WI
BKH icon

WBI Investments’s Black Hills Corp BKH Stock Holding History

WBI Investments’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
-8,344
Closed -$488K – 236
2024
Q4 		$488K Buy
8,344
+203
+2% +$12.3K 0.12% 151
2024
Q3 		$498K Sell
8,141
-3,352
-29% -$195K 0.12% 171
2024
Q2 		$625K Buy
+11,493
New +$626K 0.15% 111
2018
Q3 		– Sell
-204,080
Closed -$12.5M – 250
2018
Q2 		$12.5M Buy
+204,080
New +$11.6M 0.66% 39
2016
Q1 		– Sell
-147,478
Closed -$6.85M – 132
2015
Q4 		$6.85M Buy
+147,478
New +$6.48M 0.2% 89

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

WBI Investments's BKH Position: Q1 2025 in Review

WBI Investments sold out of Black Hills Corp (BKH) in Q1 2025, closing a stake of 8,344 shares — an estimated $488K sold.

WBI Investments first reported a position in BKH in Q4 2015 and held it in 5 quarters. The position peaked at $12.5M in Q2 2018. 412 funds tracked by Wall St. Rank hold BKH as of Q1 2025.

  • WBI Investments reported no remaining Black Hills Corp position as of Q1 2025 after selling out during the quarter.
  • WBI Investments sold 8,344 Black Hills Corp shares in Q1 2025, an estimated $488K.
  • WBI Investments first reported a position in Black Hills Corp in Q4 2015 and held it in 5 quarters.
  • WBI Investments's Black Hills Corp position peaked at $12.5M in Q2 2018.
  • 412 funds tracked by Wall St. Rank held Black Hills Corp as of Q1 2025.

Based on WBI Investments's 13F filing for Q1 2025, filed 22 May 2025.