Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s BlackRock Energy and Resources Trust BGR Stock Holding History

Cambridge Investment Research 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
2025
Q2 		– Sell
-18,080
Closed -$246K – 3629
2025
Q1 		$246K Buy
+18,080
New +$241K ﹤0.01% 3041
2022
Q3 		– Sell
-19,100
Closed -$210K – 3067
2022
Q2 		$210K Sell
19,100
-5,111
-21% -$61.1K ﹤0.01% 2687
2022
Q1 		$281K Buy
24,211
+10,233
+73% +$112K ﹤0.01% 2601
2021
Q4 		$133K Buy
13,978
+1,037
+8% +$10.2K ﹤0.01% 2986
2021
Q3 		$123K Buy
12,941
+30
+0.2% +$270 ﹤0.01% 2920
2021
Q2 		$127K Sell
12,911
-6,874
-35% -$64.3K ﹤0.01% 2932
2021
Q1 		$176K Buy
19,785
+5,083
+35% +$42.2K ﹤0.01% 2666
2020
Q4 		$104K Buy
14,702
+3,324
+29% +$22K ﹤0.01% 2596
2020
Q3 		$68K Buy
11,378
+434
+4% +$2.97K ﹤0.01% 2429
2020
Q2 		$79K Buy
10,944
+399
+4% +$2.85K ﹤0.01% 2340
2020
Q1 		$66K Sell
10,545
-3,722
-26% -$37K ﹤0.01% 2162
2019
Q4 		$169K Sell
14,267
-1,710
-11% -$19.1K ﹤0.01% 2253
2019
Q3 		$179K Buy
15,977
+1,013
+7% +$11.2K ﹤0.01% 2145
2019
Q2 		$179K Sell
14,964
-1,958
-12% -$23.2K ﹤0.01% 2024
2019
Q1 		$205K Buy
16,922
+252
+2% +$2.98K ﹤0.01% 2057
2018
Q4 		$174K Buy
16,670
+1,798
+12% +$22.6K ﹤0.01% 1959
2018
Q3 		$217K Sell
14,872
-2,935
-16% -$43.4K ﹤0.01% 2002
2018
Q2 		$271K Sell
17,807
-896
-5% -$13.1K ﹤0.01% 1809
2018
Q1 		$247K Sell
18,703
-28,918
-61% -$407K ﹤0.01% 1817
2017
Q4 		$675K Buy
47,621
+171
+0.4% +$2.33K 0.01% 1131
2017
Q3 		$651K Buy
47,450
+31,294
+194% +$405K 0.01% 1076
2017
Q2 		$210K Buy
16,156
+723
+5% +$9.71K ﹤0.01% 1723
2017
Q1 		$212K Buy
15,433
+4,284
+38% +$60.6K ﹤0.01% 1578
2016
Q4 		$161K Buy
+11,149
New +$158K ﹤0.01% 1540
2016
Q3 		– Sell
-11,215
Closed -$159K – 1747
2016
Q2 		$159K Buy
11,215
+383
+4% +$5.26K ﹤0.01% 1425
2016
Q1 		$141K Buy
+10,832
New +$131K ﹤0.01% 1467
2014
Q4 		– Sell
-14,164
Closed -$339K – 1376
2014
Q3 		$339K Sell
14,164
-3,447
-20% -$89.8K 0.01% 1031
2014
Q2 		$475K Sell
17,611
-897
-5% -$22.9K 0.02% 774
2014
Q1 		$447K Sell
18,508
-1,480
-7% -$35.2K 0.02% 764
2013
Q4 		$486K Buy
19,988
+94
+0.5% +$2.44K 0.02% 663
2013
Q3 		$513K Sell
19,894
-1,778
-8% -$45.7K 0.02% 616
2013
Q2 		$542K Buy
+21,672
New +$554K 0.03% 508

Other funds holding BGR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Invesco
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
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Cambridge Investment Research Advisors's BGR Position: Q2 2025 in Review

Cambridge Investment Research Advisors sold out of BlackRock Energy and Resources Trust (BGR) in Q2 2025, closing a stake of 18,080 shares — an estimated $246K sold.

Cambridge Investment Research Advisors first reported a position in BGR in Q2 2013 and held it in 32 quarters. The position peaked at $675K in Q4 2017. 69 funds tracked by Wall St. Rank hold BGR as of Q2 2025.

  • Cambridge Investment Research Advisors reported no remaining BlackRock Energy and Resources Trust position as of Q2 2025 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 18,080 BlackRock Energy and Resources Trust shares in Q2 2025, an estimated $246K.
  • Cambridge Investment Research Advisors first reported a position in BlackRock Energy and Resources Trust in Q2 2013 and held it in 32 quarters.
  • Cambridge Investment Research Advisors's BlackRock Energy and Resources Trust position peaked at $675K in Q4 2017.
  • 69 funds tracked by Wall St. Rank held BlackRock Energy and Resources Trust as of Q2 2025.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.