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Hantz Financial Services’s BlackRock Energy and Resources Trust BGR Stock Holding History

Hantz Financial Services’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
Q1 		$0 Hold
1
– – ﹤0.01% 2460
2025
Q4 		$0 Buy
+1
New +$13 ﹤0.01% 2414

Other funds holding BGR

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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CCMW
Cypress Capital Management (Wyoming) Sheridan, Wyoming $108M AUM 54.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AIA
Absolute Investment Advisers Rosemary Beach, Florida $852M AUM 0.1% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Hantz Financial Services's BGR Position: Q1 2026 in Review

Hantz Financial Services held its BlackRock Energy and Resources Trust (BGR) position steady in Q1 2026 at 1 share worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #2460.

Hantz Financial Services first reported a position in BGR in Q4 2025 and has held it in 2 quarters since. 85 funds tracked by Wall St. Rank hold BGR as of Q1 2026.

  • Hantz Financial Services held 1 share of BlackRock Energy and Resources Trust worth $0 as of Q1 2026.
  • Hantz Financial Services left its BlackRock Energy and Resources Trust share count unchanged in Q1 2026.
  • BlackRock Energy and Resources Trust made up ﹤0.01% of Hantz Financial Services's portfolio in Q1 2026, its #2460 holding.
  • Hantz Financial Services first reported a position in BlackRock Energy and Resources Trust in Q4 2025 and has held it in 2 quarters since.
  • 85 funds tracked by Wall St. Rank held BlackRock Energy and Resources Trust as of Q1 2026.

Based on Hantz Financial Services's 13F filing for Q1 2026, filed 1 May 2026.