Boaz Weinstein’s BlackRock Energy and Resources Trust BGR Stock Holding History

Boaz Weinstein’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 Q2	$1.38M	Buy	+93,440	New	+$1.49M	0.04%	203
2025 Q1	–	Sell	-47,819	Closed	-$603K	–	272
2024 Q4	$603K	Buy	+47,819	New	+$630K	0.01%	138
2023 Q4	–	Sell	-167,630	Closed	-$2.2M	–	500
2023 Q3	$2.2M	Sell	167,630 -87,229	-34%	-$1.1M	0.05%	206
2023 Q2	$3.07M	Buy	+254,859	New	+$3.07M	0.08%	192

Other funds holding BGR

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return

CCMW

Cypress Capital Management (Wyoming) Sheridan, Wyoming $120M AUM 63.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

TJHA

Thomas J. Herzfeld Advisors Miami Beach, Florida $326M AUM 0.12% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

AIA

Absolute Investment Advisers Rosemary Beach, Florida $1.03B AUM 1% 1-Year Est. Return

Boaz Weinstein's BGR Position: Q2 2026 in Review

Boaz Weinstein opened a new position in BlackRock Energy and Resources Trust (BGR) in Q2 2026: 93,440 shares worth $1.38M. The stake represents 0.04% of the portfolio and ranks #203 among its holdings. This is a return to the name: Boaz Weinstein previously reported a position in BGR as recently as Q4 2024.

Boaz Weinstein first reported a position in BGR in Q2 2023 and has held it in 4 quarters since. The position peaked at $3.07M in Q2 2023. 90 funds tracked by Wall St. Rank hold BGR as of Q2 2026.

Boaz Weinstein held 93,440 shares of BlackRock Energy and Resources Trust worth $1.38M as of Q2 2026.
BlackRock Energy and Resources Trust was a new Boaz Weinstein position in Q2 2026.
BlackRock Energy and Resources Trust made up 0.04% of Boaz Weinstein's portfolio in Q2 2026, its #203 holding.
Boaz Weinstein first reported a position in BlackRock Energy and Resources Trust in Q2 2023 and has held it in 4 quarters since.
Boaz Weinstein's BlackRock Energy and Resources Trust position peaked at $3.07M in Q2 2023.
90 funds tracked by Wall St. Rank held BlackRock Energy and Resources Trust as of Q2 2026.

Based on Saba Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.