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

Concurrent Investment 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
Q1 		– Sell
-17,645
Closed -$223K – 1248
2024
Q4 		$223K Buy
+17,645
New +$233K 0.01% 951

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
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Concurrent Investment Advisors's BGR Position: Q1 2025 in Review

Concurrent Investment Advisors sold out of BlackRock Energy and Resources Trust (BGR) in Q1 2025, closing a stake of 17,645 shares — an estimated $223K sold.

Concurrent Investment Advisors first reported a position in BGR in Q4 2024 and held it in 1 quarter. The position peaked at $223K in Q4 2024. 70 funds tracked by Wall St. Rank hold BGR as of Q1 2025.

  • Concurrent Investment Advisors reported no remaining BlackRock Energy and Resources Trust position as of Q1 2025 after selling out during the quarter.
  • Concurrent Investment Advisors sold 17,645 BlackRock Energy and Resources Trust shares in Q1 2025, an estimated $223K.
  • Concurrent Investment Advisors first reported a position in BlackRock Energy and Resources Trust in Q4 2024 and held it in 1 quarter.
  • Concurrent Investment Advisors's BlackRock Energy and Resources Trust position peaked at $223K in Q4 2024.
  • 70 funds tracked by Wall St. Rank held BlackRock Energy and Resources Trust as of Q1 2025.

Based on Concurrent Investment Advisors's 13F filing for Q1 2025, filed 29 Apr 2025.