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WealthPLAN Partners’s Black Hills Corp BKH Stock Holding History

WealthPLAN Partners’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
2024
Q1 		– Sell
-4,814
Closed -$260K – 311
2023
Q4 		$260K Sell
4,814
-130,964
-96% -$6.72M 0.03% 283
2023
Q3 		$6.87M Buy
135,778
+70,828
+109% +$4.02M 0.8% 37
2023
Q2 		$3.91M Sell
64,950
-75,572
-54% -$4.79M 0.55% 45
2023
Q1 		$8.87M Sell
140,522
-155,327
-53% -$10.2M 1.01% 28
2022
Q4 		$18.8M Buy
+295,849
New +$19.9M 1.31% 19
2022
Q1 		$17M Buy
232,406
+17,965
+8% +$1.25M 1.18% 20
2021
Q4 		$14.5M Buy
214,441
+12,248
+6% +$812K 0.96% 32
2021
Q3 		$13.5M Buy
202,193
+12,622
+7% +$861K 0.9% 38
2021
Q2 		$13.5M Buy
189,571
+17,906
+10% +$1.22M 0.95% 36
2021
Q1 		$11.8M Buy
171,665
+15,045
+10% +$935K 0.91% 35
2020
Q4 		$9.55M Buy
156,620
+18,268
+13% +$1.09M 0.81% 41
2020
Q3 		$8.51M Buy
138,352
+20,558
+17% +$1.17M 0.83% 37
2020
Q2 		$6.95M Buy
117,794
+12,875
+12% +$779K 0.72% 43
2020
Q1 		$5.96M Buy
104,919
+11,680
+13% +$883K 0.77% 44
2019
Q4 		$7.82M Buy
93,239
+4,813
+5% +$371K 0.92% 26
2019
Q3 		$6.69M Buy
88,426
+5,786
+7% +$450K 0.91% 29
2019
Q2 		$6.32M Sell
82,640
-4,099
-5% -$309K 0.95% 26
2019
Q1 		$6.58M Buy
86,739
+4,905
+6% +$338K 1.03% 21
2018
Q4 		$5.7M Buy
81,834
+41,945
+105% +$2.64M 0.92% 31
2018
Q3 		$2.57M Buy
39,889
+6,167
+18% +$370K 0.47% 62
2018
Q2 		$2.06M Buy
+33,722
New +$1.92M 0.42% 70

Other funds holding BKH

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WealthPLAN Partners's BKH Position: Q1 2024 in Review

WealthPLAN Partners sold out of Black Hills Corp (BKH) in Q1 2024, closing a stake of 4,814 shares — an estimated $260K sold.

WealthPLAN Partners first reported a position in BKH in Q2 2018 and held it in 21 quarters. The position peaked at $18.8M in Q4 2022. 394 funds tracked by Wall St. Rank hold BKH as of Q1 2024.

  • WealthPLAN Partners reported no remaining Black Hills Corp position as of Q1 2024 after selling out during the quarter.
  • WealthPLAN Partners sold 4,814 Black Hills Corp shares in Q1 2024, an estimated $260K.
  • WealthPLAN Partners first reported a position in Black Hills Corp in Q2 2018 and held it in 21 quarters.
  • WealthPLAN Partners's Black Hills Corp position peaked at $18.8M in Q4 2022.
  • 394 funds tracked by Wall St. Rank held Black Hills Corp as of Q1 2024.

Based on WealthPLAN Partners's 13F filing for Q1 2024, filed 7 May 2024.