NATIONS FINANCIAL GROUP INC, /IA/ /ADV BGR — BLACKROCK ENERGY & RES TR COM

Ownership history in NATIONS FINANCIAL GROUP INC, /IA/ /ADV  ·  20 quarters on record

AI Ownership Summary

NATIONS FINANCIAL GROUP INC, /IA/ /ADV reported BLACKROCK ENERGY & RES TR COM (BGR) in 20 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.04% in 2024 Q1. The latest visible filing shows BGR at 0.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BGR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was NATIONS FINANCIAL GROUP INC, /IA/ /ADV's position in BLACKROCK ENERGY & RES TR COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

BGR was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.04% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

BGR stock page NATIONS FINANCIAL GROUP INC, /IA/ /ADV fund profile NATIONS FINANCIAL GROUP INC, /IA/ /ADV full holdings
How NATIONS FINANCIAL GROUP INC, /IA/ /ADV held BGR — position size vs. price
% of Fund (quarterly)    BGR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 31,469 +3,541 +12.7% 0.02% $466K 2026-07-23 $16.58
2026 Q1 ADDED — — — 27,928 +961 +3.6% 0.02% $483K 2026-04-15 $15.60
2025 Q4 REDUCED — — — 26,967 -85 -0.3% 0.02% $365K 2026-01-26 $14.34
2025 Q3 REDUCED — — — 27,052 -285 -1.0% 0.02% $367K 2025-10-28 $12.43
2025 Q2 ADDED — — — 27,337 +326 +1.2% 0.02% $362K 2025-08-11 $12.18
2025 Q1 ADDED — — — 27,011 +17 +0.1% 0.03% $367K 2025-05-13 $11.52
2024 Q4 ADDED — — — 26,994 +14 +0.1% 0.02% $340K 2025-01-30 $11.73
2024 Q3 REDUCED 19.8% -1.0% ✅ 26,980 -6,678 -19.8% 0.03% $348K 2024-11-04 $11.32
2024 Q2 REDUCED — — — 33,658 -439 -1.3% 0.04% $445K 2024-07-29 $11.05
2024 Q1 REDUCED 20.8% +1.8% ❌ 34,097 -8,931 -20.8% 0.04% $452K 2024-04-23 $11.19
10 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding BGR

As of 2026 Q2 — sorted by position size

ABSOLUTE INVESTMENT ADVISERS, LLC 0.31% DECISION INVESTMENTS, INC 0.29% Stolper Co 3Y 0.22% Formidable Asset Management, LLC 3Y 7Y 0.21% Founders Capital Management 3Y 7Y 0.01% LANARK FINANCIAL, INC. 0.01% Apollon Wealth Management, LLC 3Y 7Y 0.01% Triumph Capital Management 3Y 0.01% LRI Investments, LLC 0.01% WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 3Y 7Y 0.0%

FAQ About NATIONS FINANCIAL GROUP INC, /IA/ /ADV and BGR

These are the practical questions this page is built to answer before you even open the full history table.

How long has NATIONS FINANCIAL GROUP INC, /IA/ /ADV reported owning BGR?

NATIONS FINANCIAL GROUP INC, /IA/ /ADV reported BGR across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported BGR position in NATIONS FINANCIAL GROUP INC, /IA/ /ADV's portfolio?

The largest reported portfolio weight for BGR was 0.04% in 2024 Q1.

What is the latest reported BGR position on this page?

The most recent filing on this page is 2026 Q2, when NATIONS FINANCIAL GROUP INC, /IA/ /ADV reported 31,469 shares, equal to 0.02% of portfolio, with an estimated market value of $466K.

What does the chart on this BGR ownership page compare?

The chart compares NATIONS FINANCIAL GROUP INC, /IA/ /ADV's quarterly BGR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did NATIONS FINANCIAL GROUP INC, /IA/ /ADV time their BGR position?

Based on 13F filing dates vs. subsequent BGR price moves, NATIONS FINANCIAL GROUP INC, /IA/ /ADV correctly timed 9 out of 19 reported position changes (47%). The annualised alpha on BGR relative to SPY over the holding period was +8.2%.

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