WealthPlan Investment Management’s Black Hills Corp BKH Stock Holding History

WealthPlan Investment Management’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
2023 Q4	–	Sell	-176,146	Closed	-$8.91M	–	192
2023 Q3	$8.91M	Buy	176,146 +89,488	+103%	+$5.08M	1.58%	19
2023 Q2	$5.22M	Sell	86,658 -84,578	-49%	-$5.36M	1.56%	15
2023 Q1	$10.8M	Sell	171,236 -122,459	-42%	-$8.07M	1.86%	9
2022 Q4	$18.7M	Buy	293,695 +6,548	+2%	+$440K	1.31%	19
2022 Q3	$20M	Buy	+287,147	New	+$21.5M	1.46%	12
2022 Q1	$17M	Buy	+232,406	New	+$16.2M	1.18%	20

Other funds holding BKH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

WealthPlan Investment Management's BKH Position: Q4 2023 in Review

WealthPlan Investment Management sold out of Black Hills Corp (BKH) in Q4 2023, closing a stake of 176,146 shares — an estimated $8.91M sold.

WealthPlan Investment Management first reported a position in BKH in Q1 2022 and held it in 6 quarters. The position peaked at $20M in Q3 2022. 365 funds tracked by Wall St. Rank hold BKH as of Q4 2023.

WealthPlan Investment Management reported no remaining Black Hills Corp position as of Q4 2023 after selling out during the quarter.
WealthPlan Investment Management sold 176,146 Black Hills Corp shares in Q4 2023, an estimated $8.91M.
WealthPlan Investment Management first reported a position in Black Hills Corp in Q1 2022 and held it in 6 quarters.
WealthPlan Investment Management's Black Hills Corp position peaked at $20M in Q3 2022.
365 funds tracked by Wall St. Rank held Black Hills Corp as of Q4 2023.

Based on WealthPlan Investment Management's 13F filing for Q4 2023, filed 5 Jan 2024.