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Fortitude Family Office’s BlackRock Energy and Resources Trust BGR Stock Holding History

Fortitude Family Office’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 		– Sell
-1,018
Closed -$13.5K – 2004
2025
Q2 		$13.5K Sell
1,018
-270
-21% -$3.4K ﹤0.01% 469
2025
Q1 		$17.5K Sell
1,288
-259
-17% -$3.45K 0.01% 422
2024
Q4 		$19.5K Hold
1,547
– – 0.01% 460
2024
Q3 		$19.9K Buy
+1,547
New +$20K 0.01% 419

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 $74.2B AUM 21.09% 1-Year Est. Return

Fortitude Family Office's BGR Position: Q3 2025 in Review

Fortitude Family Office sold out of BlackRock Energy and Resources Trust (BGR) in Q3 2025, closing a stake of 1,018 shares — an estimated $13.5K sold.

Fortitude Family Office first reported a position in BGR in Q3 2024 and held it in 4 quarters. The position peaked at $19.9K in Q3 2024. 67 funds tracked by Wall St. Rank hold BGR as of Q3 2025.

  • Fortitude Family Office reported no remaining BlackRock Energy and Resources Trust position as of Q3 2025 after selling out during the quarter.
  • Fortitude Family Office sold 1,018 BlackRock Energy and Resources Trust shares in Q3 2025, an estimated $13.5K.
  • Fortitude Family Office first reported a position in BlackRock Energy and Resources Trust in Q3 2024 and held it in 4 quarters.
  • Fortitude Family Office's BlackRock Energy and Resources Trust position peaked at $19.9K in Q3 2024.
  • 67 funds tracked by Wall St. Rank held BlackRock Energy and Resources Trust as of Q3 2025.

Based on Fortitude Family Office's 13F filing for Q3 2025, filed 17 Oct 2025.