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Creekmur Asset Management’s BlackRock Energy and Resources Trust BGR Stock Holding History

Creekmur Asset Management’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
Q3 		$43.1K Hold
3,176
– – 0.01% 355
2025
Q2 		$42.1K Buy
+3,176
New +$39.9K 0.01% 364

Other funds holding BGR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CCMW
Cypress Capital Management (Wyoming) Sheridan, Wyoming $108M AUM 54.47% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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 $83.7B AUM 27.22% 1-Year Est. Return

Creekmur Asset Management's BGR Position: Q3 2025 in Review

Creekmur Asset Management held its BlackRock Energy and Resources Trust (BGR) position steady in Q3 2025 at 3,176 shares worth $43.1K. The position accounts for 0.01% of the portfolio, ranked #355.

Creekmur Asset Management first reported a position in BGR in Q2 2025 and has held it in 2 quarters since. 67 funds tracked by Wall St. Rank hold BGR as of Q3 2025.

  • Creekmur Asset Management held 3,176 shares of BlackRock Energy and Resources Trust worth $43.1K as of Q3 2025.
  • Creekmur Asset Management left its BlackRock Energy and Resources Trust share count unchanged in Q3 2025.
  • BlackRock Energy and Resources Trust made up 0.01% of Creekmur Asset Management's portfolio in Q3 2025, its #355 holding.
  • Creekmur Asset Management first reported a position in BlackRock Energy and Resources Trust in Q2 2025 and has held it in 2 quarters since.
  • 67 funds tracked by Wall St. Rank held BlackRock Energy and Resources Trust as of Q3 2025.

Based on Creekmur Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.