Back to BGR
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → BGR
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC BGR Position History
BlackRock Energy and Resources Trust • Energy
Quarters held
5
Latest value
$752K
Q3 2026
Peak value
$1000K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1000K |
| Q4 2025 | $830K |
| Q1 2026 | $687K |
| Q2 2026 | $656K |
| Q3 2026 | $752K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $752K | 42.8K | — | — |
| Q2 2026 | $656K | 42.2K | — | — |
| Q1 2026 | $687K | 41.5K | — | — |
| Q4 2025 | $830K | 61.1K | — | — |
| Q3 2025 | $1000K | 74.1K | — | — |
Other funds holding BGR
$21.4M
$15.7M
$14.4M
$14.3M