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Waverly Advisors’s Black Hills Corp BKH Stock Holding History

Waverly 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 		$4.38M Sell
58,886
-447
-0.8% -$32.9K 0.03% 484
2026
Q1 		$4.12M Buy
59,333
+581
+1% +$41.8K 0.03% 456
2025
Q4 		$4.08M Buy
58,752
+1,623
+3% +$109K 0.03% 416
2025
Q3 		$3.52M Buy
57,129
+3,421
+6% +$201K 0.04% 389
2025
Q2 		$3.01M Buy
53,708
+6,444
+14% +$377K 0.03% 401
2025
Q1 		$2.87M Buy
47,264
+3,478
+8% +$206K 0.04% 401
2024
Q4 		$2.56M Buy
43,786
+2,671
+6% +$162K 0.04% 337
2024
Q3 		$2.51M Buy
41,115
+6,928
+20% +$404K 0.05% 292
2024
Q2 		$1.86M Buy
+34,187
New +$1.86M 0.04% 328
2013
Q4 		– Sell
-999
Closed -$50K – 819
2013
Q3 		$50K Buy
+999
New +$50.6K 0.03% 247

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

Waverly Advisors's BKH Position: Q2 2026 in Review

Waverly Advisors reduced its Black Hills Corp (BKH) stake by 0.75% in Q2 2026, selling an estimated $32.9K and leaving 58,886 shares worth $4.38M. The position accounts for 0.03% of the portfolio, ranked #484.

Waverly Advisors first reported a position in BKH in Q3 2013 and has held it in 10 quarters since. 476 funds tracked by Wall St. Rank hold BKH as of Q2 2026.

  • Waverly Advisors held 58,886 shares of Black Hills Corp worth $4.38M as of Q2 2026.
  • Waverly Advisors sold 447 Black Hills Corp shares in Q2 2026, an estimated $32.9K.
  • Black Hills Corp made up 0.03% of Waverly Advisors's portfolio in Q2 2026, its #484 holding.
  • Waverly Advisors first reported a position in Black Hills Corp in Q3 2013 and has held it in 10 quarters since.
  • 476 funds tracked by Wall St. Rank held Black Hills Corp as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.