Decision Investments’s BlackRock Energy and Resources Trust BGR Stock Holding History

Decision Investments’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 Q3	$363K	Sell	21,500 -30	-0.1%	-$500	0.33%	56
2026 Q2	$319K	Buy	21,530 +460	+2%	+$7.34K	0.29%	68
2026 Q1	$365K	Hold	21,070	–	–	0.41%	48
2025 Q4	$285K	Buy	+21,070	New	+$284K	0.31%	64

Decision Investments's BGR Position: Q3 2026 in Review

Decision Investments reduced its BlackRock Energy and Resources Trust (BGR) stake by 0.14% in Q3 2026, selling an estimated $500 and leaving 21,500 shares worth $363K. The position accounts for 0.33% of the portfolio, ranked #56.

Decision Investments first reported a position in BGR in Q4 2025 and has held it in 4 quarters since. The position peaked at $365K in Q1 2026. 1 fund tracked by Wall St. Rank holds BGR as of Q3 2026.

Decision Investments held 21,500 shares of BlackRock Energy and Resources Trust worth $363K as of Q3 2026.
Decision Investments sold 30 BlackRock Energy and Resources Trust shares in Q3 2026, an estimated $500.
BlackRock Energy and Resources Trust made up 0.33% of Decision Investments's portfolio in Q3 2026, its #56 holding.
Decision Investments first reported a position in BlackRock Energy and Resources Trust in Q4 2025 and has held it in 4 quarters since.
Decision Investments's BlackRock Energy and Resources Trust position peaked at $365K in Q1 2026.
1 fund tracked by Wall St. Rank held BlackRock Energy and Resources Trust as of Q3 2026.

Based on Decision Investments's 13F filing for Q3 2026, filed 7 Oct 2026.