in 7 quarters since.
True Wealth Design's Black Hills Corp position peaked at $26.3K in Q2 2026.
86 funds tracked by Wall St. Rank held Black Hills Corp as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.