Ameritas Advisory Services’s BlackRock Energy and Resources Trust BGR Stock Holding History

Ameritas Advisory Services’s Portfolio BGR Stock Details BGR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-950	Closed	-$12.9K	–	1037
2025 Q3	$12.9K	Sell	950 -850	-47%	-$11.4K	﹤0.01%	1577
2025 Q2	$23.9K	Buy	+1,800	New	+$22.6K	﹤0.01%	1672
2023 Q2	–	Sell	-3,330	Closed	-$40.5K	–	739
2023 Q1	$40.5K	Buy	+3,330	New	+$41.6K	﹤0.01%	1349

Other funds holding BGR

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

CCMW

Cypress Capital Management (Wyoming) Sheridan, Wyoming $108M AUM 54.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameritas Advisory Services's BGR Position: Q4 2025 in Review

Ameritas Advisory Services sold out of BlackRock Energy and Resources Trust (BGR) in Q4 2025, closing a stake of 950 shares — an estimated $12.9K sold.

Ameritas Advisory Services first reported a position in BGR in Q1 2023 and held it in 3 quarters. The position peaked at $40.5K in Q1 2023. 78 funds tracked by Wall St. Rank hold BGR as of Q4 2025.

Ameritas Advisory Services reported no remaining BlackRock Energy and Resources Trust position as of Q4 2025 after selling out during the quarter.
Ameritas Advisory Services sold 950 BlackRock Energy and Resources Trust shares in Q4 2025, an estimated $12.9K.
Ameritas Advisory Services first reported a position in BlackRock Energy and Resources Trust in Q1 2023 and held it in 3 quarters.
Ameritas Advisory Services's BlackRock Energy and Resources Trust position peaked at $40.5K in Q1 2023.
78 funds tracked by Wall St. Rank held BlackRock Energy and Resources Trust as of Q4 2025.

Based on Ameritas Advisory Services's 13F filing for Q4 2025, filed 4 Feb 2026.