EverSource Wealth Advisors’s BlackRock Energy and Resources Trust BGR Stock Holding History

EverSource Wealth 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
2026 Q2	$74.4K	Hold	5,020	–	–	﹤0.01%	1543
2026 Q1	$86.9K	Hold	5,020	–	–	﹤0.01%	1521
2025 Q4	$68K	Hold	5,020	–	–	﹤0.01%	1534
2025 Q3	$68.1K	Buy	5,020 +4,000	+392%	+$53.6K	﹤0.01%	1483
2025 Q2	$13.5K	Hold	1,020	–	–	﹤0.01%	2600
2025 Q1	$13.9K	Hold	1,020	–	–	﹤0.01%	1908
2024 Q4	$12.9K	Hold	1,020	–	–	﹤0.01%	1872
2024 Q3	$13.1K	Buy	1,020 +200	+24%	+$2.59K	﹤0.01%	1719
2024 Q2	$10.9K	Hold	820	–	–	﹤0.01%	1804
2024 Q1	$10.7K	Buy	+820	New	+$10.2K	﹤0.01%	1652
2023 Q3	–	Sell	-19	Closed	-$229	–	2513
2023 Q2	$229	Hold	19	–	–	﹤0.01%	2416
2023 Q1	$231	Hold	19	–	–	﹤0.01%	2305
2022 Q4	$238	Hold	19	–	–	﹤0.01%	2252
2022 Q3	$0	Buy	+19	New	+$213	﹤0.01%	1974

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

EverSource Wealth Advisors's BGR Position: Q2 2026 in Review

EverSource Wealth Advisors held its BlackRock Energy and Resources Trust (BGR) position steady in Q2 2026 at 5,020 shares worth $74.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1543.

EverSource Wealth Advisors first reported a position in BGR in Q3 2022 and has held it in 14 quarters since. The position peaked at $86.9K in Q1 2026. 90 funds tracked by Wall St. Rank hold BGR as of Q2 2026.

EverSource Wealth Advisors held 5,020 shares of BlackRock Energy and Resources Trust worth $74.4K as of Q2 2026.
EverSource Wealth Advisors left its BlackRock Energy and Resources Trust share count unchanged in Q2 2026.
BlackRock Energy and Resources Trust made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1543 holding.
EverSource Wealth Advisors first reported a position in BlackRock Energy and Resources Trust in Q3 2022 and has held it in 14 quarters since.
EverSource Wealth Advisors's BlackRock Energy and Resources Trust position peaked at $86.9K in Q1 2026.
90 funds tracked by Wall St. Rank held BlackRock Energy and Resources Trust as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.