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

Russell Investments Group’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 		– Sell
-2
Closed -$27 – 4245
2025
Q4 		$27 Sell
2
-498
-100% -$6.72K ﹤0.01% 4145
2025
Q3 		$6.79K Buy
+500
New +$6.71K ﹤0.01% 3851

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 $120M AUM 63.01% 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 $1.03B AUM 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 $11.4B AUM 5.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Russell Investments Group's BGR Position: Q1 2026 in Review

Russell Investments Group sold out of BlackRock Energy and Resources Trust (BGR) in Q1 2026, closing a stake of 2 shares — an estimated $27 sold.

Russell Investments Group first reported a position in BGR in Q3 2025 and held it in 2 quarters. The position peaked at $6.79K in Q3 2025. 85 funds tracked by Wall St. Rank hold BGR as of Q1 2026.

  • Russell Investments Group reported no remaining BlackRock Energy and Resources Trust position as of Q1 2026 after selling out during the quarter.
  • Russell Investments Group sold 2 BlackRock Energy and Resources Trust shares in Q1 2026, an estimated $27.
  • Russell Investments Group first reported a position in BlackRock Energy and Resources Trust in Q3 2025 and held it in 2 quarters.
  • Russell Investments Group's BlackRock Energy and Resources Trust position peaked at $6.79K in Q3 2025.
  • 85 funds tracked by Wall St. Rank held BlackRock Energy and Resources Trust as of Q1 2026.

Based on Russell Investments Group's 13F filing for Q1 2026, filed 8 May 2026.