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Equibles

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

Position in BGR — BlackRock Energy & Resources Trust

CIK 1141802 MILWAUKEE, WI
Back to BGR Full portfolio

Position in BGR

as of Jun 30, 2026 · filed Aug 12, 2026
Position Value
$18,510
+$18,485 QoQ
Shares Held
1,249
+62350.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#74
of 89 holders
Holding Since
Mar 2020
19 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in BGR Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO holds $2,156,850,777 across 253 Asset Management names. BGR ranks #186 (0.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 IVZ
Invesco Ltd.
 12,713,263 $1,856,696,783
2 PHYS
Sprott Physical Gold Trust
 1,352,007 $40,790,051
3 BPRE
Bluerock Private Real Estate Fund
 2,781,441 $36,186,547
4 PTY
Pimco Corporate & Income Opportunity Fund
 2,723,452 $32,763,127
5 BLK
BlackRock, Inc.
 41,983 $26,399,093
6 STT
State Street Corp
 371,397 $22,203,715
7 BX
Blackstone Inc.
 139,717 $16,440,499
8 PDI
PIMCO Dynamic Income Fund
 651,048 $10,872,501

All Filings in BGR

Export CSV
19 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $18,510 1,249
2024-12-31 $25 2
2024-03-31 $33,562 2,533
2023-12-31 $51,045 4,100
2023-09-30 $135,033 10,300
2023-06-30 $11,714 973
2023-03-31 $11,831 973
2022-12-31 $12,191 973
2022-09-30 $10,488 973
2022-06-30 $10,673 973
2022-03-31 $11,286 973
2021-12-31 $9,224 973
2021-09-30 $9,224 973
2021-06-30 $12,694 1,294
2021-03-31 $8,178 921
2020-12-31 $2,279 321
2020-09-30 $1,916 321
2020-06-30 $60,739 8,401
2020-03-31 $22,824 3,623