MA
BGR icon

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

Mezzasalma 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
Q1 		$199K Buy
11,499
+94
+0.8% +$1.45K 0.05% 152
2025
Q4 		$158K Buy
11,405
+109
+1% +$1.47K 0.04% 159
2025
Q3 		$153K Buy
11,296
+107
+1% +$1.44K 0.04% 159
2025
Q2 		$148K Buy
11,189
+113
+1% +$1.42K 0.04% 144
2025
Q1 		$150K Buy
11,076
+103
+0.9% +$1.37K 0.05% 146
2024
Q4 		$138K Buy
+10,973
New +$145K 0.04% 142

Other funds holding BGR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CCMW
Cypress Capital Management (Wyoming) Sheridan, Wyoming $108M AUM 54.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AIA
Absolute Investment Advisers Rosemary Beach, Florida $852M AUM 0.1% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return