Cypress Capital Group’s BlackRock Energy and Resources Trust BGR Stock Holding History

Cypress Capital 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
2026 Q2	$178K	Sell	11,996 -28	-0.2%	-$447	0.02%	307
2026 Q1	$208K	Buy	+12,024	New	+$185K	0.02%	239

Other funds holding BGR

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return

CCMW

Cypress Capital Management (Wyoming) Sheridan, Wyoming $120M AUM 63.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

TJHA

Thomas J. Herzfeld Advisors Miami Beach, Florida $326M AUM 0.12% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

AIA

Absolute Investment Advisers Rosemary Beach, Florida $1.03B AUM 1% 1-Year Est. Return

Cypress Capital Group's BGR Position: Q2 2026 in Review

Cypress Capital Group reduced its BlackRock Energy and Resources Trust (BGR) stake by 0.23% in Q2 2026, selling an estimated $447 and leaving 11,996 shares worth $178K. The position accounts for 0.02% of the portfolio, ranked #307.

Cypress Capital Group first reported a position in BGR in Q1 2026 and has held it in 2 quarters since. The position peaked at $208K in Q1 2026. 90 funds tracked by Wall St. Rank hold BGR as of Q2 2026.

Cypress Capital Group held 11,996 shares of BlackRock Energy and Resources Trust worth $178K as of Q2 2026.
Cypress Capital Group sold 28 BlackRock Energy and Resources Trust shares in Q2 2026, an estimated $447.
BlackRock Energy and Resources Trust made up 0.02% of Cypress Capital Group's portfolio in Q2 2026, its #307 holding.
Cypress Capital Group first reported a position in BlackRock Energy and Resources Trust in Q1 2026 and has held it in 2 quarters since.
Cypress Capital Group's BlackRock Energy and Resources Trust position peaked at $208K in Q1 2026.
90 funds tracked by Wall St. Rank held BlackRock Energy and Resources Trust as of Q2 2026.

Based on Cypress Capital Group's 13F filing for Q2 2026, filed 5 Aug 2026.