Bessemer Group
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Bessemer Group’s BlackRock Energy and Resources Trust BGR Stock Holding History

Bessemer Group’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
Q3 		– Sell
-666
Closed -$9K – 2492
2025
Q2 		$9K Hold
666
– – ﹤0.01% 1849
2025
Q1 		$9K Sell
666
-134
-17% -$1.78K ﹤0.01% 1805
2024
Q4 		$10K Buy
+800
New +$10.5K ﹤0.01% 1751

Other funds holding BGR

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CCMW
Cypress Capital Management (Wyoming) Sheridan, Wyoming $120M AUM 63.01% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Bessemer Group's BGR Position: Q3 2025 in Review

Bessemer Group sold out of BlackRock Energy and Resources Trust (BGR) in Q3 2025, closing a stake of 666 shares — an estimated $9K sold.

Bessemer Group first reported a position in BGR in Q4 2024 and held it in 3 quarters. The position peaked at $10K in Q4 2024. 67 funds tracked by Wall St. Rank hold BGR as of Q3 2025.

  • Bessemer Group reported no remaining BlackRock Energy and Resources Trust position as of Q3 2025 after selling out during the quarter.
  • Bessemer Group sold 666 BlackRock Energy and Resources Trust shares in Q3 2025, an estimated $9K.
  • Bessemer Group first reported a position in BlackRock Energy and Resources Trust in Q4 2024 and held it in 3 quarters.
  • Bessemer Group's BlackRock Energy and Resources Trust position peaked at $10K in Q4 2024.
  • 67 funds tracked by Wall St. Rank held BlackRock Energy and Resources Trust as of Q3 2025.

Based on Bessemer Group's 13F filing for Q3 2025, filed 5 Nov 2025.