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LRI Investments’s BlackRock Energy and Resources Trust BGR Stock Holding History

LRI Investments’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 		$65.8K Buy
+4,442
New +$70.9K 0.01% 513

Other funds holding BGR

AIA
Absolute Investment Advisers Rosemary Beach, Florida $1.03T AUM 1% 1-Year Est. Return
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
TCM
Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return
FCMT
Founders Capital Management (Texas) Houston, Texas $231M AUM 61.68% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

LRI Investments's BGR Position: Q2 2026 in Review

LRI Investments opened a new position in BlackRock Energy and Resources Trust (BGR) in Q2 2026: 4,442 shares worth $65.8K. The stake represents 0.01% of the portfolio and ranks #513 among its holdings.

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

  • LRI Investments held 4,442 shares of BlackRock Energy and Resources Trust worth $65.8K as of Q2 2026.
  • BlackRock Energy and Resources Trust was a new LRI Investments position in Q2 2026.
  • BlackRock Energy and Resources Trust made up 0.01% of LRI Investments's portfolio in Q2 2026, its #513 holding.
  • 10 funds tracked by Wall St. Rank held BlackRock Energy and Resources Trust as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.