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WEALTH EFFECTS LLC BGR Position History
BlackRock Energy and Resources Trust • Energy
Quarters held
5
Latest value
$254K
Q3 2026
Peak value
$260K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $231K |
| Q4 2025 | $203K |
| Q1 2026 | $260K |
| Q2 2026 | $222K |
| Q3 2026 | $254K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $254K | 15.0K | — | — |
| Q2 2026 | $222K | 15.0K | — | — |
| Q1 2026 | $260K | 15.0K | — | — |
| Q4 2025 | $203K | 15.0K | — | — |
| Q3 2025 | $231K | 17.0K | — | — |
Other funds holding BGR
$21.4M
$15.7M
$14.4M
$14.3M