EVERMAY WEALTH MANAGEMENT LLC - BLACKROCK ENERGY & RES TR ownership

BLACKROCK ENERGY & RES TR's ticker is BGR and the CUSIP is 09250U101. A total of 70 filers reported holding BLACKROCK ENERGY & RES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
EVERMAY WEALTH MANAGEMENT LLC ownership history of BLACKROCK ENERGY & RES TR
ValueSharesWeighting
Q3 2023$76,038
+8.9%
5,8000.0%0.02%
+23.1%
Q2 2023$69,832
-1.0%
5,8000.0%0.01%
-7.1%
Q1 2023$70,528
-3.0%
5,8000.0%0.01%
-6.7%
Q4 2022$72,674
+15.4%
5,8000.0%0.02%
+15.4%
Q3 2022$63,000
-1.6%
5,8000.0%0.01%
+8.3%
Q2 2022$64,000
-4.5%
5,8000.0%0.01%
+9.1%
Q1 2022$67,000
+21.8%
5,8000.0%0.01%
+10.0%
Q4 2021$55,0005,8000.01%
Other shareholders
BLACKROCK ENERGY & RES TR shareholders Q1 2023
NameSharesValueWeighting ↓
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 596,971$7,826,2900.68%
All Season Financial Advisors, Inc. 28,201$369,7150.37%
Samalin Investment Counsel, LLC 35,276$462,4660.27%
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 78,964$1,035,2180.25%
WEALTH EFFECTS LLC 26,901$352,6700.17%
Vanguard Capital Wealth Advisors 11,527$151,1140.14%
Advisors Asset Management, Inc. 474,470$6,220,3020.13%
Northside Capital Management, LLC 24,299$318,5600.07%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 46,002$603,0900.06%
Apollon Wealth Management, LLC 87,682$1,149,5100.06%
View complete list of BLACKROCK ENERGY & RES TR shareholders