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BGR icon

SignatureFD’s BlackRock Energy and Resources Trust BGR Stock Holding History

SignatureFD’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 		$13 Hold
1
– – ﹤0.01% 3438
2025
Q4 		$10 Hold
1
– – ﹤0.01% 3375
2025
Q3 		$10 Hold
1
– – ﹤0.01% 3359
2025
Q2 		$9 Hold
1
– – ﹤0.01% 3244
2025
Q1 		$9 Hold
1
– – ﹤0.01% 3307
2024
Q4 		$8 Hold
1
– – ﹤0.01% 3286
2024
Q3 		$8 Hold
1
– – ﹤0.01% 3224
2024
Q2 		$17 Hold
1
– – ﹤0.01% 3095
2024
Q1 		$17 Sell
1
-1,714
-100% -$21.3K ﹤0.01% 3149
2023
Q4 		$21.3K Buy
+1,715
New +$21.6K ﹤0.01% 1892
2021
Q2 		– Sell
-100
Closed -$1K – 2947
2021
Q1 		$1K Buy
+100
New +$831 ﹤0.01% 2590

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CCMW
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UBS Group
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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 $6.41B AUM 4.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return