Cetera Investment Advisers
BGR icon

Cetera Investment Advisers’s BlackRock Energy and Resources Trust BGR Stock Holding History

Cetera Investment Advisers’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 		$1.12M Buy
64,454
+2,864
+5% +$44.1K ﹤0.01% 2813
2025
Q4 		$834K Buy
61,590
+2,945
+5% +$39.7K ﹤0.01% 2988
2025
Q3 		$796K Buy
58,645
+7,005
+14% +$93.9K ﹤0.01% 2982
2025
Q2 		$685K Buy
51,640
+386
+0.8% +$4.86K ﹤0.01% 2713
2025
Q1 		$696K Buy
51,254
+105
+0.2% +$1.4K ﹤0.01% 2570
2024
Q4 		$645K Sell
51,149
-1,816
-3% -$23.9K ﹤0.01% 2481
2024
Q3 		$682K Sell
52,965
-2,276
-4% -$29.5K ﹤0.01% 2397
2024
Q2 		$730K Buy
55,241
+2,167
+4% +$28.6K ﹤0.01% 2302
2024
Q1 		$703K Buy
+53,074
New +$660K ﹤0.01% 2347
2023
Q4 		– Sell
-10,930
Closed -$143K – 2245
2023
Q3 		$143K Sell
10,930
-1,556
-12% -$19.6K ﹤0.01% 2047
2023
Q2 		$150K Buy
+12,486
New +$150K ﹤0.01% 2036
2023
Q1 		– Sell
-10,623
Closed -$133K – 2174
2022
Q4 		$133K Buy
+10,623
New +$132K ﹤0.01% 1966

Other funds holding BGR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Raymond James Financial
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
UBS Group Zurich, Switzerland $564B 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 $6.41B AUM 4.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return