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SHP Wealth Management’s BlackRock Energy and Resources Trust BGR Stock Holding History

SHP Wealth 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
Q1 		$39.5K Hold
2,280
– – ﹤0.01% 550
2025
Q4 		$30.9K Buy
+2,280
New +$30.7K ﹤0.01% 590

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

SHP Wealth Management's BGR Position: Q1 2026 in Review

SHP Wealth Management held its BlackRock Energy and Resources Trust (BGR) position steady in Q1 2026 at 2,280 shares worth $39.5K. The position accounts for ﹤0.01% of the portfolio, ranked #550.

SHP Wealth Management first reported a position in BGR in Q4 2025 and has held it in 2 quarters since. 85 funds tracked by Wall St. Rank hold BGR as of Q1 2026.

  • SHP Wealth Management held 2,280 shares of BlackRock Energy and Resources Trust worth $39.5K as of Q1 2026.
  • SHP Wealth Management left its BlackRock Energy and Resources Trust share count unchanged in Q1 2026.
  • BlackRock Energy and Resources Trust made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #550 holding.
  • SHP Wealth Management first reported a position in BlackRock Energy and Resources Trust in Q4 2025 and has held it in 2 quarters since.
  • 85 funds tracked by Wall St. Rank held BlackRock Energy and Resources Trust as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.