IRAG
BGR icon

Investment Research & Advisory Group’s BlackRock Energy and Resources Trust BGR Stock Holding History

Investment Research & Advisory Group’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 		$1.51K Hold
102
– – ﹤0.01% 288
2026
Q1 		$1.77K Hold
102
– – ﹤0.01% 244
2025
Q4 		$1.38K Hold
102
– – ﹤0.01% 243
2025
Q3 		$1.38K Hold
102
– – ﹤0.01% 225
2025
Q2 		$1.35K Hold
102
– – ﹤0.01% 219
2025
Q1 		$1.39K Buy
+102
New +$1.36K ﹤0.01% 225

Other funds holding BGR

AIA
Absolute Investment Advisers Rosemary Beach, Florida $1.03B AUM 1% 1-Year Est. Return
ZCP
Z3 Capital Partners Richmond, Virginia $476M AUM
FAM
Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return
SC
Stolper & Co Tulsa, Oklahoma $387M AUM 25.53% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ATS
Ashton Thomas Securities Rochester, New York $677M AUM 22.42% 1-Year Est. Return
UPS
UHLMANN PRICE SECURITIES Skokie, Illinois $2.68B AUM 149.5% 1-Year Est. Return
NFG
Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return

Investment Research & Advisory Group's BGR Position: Q2 2026 in Review

Investment Research & Advisory Group held its BlackRock Energy and Resources Trust (BGR) position steady in Q2 2026 at 102 shares worth $1.51K. The position accounts for ﹤0.01% of the portfolio, ranked #288.

Investment Research & Advisory Group first reported a position in BGR in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.77K in Q1 2026. 27 funds tracked by Wall St. Rank hold BGR as of Q2 2026.

  • Investment Research & Advisory Group held 102 shares of BlackRock Energy and Resources Trust worth $1.51K as of Q2 2026.
  • Investment Research & Advisory Group left its BlackRock Energy and Resources Trust share count unchanged in Q2 2026.
  • BlackRock Energy and Resources Trust made up ﹤0.01% of Investment Research & Advisory Group's portfolio in Q2 2026, its #288 holding.
  • Investment Research & Advisory Group first reported a position in BlackRock Energy and Resources Trust in Q1 2025 and has held it in 6 quarters since.
  • Investment Research & Advisory Group's BlackRock Energy and Resources Trust position peaked at $1.77K in Q1 2026.
  • 27 funds tracked by Wall St. Rank held BlackRock Energy and Resources Trust as of Q2 2026.

Based on Investment Research & Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.