Murphy & Mullick Capital Management’s BlackRock Energy and Resources Trust BGR Stock Holding History

Murphy & Mullick Capital Management’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	$29.6K	Hold	2,000	–	–	0.02%	363
2026 Q1	$34.6K	Hold	2,000	–	–	0.03%	335
2025 Q4	$27.1K	Hold	2,000	–	–	0.02%	368
2025 Q3	$27.1K	Buy	+2,000	New	+$26.8K	0.02%	351

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

Murphy & Mullick Capital Management's BGR Position: Q2 2026 in Review

Murphy & Mullick Capital Management held its BlackRock Energy and Resources Trust (BGR) position steady in Q2 2026 at 2,000 shares worth $29.6K. The position accounts for 0.02% of the portfolio, ranked #363.

Murphy & Mullick Capital Management first reported a position in BGR in Q3 2025 and has held it in 4 quarters since. The position peaked at $34.6K in Q1 2026. 90 funds tracked by Wall St. Rank hold BGR as of Q2 2026.

Murphy & Mullick Capital Management held 2,000 shares of BlackRock Energy and Resources Trust worth $29.6K as of Q2 2026.
Murphy & Mullick Capital Management left its BlackRock Energy and Resources Trust share count unchanged in Q2 2026.
BlackRock Energy and Resources Trust made up 0.02% of Murphy & Mullick Capital Management's portfolio in Q2 2026, its #363 holding.
Murphy & Mullick Capital Management first reported a position in BlackRock Energy and Resources Trust in Q3 2025 and has held it in 4 quarters since.
Murphy & Mullick Capital Management's BlackRock Energy and Resources Trust position peaked at $34.6K in Q1 2026.
90 funds tracked by Wall St. Rank held BlackRock Energy and Resources Trust as of Q2 2026.

Based on Murphy & Mullick Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.