Cypress Capital Management (Wyoming)’s BlackRock Energy and Resources Trust BGR Stock Holding History

Cypress Capital Management (Wyoming)’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	$4.6M	Sell	265,914 -41,781	-14%	-$643K	4.26%	4
2025 Q4	$4.17M	Sell	307,695 -140	-0%	-$1.89K	3.87%	5
2025 Q3	$4.18M	Buy	307,835 +3,052	+1%	+$40.9K	3.85%	6
2025 Q2	$4.04M	Buy	304,783 +183,190	+151%	+$2.3M	4.39%	5
2025 Q1	$1.65M	Buy	+121,593	New	+$1.62M	1.97%	15

Other funds holding BGR

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B 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 $10.4B AUM 4.78% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

TJHA

Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return

Cypress Capital Management (Wyoming)'s BGR Position: Q1 2026 in Review

Cypress Capital Management (Wyoming) reduced its BlackRock Energy and Resources Trust (BGR) stake by 14% in Q1 2026, selling an estimated $643K and leaving 265,914 shares worth $4.6M. The position accounts for 4.26% of the portfolio, ranked #4.

Cypress Capital Management (Wyoming) first reported a position in BGR in Q1 2025 and has held it in 5 quarters since. 85 funds tracked by Wall St. Rank hold BGR as of Q1 2026.

Cypress Capital Management (Wyoming) held 265,914 shares of BlackRock Energy and Resources Trust worth $4.6M as of Q1 2026.
Cypress Capital Management (Wyoming) sold 41,781 BlackRock Energy and Resources Trust shares in Q1 2026, an estimated $643K.
BlackRock Energy and Resources Trust made up 4.26% of Cypress Capital Management (Wyoming)'s portfolio in Q1 2026, its #4 holding.
Cypress Capital Management (Wyoming) first reported a position in BlackRock Energy and Resources Trust in Q1 2025 and has held it in 5 quarters since.
85 funds tracked by Wall St. Rank held BlackRock Energy and Resources Trust as of Q1 2026.

Based on Cypress Capital Management (Wyoming)'s 13F filing for Q1 2026, filed 8 May 2026.