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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
Q3 		– Sell
-2,000
Closed -$29.6K – 98
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

SC
Stolper & Co Tulsa, Oklahoma $387M AUM 17.93% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
DI
Decision Investments San Diego, California $110M AUM 52.83% 1-Year Est. Return
MA
Mezzasalma Advisors Tinton Falls, New Jersey $493M AUM 39.08% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

Founders Capital Management (Texas)'s BGR Position: Q3 2026 in Review

Founders Capital Management (Texas) sold out of BlackRock Energy and Resources Trust (BGR) in Q3 2026, closing a stake of 2,000 shares — an estimated $29.6K sold.

Founders Capital Management (Texas) first reported a position in BGR in Q3 2021 and held it in 20 quarters. The position peaked at $34.6K in Q1 2026. 5 funds tracked by Wall St. Rank hold BGR as of Q3 2026.

  • Founders Capital Management (Texas) reported no remaining BlackRock Energy and Resources Trust position as of Q3 2026 after selling out during the quarter.
  • Founders Capital Management (Texas) sold 2,000 BlackRock Energy and Resources Trust shares in Q3 2026, an estimated $29.6K.
  • Founders Capital Management (Texas) first reported a position in BlackRock Energy and Resources Trust in Q3 2021 and held it in 20 quarters.
  • Founders Capital Management (Texas)'s BlackRock Energy and Resources Trust position peaked at $34.6K in Q1 2026.
  • 5 funds tracked by Wall St. Rank held BlackRock Energy and Resources Trust as of Q3 2026.

Based on Founders Capital Management (Texas)'s 13F filing for Q3 2026, filed 13 Oct 2026.