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JFS Wealth Advisors’s BlackRock Energy and Resources Trust BGR Stock Holding History

JFS Wealth Advisors’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 		$979 Buy
+66
New +$1.05K ﹤0.01% 1814

Other funds holding BGR

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DI
Decision Investments San Diego, California $110M AUM
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return

JFS Wealth Advisors's BGR Position: Q2 2026 in Review

JFS Wealth Advisors opened a new position in BlackRock Energy and Resources Trust (BGR) in Q2 2026: 66 shares worth $979. The stake represents ﹤0.01% of the portfolio and ranks #1814 among its holdings.

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

  • JFS Wealth Advisors held 66 shares of BlackRock Energy and Resources Trust worth $979 as of Q2 2026.
  • BlackRock Energy and Resources Trust was a new JFS Wealth Advisors position in Q2 2026.
  • BlackRock Energy and Resources Trust made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1814 holding.
  • 8 funds tracked by Wall St. Rank held BlackRock Energy and Resources Trust as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.