HighTower Advisors’s BlackRock Energy and Resources Trust BGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $263K | Buy |
15,180
+1,579
| +12% | +$24.3K | ﹤0.01% | 3285 |
|
|
2025
Q4 | $184K | Buy |
13,601
+73
| +0.5% | +$984 | ﹤0.01% | 3401 |
|
|
2025
Q3 | $184K | Buy |
13,528
+3,021
| +29% | +$40.5K | ﹤0.01% | 3398 |
|
|
2025
Q2 | $139K | Buy |
+10,507
| New | +$132K | ﹤0.01% | 3399 |
|
|
2022
Q4 | – | Sell |
-10,575
| Closed | -$113K | – | 3359 |
|
|
2022
Q3 | $113K | Sell |
10,575
-3,674
| -26% | -$41.1K | ﹤0.01% | 2743 |
|
|
2022
Q2 | $155K | Sell |
14,249
-2,635
| -16% | -$31.5K | ﹤0.01% | 2689 |
|
|
2022
Q1 | $196K | Buy |
16,884
+3,371
| +25% | +$36.8K | ﹤0.01% | 2850 |
|
|
2021
Q4 | $126K | Buy |
13,513
+2,038
| +18% | +$20.1K | ﹤0.01% | 2884 |
|
|
2021
Q3 | $107K | Sell |
11,475
-1,700
| -13% | -$15.3K | ﹤0.01% | 2837 |
|
|
2021
Q2 | $129K | Buy |
13,175
+33
| +0.3% | +$308 | ﹤0.01% | 2760 |
|
|
2021
Q1 | $115K | Buy |
13,142
+2,862
| +28% | +$23.8K | ﹤0.01% | 2735 |
|
|
2020
Q4 | $74K | Hold |
10,280
| – | – | ﹤0.01% | 2375 |
|
|
2020
Q3 | $61K | Sell |
10,280
-1,070
| -9% | -$7.33K | ﹤0.01% | 2291 |
|
|
2020
Q2 | $84K | Hold |
11,350
| – | – | ﹤0.01% | 2148 |
|
|
2020
Q1 | $72K | Buy |
11,350
+1,000
| +10% | +$9.95K | ﹤0.01% | 1974 |
|
|
2019
Q4 | $123K | Buy |
+10,350
| New | +$116K | ﹤0.01% | 2061 |
|
|
2017
Q2 | – | Sell |
-13,152
| Closed | -$184K | – | 2228 |
|
|
2017
Q1 | $184K | Sell |
13,152
-1,164
| -8% | -$16.5K | ﹤0.01% | 1786 |
|
|
2016
Q4 | $206K | Buy |
14,316
+11
| +0.1% | +$156 | ﹤0.01% | 1663 |
|
|
2016
Q3 | $206K | Buy |
14,305
+12
| +0.1% | +$169 | ﹤0.01% | 1635 |
|
|
2016
Q2 | $203K | Sell |
14,293
-1,339
| -9% | -$18.4K | ﹤0.01% | 1492 |
|
|
2016
Q1 | $209K | Sell |
15,632
-2,171
| -12% | -$26.2K | ﹤0.01% | 1789 |
|
|
2015
Q4 | $228K | Buy |
17,803
+202
| +1% | +$2.94K | ﹤0.01% | 1693 |
|
|
2015
Q3 | $245K | Buy |
+17,601
| New | +$268K | ﹤0.01% | 1546 |
|
|
2015
Q2 | – | Sell |
-10,156
| Closed | -$207K | – | 1580 |
|
|
2015
Q1 | $207K | Sell |
10,156
-78
| -0.8% | -$1.66K | ﹤0.01% | 1423 |
|
|
2014
Q4 | $204K | Sell |
10,234
-1,028
| -9% | -$23K | ﹤0.01% | 1392 |
|
|
2014
Q3 | $269K | Sell |
11,262
-300
| -3% | -$7.82K | ﹤0.01% | 1251 |
|
|
2014
Q2 | $312K | Buy |
11,562
+798
| +7% | +$20.4K | 0.01% | 1235 |
|
|
2014
Q1 | $260K | Sell |
10,764
-929
| -8% | -$22.1K | 0.01% | 1224 |
|
|
2013
Q4 | $284K | Buy |
11,693
+462
| +4% | +$12K | 0.01% | 1176 |
|
|
2013
Q3 | $290K | Sell |
11,231
-475
| -4% | -$12.2K | 0.01% | 1036 |
|
|
2013
Q2 | $293K | Buy |
+11,706
| New | +$299K | 0.01% | 1008 |
|
Other funds holding BGR
CCMW
AIA
AAM
WAM
HighTower Advisors's BGR Position: Q1 2026 in Review
HighTower Advisors increased its BlackRock Energy and Resources Trust (BGR) stake by 12% in Q1 2026, buying an estimated $24.3K and bringing the position to 15,180 shares worth $263K. The position accounts for ﹤0.01% of the portfolio, ranked #3285.
HighTower Advisors first reported a position in BGR in Q2 2013 and has held it in 31 quarters since. The position peaked at $312K in Q2 2014. 85 funds tracked by Wall St. Rank hold BGR as of Q1 2026.
- HighTower Advisors held 15,180 shares of BlackRock Energy and Resources Trust worth $263K as of Q1 2026.
- HighTower Advisors bought 1,579 BlackRock Energy and Resources Trust shares in Q1 2026, an estimated $24.3K.
- BlackRock Energy and Resources Trust made up ﹤0.01% of HighTower Advisors's portfolio in Q1 2026, its #3285 holding.
- HighTower Advisors first reported a position in BlackRock Energy and Resources Trust in Q2 2013 and has held it in 31 quarters since.
- HighTower Advisors's BlackRock Energy and Resources Trust position peaked at $312K in Q2 2014.
- 85 funds tracked by Wall St. Rank held BlackRock Energy and Resources Trust as of Q1 2026.
Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.