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Oarsman Capital’s BlackRock Energy and Resources Trust BGR Stock Holding History

Oarsman Capital’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
2025
Q1 		– Sell
-1,000
Closed -$12.6K – 300
2024
Q4 		$12.6K Buy
+1,000
New +$13.2K ﹤0.01% 664
2016
Q3 		– Sell
-10,420
Closed -$148K – 184
2016
Q2 		$148K Buy
+10,420
New +$143K 0.08% 181

Other funds holding BGR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Oarsman Capital's BGR Position: Q1 2025 in Review

Oarsman Capital sold out of BlackRock Energy and Resources Trust (BGR) in Q1 2025, closing a stake of 1,000 shares — an estimated $12.6K sold.

Oarsman Capital first reported a position in BGR in Q2 2016 and held it in 2 quarters. The position peaked at $148K in Q2 2016. 70 funds tracked by Wall St. Rank hold BGR as of Q1 2025.

  • Oarsman Capital reported no remaining BlackRock Energy and Resources Trust position as of Q1 2025 after selling out during the quarter.
  • Oarsman Capital sold 1,000 BlackRock Energy and Resources Trust shares in Q1 2025, an estimated $12.6K.
  • Oarsman Capital first reported a position in BlackRock Energy and Resources Trust in Q2 2016 and held it in 2 quarters.
  • Oarsman Capital's BlackRock Energy and Resources Trust position peaked at $148K in Q2 2016.
  • 70 funds tracked by Wall St. Rank held BlackRock Energy and Resources Trust as of Q1 2025.

Based on Oarsman Capital's 13F filing for Q1 2025, filed 14 May 2025.