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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
Q2 		$0 Hold
1
– – ﹤0.01% 2476
2026
Q1 		$0 Hold
1
– – ﹤0.01% 2460
2025
Q4 		$0 Buy
+1
New +$13 ﹤0.01% 2414

Other funds holding BGR

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wells Fargo
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
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
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

Hantz Financial Services's BGR Position: Q2 2026 in Review

Hantz Financial Services held its BlackRock Energy and Resources Trust (BGR) position steady in Q2 2026 at 1 share worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #2476.

Hantz Financial Services first reported a position in BGR in Q4 2025 and has held it in 3 quarters since. 90 funds tracked by Wall St. Rank hold BGR as of Q2 2026.

  • Hantz Financial Services held 1 share of BlackRock Energy and Resources Trust worth $0 as of Q2 2026.
  • Hantz Financial Services left its BlackRock Energy and Resources Trust share count unchanged in Q2 2026.
  • BlackRock Energy and Resources Trust made up ﹤0.01% of Hantz Financial Services's portfolio in Q2 2026, its #2476 holding.
  • Hantz Financial Services first reported a position in BlackRock Energy and Resources Trust in Q4 2025 and has held it in 3 quarters since.
  • 90 funds tracked by Wall St. Rank held BlackRock Energy and Resources Trust as of Q2 2026.

Based on Hantz Financial Services's 13F filing for Q2 2026, filed 13 Aug 2026.