Back to BGR
NWF Advisory Services Inc. → BGR
NWF Advisory Services Inc. BGR Position History
BlackRock Energy and Resources Trust • Energy
Quarters held
5
Latest value
$259K
Q3 2026
Peak value
$265K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $149K |
| Q4 2025 | $180K |
| Q1 2026 | $265K |
| Q2 2026 | $227K |
| Q3 2026 | $259K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $259K | 15.3K | — | — |
| Q2 2026 | $227K | 15.3K | — | — |
| Q1 2026 | $265K | 15.3K | — | — |
| Q4 2025 | $180K | 13.3K | — | — |
| Q3 2025 | $149K | 11.0K | — | — |
Other funds holding BGR
$21.4M
$15.7M
$14.4M
$14.3M