CIBC Private Wealth Group
BGR icon

CIBC Private Wealth Group’s BlackRock Energy and Resources Trust BGR Stock Holding History

CIBC Private Wealth 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
Q2 		– Sell
-1
Closed -$11 – 3100
2025
Q1 		$11 Buy
+1
New +$13 ﹤0.01% 3051

Other funds holding BGR

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Allspring Global Investments
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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

CIBC Private Wealth Group's BGR Position: Q2 2025 in Review

CIBC Private Wealth Group sold out of BlackRock Energy and Resources Trust (BGR) in Q2 2025, closing a stake of 1 share — an estimated $11 sold.

CIBC Private Wealth Group first reported a position in BGR in Q1 2025 and held it in 1 quarter. The position peaked at $11 in Q1 2025. 69 funds tracked by Wall St. Rank hold BGR as of Q2 2025.

  • CIBC Private Wealth Group reported no remaining BlackRock Energy and Resources Trust position as of Q2 2025 after selling out during the quarter.
  • CIBC Private Wealth Group sold 1 BlackRock Energy and Resources Trust share in Q2 2025, an estimated $11.
  • CIBC Private Wealth Group first reported a position in BlackRock Energy and Resources Trust in Q1 2025 and held it in 1 quarter.
  • CIBC Private Wealth Group's BlackRock Energy and Resources Trust position peaked at $11 in Q1 2025.
  • 69 funds tracked by Wall St. Rank held BlackRock Energy and Resources Trust as of Q2 2025.

Based on CIBC Private Wealth Group's 13F filing for Q2 2025, filed 12 Aug 2025.