A detailed history of Warren Averett Asset Management, LLC transactions in Black Rock Energy & Resources Trust stock. As of the latest transaction made, Warren Averett Asset Management, LLC holds 13,490 shares of BGR stock, worth $177,528. This represents 0.0% of its overall portfolio holdings.

Number of Shares
13,490
Previous 16,522 18.35%
Holding current value
$177,528
Previous $208,000 12.02%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025

SELL
$12.77 - $13.89 $38,718 - $42,114
-3,032 Reduced 18.35%
13,490 $183,000
Q4 2024

Feb 14, 2025

BUY
$12.51 - $13.79 $206,690 - $227,838
16,522 New
16,522 $208,000

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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