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

Triumph Capital 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
Q2 		$35.6K Hold
2,400
– – 0.01% 772
2026
Q1 		$41.5K Hold
2,400
– – 0.01% 692
2025
Q4 		$32.5K Buy
+2,400
New +$32.4K 0.01% 730

Other funds holding BGR

AIA
Absolute Investment Advisers Rosemary Beach, Florida $1.03T AUM 1% 1-Year Est. Return
FAM
Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return
SC
Stolper & Co Tulsa, Oklahoma $387M AUM 25.53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DI
Decision Investments San Diego, California $110M AUM
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
FCMT
Founders Capital Management (Texas) Houston, Texas $231M AUM 61.68% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Triumph Capital Management's BGR Position: Q2 2026 in Review

Triumph Capital Management held its BlackRock Energy and Resources Trust (BGR) position steady in Q2 2026 at 2,400 shares worth $35.6K. The position accounts for 0.01% of the portfolio, ranked #772.

Triumph Capital Management first reported a position in BGR in Q4 2025 and has held it in 3 quarters since. The position peaked at $41.5K in Q1 2026. 10 funds tracked by Wall St. Rank hold BGR as of Q2 2026.

  • Triumph Capital Management held 2,400 shares of BlackRock Energy and Resources Trust worth $35.6K as of Q2 2026.
  • Triumph Capital Management left its BlackRock Energy and Resources Trust share count unchanged in Q2 2026.
  • BlackRock Energy and Resources Trust made up 0.01% of Triumph Capital Management's portfolio in Q2 2026, its #772 holding.
  • Triumph Capital Management first reported a position in BlackRock Energy and Resources Trust in Q4 2025 and has held it in 3 quarters since.
  • Triumph Capital Management's BlackRock Energy and Resources Trust position peaked at $41.5K in Q1 2026.
  • 10 funds tracked by Wall St. Rank held BlackRock Energy and Resources Trust as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.