IFG Advisory’s BlackRock Energy and Resources Trust BGR Stock Holding History

IFG Advisory’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	$39.1K	Buy	+2,637	New	+$42.1K	﹤0.01%	1417

Other funds holding BGR

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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 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 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

IFG Advisory's BGR Position: Q2 2026 in Review

IFG Advisory opened a new position in BlackRock Energy and Resources Trust (BGR) in Q2 2026: 2,637 shares worth $39.1K. The stake represents ﹤0.01% of the portfolio and ranks #1417 among its holdings.

90 funds tracked by Wall St. Rank hold BGR as of Q2 2026.

IFG Advisory held 2,637 shares of BlackRock Energy and Resources Trust worth $39.1K as of Q2 2026.
BlackRock Energy and Resources Trust was a new IFG Advisory position in Q2 2026.
BlackRock Energy and Resources Trust made up ﹤0.01% of IFG Advisory's portfolio in Q2 2026, its #1417 holding.
90 funds tracked by Wall St. Rank held BlackRock Energy and Resources Trust as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.