Ancora Advisors’s BlackRock Energy and Resources Trust BGR Stock Holding History

Ancora Advisors’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
2026 Q1	$121K	Hold	7,000	–	–	﹤0.01%	861
2025 Q4	$94.8K	Hold	7,000	–	–	﹤0.01%	931
2025 Q3	$95K	Hold	7,000	–	–	﹤0.01%	879
2025 Q2	$92.8K	Hold	7,000	–	–	﹤0.01%	891
2025 Q1	$95.1K	Hold	7,000	–	–	﹤0.01%	871
2024 Q4	$88.3K	Hold	7,000	–	–	﹤0.01%	874
2024 Q3	$90.2K	Hold	7,000	–	–	﹤0.01%	845
2024 Q2	$92.5K	Hold	7,000	–	–	﹤0.01%	808
2024 Q1	$92.8K	Sell	7,000 -118	-2%	-$1.47K	﹤0.01%	815
2023 Q4	$88.6K	Sell	7,118 -491	-6%	-$6.18K	﹤0.01%	815
2023 Q3	$99.8K	Hold	7,609	–	–	﹤0.01%	782
2023 Q2	$91.6K	Hold	7,609	–	–	﹤0.01%	789
2023 Q1	$92.5K	Hold	7,609	–	–	﹤0.01%	780
2022 Q4	$96K	Sell	7,609 -985	-11%	-$12.3K	﹤0.01%	830
2022 Q3	$92K	Hold	8,594	–	–	﹤0.01%	925
2022 Q2	$94K	Hold	8,594	–	–	﹤0.01%	988
2022 Q1	$99K	Hold	8,594	–	–	﹤0.01%	1030
2021 Q4	$81K	Hold	8,594	–	–	﹤0.01%	1092
2021 Q3	$81K	Hold	8,594	–	–	﹤0.01%	1038
2021 Q2	$85K	Hold	8,594	–	–	﹤0.01%	952
2021 Q1	$76K	Hold	8,594	–	–	﹤0.01%	946
2020 Q4	$61K	Hold	8,594	–	–	﹤0.01%	838
2020 Q3	$52K	Hold	8,594	–	–	﹤0.01%	844
2020 Q2	$63K	Buy	8,594 +7,000	+439%	+$50K	﹤0.01%	785
2020 Q1	$10K	Hold	1,594	–	–	﹤0.01%	1177
2019 Q4	$19K	Buy	+1,594	New	+$17.8K	﹤0.01%	1073
2018 Q4	–	Sell	-1,594	Closed	-$23K	–	668
2018 Q3	$23K	Buy	+1,594	New	+$23.6K	﹤0.01%	1037
2017 Q1	–	Sell	-1,594	Closed	-$23K	–	655
2016 Q4	$23K	Buy	+1,594	New	+$22.6K	﹤0.01%	911

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

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

CCMW

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

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

AIA

Absolute Investment Advisers Rosemary Beach, Florida $852M AUM 0.1% 1-Year Est. Return

AAM

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

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

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

Ancora Advisors's BGR Position: Q1 2026 in Review

Ancora Advisors held its BlackRock Energy and Resources Trust (BGR) position steady in Q1 2026 at 7,000 shares worth $121K. The position accounts for ﹤0.01% of the portfolio, ranked #861.

Ancora Advisors first reported a position in BGR in Q4 2016 and has held it in 28 quarters since. 85 funds tracked by Wall St. Rank hold BGR as of Q1 2026.

Ancora Advisors held 7,000 shares of BlackRock Energy and Resources Trust worth $121K as of Q1 2026.
Ancora Advisors left its BlackRock Energy and Resources Trust share count unchanged in Q1 2026.
BlackRock Energy and Resources Trust made up ﹤0.01% of Ancora Advisors's portfolio in Q1 2026, its #861 holding.
Ancora Advisors first reported a position in BlackRock Energy and Resources Trust in Q4 2016 and has held it in 28 quarters since.
85 funds tracked by Wall St. Rank held BlackRock Energy and Resources Trust as of Q1 2026.

Based on Ancora Advisors's 13F filing for Q1 2026, filed 15 May 2026.