Back to BGR
Creative Planning BGR Position History
BlackRock Energy and Resources Trust • Energy
Quarters held
5
Latest value
$635K
Q3 2026
Peak value
$635K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $435K |
| Q4 2025 | $493K |
| Q1 2026 | $629K |
| Q2 2026 | $531K |
| Q3 2026 | $635K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $635K | 37.6K | — | — |
| Q2 2026 | $531K | 35.9K | — | — |
| Q1 2026 | $629K | 36.4K | — | — |
| Q4 2025 | $493K | 36.4K | — | — |
| Q3 2025 | $435K | 32.1K | — | — |
Other funds holding BGR
$21.4M
$15.7M
$14.4M
$14.3M