BGR β€” BLACKROCK ENERGY & RES TR

Ownership history in TMB Capital Partners, LLC  Β·  1 quarter on record

This page tracks every 13F SEC filing in which TMB Capital Partners, LLC reported a position in BLACKROCK ENERGY & RES TR (BGR). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
0.1% (2025 Q4)
πŸ“Š Avg. % of fund
0.1%
πŸ“… First filed
2025 Q4
πŸ“… Last filed
2025 Q4
⏱ Quarters held
1
% of Fund (quarterly)    BGR price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 INITIATED 22,658 β€” β€” 0.10% $307K $13.28

🏒 Other funds also holding BGR

As of 2025 Q4 β€” sorted by position size

Cypress Capital Management LLC (WY) 3Y 7Y 3.87% Carl P. Sherr & Co., LLC 3Y 0.42% Samalin Investment Counsel, LLC 3Y 0.34% Formidable Asset Management, LLC 3Y 7Y 0.15% MGB Wealth Management, LLC 0.13% ASHTON THOMAS SECURITIES, LLC 0.11% Navis Wealth Advisors, LLC 3Y 0.11% WEALTH EFFECTS LLC 3Y 0.06% Advisors Asset Management, Inc. 3Y 7Y 0.05% Moors & Cabot, Inc. 3Y 7Y 0.05%
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