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Tower Research Capital (TRC)’s BlackRock Energy and Resources Trust BGR Stock Holding History

Tower Research Capital (TRC)’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
Q2 		– Sell
-196
Closed -$2.66K – 5263
2025
Q1 		$2.66K Buy
+196
New +$2.61K ﹤0.01% 4519
2022
Q2 		– Sell
-479
Closed -$6K – 6072
2022
Q1 		$6K Sell
479
-684
-59% -$7.48K ﹤0.01% 4851
2021
Q4 		$11K Buy
+1,163
New +$11.5K ﹤0.01% 4385
2018
Q3 		– Sell
-1,233
Closed -$19K – 3755
2018
Q2 		$19K Buy
+1,233
New +$18.1K ﹤0.01% 2456
2017
Q3 		– Sell
-2,200
Closed -$29K – 3778
2017
Q2 		$29K Buy
+2,200
New +$29.5K ﹤0.01% 1013
2016
Q4 		– Sell
-53
Closed -$1K – 3821
2016
Q3 		$1K Buy
+53
New +$745 ﹤0.01% 3258
2016
Q1 		– Sell
-1,222
Closed -$15K – 4122
2015
Q4 		$15K Buy
+1,222
New +$17.8K ﹤0.01% 1593
2015
Q2 		– Sell
-200
Closed -$4K – 4383
2015
Q1 		$4K Sell
200
-4,900
-96% -$104K ﹤0.01% 3370
2014
Q4 		$102K Buy
5,100
+3,239
+174% +$72.5K 0.01% 618
2014
Q3 		$45K Buy
+1,861
New +$48.5K 0.01% 1612
2014
Q1 		– Sell
-2,978
Closed -$72K – 4435
2013
Q4 		$72K Sell
2,978
-1,222
-29% -$31.7K 0.01% 1083
2013
Q3 		$108K Buy
4,200
+3,240
+338% +$83.3K 0.01% 1218
2013
Q2 		$24K Buy
+960
New +$24.5K ﹤0.01% 1529

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CCMW
Cypress Capital Management (Wyoming) Sheridan, Wyoming $108M AUM 54.47% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Tower Research Capital (TRC)'s BGR Position: Q2 2025 in Review

Tower Research Capital (TRC) sold out of BlackRock Energy and Resources Trust (BGR) in Q2 2025, closing a stake of 196 shares — an estimated $2.66K sold.

Tower Research Capital (TRC) first reported a position in BGR in Q2 2013 and held it in 13 quarters. The position peaked at $108K in Q3 2013. 69 funds tracked by Wall St. Rank hold BGR as of Q2 2025.

  • Tower Research Capital (TRC) reported no remaining BlackRock Energy and Resources Trust position as of Q2 2025 after selling out during the quarter.
  • Tower Research Capital (TRC) sold 196 BlackRock Energy and Resources Trust shares in Q2 2025, an estimated $2.66K.
  • Tower Research Capital (TRC) first reported a position in BlackRock Energy and Resources Trust in Q2 2013 and held it in 13 quarters.
  • Tower Research Capital (TRC)'s BlackRock Energy and Resources Trust position peaked at $108K in Q3 2013.
  • 69 funds tracked by Wall St. Rank held BlackRock Energy and Resources Trust as of Q2 2025.

Based on Tower Research Capital (TRC)'s 13F filing for Q2 2025, filed 15 Aug 2025.