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Founders Capital Management (Texas)’s BlackRock Energy and Resources Trust BGR Stock Holding History

Founders Capital Management (Texas)’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 		$29.6K Hold
2,000
– – 0.01% 214
2026
Q1 		$34.6K Hold
2,000
– – 0.02% 186
2025
Q4 		$27.1K Hold
2,000
– – 0.01% 213
2025
Q3 		$27.1K Hold
2,000
– – 0.01% 208
2025
Q2 		$26.5K Hold
2,000
– – 0.02% 201
2025
Q1 		$27.2K Hold
2,000
– – 0.02% 187
2024
Q4 		$25.2K Hold
2,000
– – 0.02% 201
2024
Q3 		$25.8K Hold
2,000
– – 0.02% 205
2024
Q2 		$26.4K Hold
2,000
– – 0.02% 202
2024
Q1 		$26.5K Hold
2,000
– – 0.02% 193
2023
Q4 		$24.9K Hold
2,000
– – 0.02% 210
2023
Q3 		$26.2K Hold
2,000
– – 0.02% 195
2023
Q2 		$24.1K Hold
2,000
– – 0.02% 216
2023
Q1 		$24K Hold
2,000
– – 0.02% 207
2022
Q4 		$25K Hold
2,000
– – 0.02% 201
2022
Q3 		$22K Hold
2,000
– – 0.02% 204
2022
Q2 		$22K Hold
2,000
– – 0.02% 216
2022
Q1 		$19K Hold
2,000
– – 0.01% 215
2021
Q4 		$19K Hold
2,000
– – 0.01% 215
2021
Q3 		$19K Buy
+2,000
New +$18K 0.01% 219

Other funds holding BGR

AIA
Absolute Investment Advisers Rosemary Beach, Florida $1.03B AUM 1% 1-Year Est. Return
ZCP
Z3 Capital Partners Richmond, Virginia $476M AUM
FAM
Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return
SC
Stolper & Co Tulsa, Oklahoma $387M AUM 25.53% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ATS
Ashton Thomas Securities Rochester, New York $677M AUM 22.42% 1-Year Est. Return
UPS
UHLMANN PRICE SECURITIES Skokie, Illinois $2.68B AUM 149.5% 1-Year Est. Return
NFG
Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return

Founders Capital Management (Texas)'s BGR Position: Q2 2026 in Review

Founders Capital Management (Texas) held its BlackRock Energy and Resources Trust (BGR) position steady in Q2 2026 at 2,000 shares worth $29.6K. The position accounts for 0.01% of the portfolio, ranked #214.

Founders Capital Management (Texas) first reported a position in BGR in Q3 2021 and has held it in 20 quarters since. The position peaked at $34.6K in Q1 2026. 27 funds tracked by Wall St. Rank hold BGR as of Q2 2026.

  • Founders Capital Management (Texas) held 2,000 shares of BlackRock Energy and Resources Trust worth $29.6K as of Q2 2026.
  • Founders Capital Management (Texas) left its BlackRock Energy and Resources Trust share count unchanged in Q2 2026.
  • BlackRock Energy and Resources Trust made up 0.01% of Founders Capital Management (Texas)'s portfolio in Q2 2026, its #214 holding.
  • Founders Capital Management (Texas) first reported a position in BlackRock Energy and Resources Trust in Q3 2021 and has held it in 20 quarters since.
  • Founders Capital Management (Texas)'s BlackRock Energy and Resources Trust position peaked at $34.6K in Q1 2026.
  • 27 funds tracked by Wall St. Rank held BlackRock Energy and Resources Trust as of Q2 2026.

Based on Founders Capital Management (Texas)'s 13F filing for Q2 2026, filed 21 Jul 2026.