A detailed history of Summit Financial, LLC transactions in Black Rock Energy & Resources Trust stock. As of the latest transaction made, Summit Financial, LLC holds 46,231 shares of BGR stock, worth $637,525. This represents 0.01% of its overall portfolio holdings.

Number of Shares
46,231
Previous 16,492 180.32%
Holding current value
$637,525
Previous $218,000 187.61%
% of portfolio
0.01%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025

BUY
$13.14 - $13.64 $390,770 - $405,639
29,739 Added 180.32%
46,231 $627,000
Q2 2025

Aug 13, 2025

BUY
$11.27 - $13.63 $185,864 - $224,785
16,492 New
16,492 $218,000

Others Institutions Holding BGR

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 ...
More about BGR
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