Wealth Effects LLC Black Rock Energy & Resources Trust Transaction History
Wealth Effects LLC
- $268 Million
- Q3 2025
A detailed history of Wealth Effects LLC transactions in Black Rock Energy & Resources Trust stock. As of the latest transaction made, Wealth Effects LLC holds 17,000 shares of BGR stock, worth $234,430. This represents 0.09% of its overall portfolio holdings.
Number of Shares
17,000
Previous 18,000
5.56%
Holding current value
$234,430
Previous $238,000
3.36%
% of portfolio
0.09%
Previous 0.1%
Shares
7 transactions
Others Institutions Holding BGR
# of Institutions
80Shares Held
5.47MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.14MShares$15.8 Million0.0% of portfolio
-
Invesco Ltd. Atlanta, GA380KShares$5.24 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA378KShares$5.22 Million0.0% of portfolio
-
Cypress Capital Management LLC (Wy)308KShares$4.25 Million4.35% of portfolio
-
Allspring Global Investments Holdings, LLC284KShares$3.92 Million0.01% of portfolio
About BlackRock Energy & Resources Trust
- Ticker BGR
- Exchange NYSE
- Sector Financial Services
- Industry Asset Management
- Description
- BlackRock Energy and Resources Trust is a closed-ended equity mutual fund launched by BlackRock, Inc. The fund is co-managed by BlackRock Advisors, LLC and BlackRock International Limited. It invests in public equity markets across the globe, with an emphasis on the United States. The fund seeks to invest in stocks of companies operating in the ...