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BlackRock Energy and Resources Trust (BGR) Institutional Ownership

BlackRock Energy and Resources Trust logo
$17.47 +0.24 (+1.39%)
As of 03:58 PM Eastern
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Institutional Ownership Changes (13F Filings) for BlackRock Energy and Resources Trust (NYSE:BGR)

Number of
Institutional Buyers
(last 12 months)
43
Total
Institutional Inflows
(last 12 months)
$13.13M
Number of
Institutional Sellers
(last 12 months)
19
Total
Institutional Outflows
(last 12 months)
$16.12M
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BGR Institutional Buying and Selling by Quarter

BlackRock Energy and Resources Trust Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/26/2026 HighTower Advisors LLC14,161$210K0.0%-6.7%0.000%
8/23/2026 Readystate Asset Management LP11,088$164K0.0%N/A0.000%
8/20/2026 Susquehanna International Group LLP11,338$168K0.0%N/A0.000%
8/18/2026 Beacon Pointe Advisors LLC38,197$566K0.0%N/A0.000%
8/18/2026 Centaurus Financial Inc.15,884$235K0.0%N/A0.000%
8/17/2026 Bank of America Corp DE143,633$2.13M0.0%N/A0.000%
8/7/2026 Wealth Effects LLC15,000$222K0.1%N/A0.000%
7/23/2026 Nations Financial Group Inc. IA ADV31,469$466K0.0%+12.7%0.000%
7/23/2026 Apollon Wealth Management LLC49,202$729K0.0%-6.0%0.000%
7/22/2026 Absolute Investment Advisers LLC216,502$3.21M0.3%-5.2%0.000%
5/19/2026 Bank of America Corp DE128,290$2.22M0.0%-0.5%0.000%
5/18/2026 Royal Bank of Canada138,477$2.40M0.0%+15.4%0.000%
5/15/2026 Cypress Capital Group12,024$208K0.0%N/A0.000%
5/13/2026 Cetera Investment Advisers64,454$1.12M0.0%+4.7%0.000%
5/8/2026 PNC Financial Services Group Inc.5,811$101K0.0%+14.1%0.000%
5/7/2026 Parallel Advisors LLC5,841$101K0.0%N/A0.000%
5/6/2026 Allspring Global Investments Holdings LLC15,355$266K0.0%-9.4%0.000%
5/4/2026 NWF Advisory Services Inc.15,303$265K0.0%+15.0%0.000%
5/1/2026 Fifth Third Bancorp12,268$212K0.0%N/A0.000%
4/27/2026 Private Advisor Group LLC52,635$911K0.0%+6.6%0.000%
4/23/2026 Apollon Wealth Management LLC52,348$906K0.0%-2.0%0.000%
4/23/2026 Formidable Asset Management LLC77,702$1.35M0.2%+4.5%0.000%
4/22/2026 Absolute Investment Advisers LLC228,480$3.96M0.5%N/A0.000%
4/15/2026 Nations Financial Group Inc. IA ADV27,928$483K0.0%+3.6%0.000%
3/17/2026 Rockefeller Capital Management L.P.5,278$71K0.0%+286.1%0.000%
3/4/2026 SHP Wealth Management2,280$31K0.0%N/A0.000%
3/3/2026 NWF Advisory Services Inc.13,303$180K0.0%+21.4%0.000%
2/19/2026 TMB Capital Partners LLC22,658$307K0.1%N/A0.000%
2/19/2026 Invesco Ltd.311,975$4.22M0.0%-18.0%0.000%
2/17/2026 Guggenheim Capital LLC23,391$317K0.0%-38.3%0.000%
2/17/2026 Cetera Investment Advisers61,590$834K0.0%+5.0%0.000%
2/17/2026 Osaic Holdings Inc.63,067$854K0.0%+2.2%0.000%
2/17/2026 &PARTNERS77,437$1.05M0.0%N/A0.000%
2/17/2026 Royal Bank of Canada120,003$1.63M0.0%-19.9%0.000%
2/16/2026 Mariner LLC15,199$206K0.0%-13.0%0.000%
2/13/2026 Kestra Advisory Services LLC7,535$102K0.0%N/A0.000%
2/13/2026 Stifel Financial Corp38,581$522K0.0%+19.7%0.000%
2/13/2026 Wells Fargo & Company MN338,307$4.58M0.0%-10.6%0.000%
2/13/2026 Summit Financial LLC54,295$735K0.0%+17.4%0.000%
2/12/2026 Advisors Asset Management Inc.225,374$3.05M0.1%-14.9%0.000%
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2/12/2026 Jane Street Group LLC16,717$226K0.0%N/A0.000%
2/12/2026 Commonwealth Equity Services LLC22,854$309K0.0%+14.2%0.000%
2/12/2026 Brown Brothers Harriman & Co.4,335$59K0.0%-90.6%0.000%
2/11/2026 Janney Montgomery Scott LLC38,588$522K0.0%+11.1%0.000%
2/11/2026 LPL Financial LLC190,715$2.58M0.0%-2.0%0.000%
2/10/2026 Moors & Cabot Inc.84,411$1.14M0.0%+27.9%0.000%
2/5/2026 AlphaCore Capital LLC49,242$667K0.0%+41.8%0.000%
2/2/2026 Truist Financial Corp167,142$2.26M0.0%+4.0%0.000%
2/2/2026 Ashton Thomas Securities LLC44,355$601K0.1%-3.5%0.000%
1/30/2026 Samalin Investment Counsel LLC71,383$967K0.3%-4.8%0.000%
1/29/2026 UBS Group AG225,951$3.06M0.0%+1.2%0.000%
1/26/2026 Wealth Effects LLC15,000$203K0.1%-11.8%0.000%
1/23/2026 Assetmark Inc.1,999$27K0.0%N/A0.000%
1/16/2026 Formidable Asset Management LLC74,339$1.01M0.1%N/A0.000%
1/15/2026 Allspring Global Investments Holdings LLC16,955$230K0.0%-94.0%0.000%
1/8/2026 Wealth Enhancement Advisory Services LLC61,097$830K0.0%-17.5%0.000%
12/23/2025 Triumph Capital Management2,400$33K0.0%N/A0.000%
11/17/2025 Triumph Capital Management2,400$33K0.0%N/A0.000%
11/17/2025 Moors & Cabot Inc.65,988$895K0.0%+1.2%0.000%
11/14/2025 Raymond James Financial Inc.279,062$3.79M0.0%-29.3%0.000%
11/14/2025 Brown Brothers Harriman & Co.45,927$623K0.0%+29.8%0.000%
11/13/2025 Invesco Ltd.380,326$5.16M0.0%-0.6%0.000%
11/13/2025 UBS Group AG223,190$3.03M0.0%-2.6%0.000%
11/13/2025 Private Advisor Group LLC41,603$565K0.0%+18.7%0.000%
11/12/2025MGB Wealth Management LLC33,815$459K0.1%+3.8%0.000%
11/10/2025 EverSource Wealth Advisors LLC5,020$68K0.0%+392.2%0.000%
11/7/2025 Murphy & Mullick Capital Management Corp2,000$27K0.0%N/A0.000%
11/6/2025 Advisors Asset Management Inc.264,944$3.60M0.1%-0.3%0.000%
11/3/2025 Cypress Capital Management LLC WY307,835$4.18M4.2%+1.0%0.000%
11/3/2025 Truist Financial Corp160,784$2.18M0.0%+2.8%0.000%
10/31/2025 NWF Advisory Services Inc.10,959$149K0.0%N/A0.000%
10/30/2025 Samalin Investment Counsel LLC74,947$1.02M0.3%+1.9%0.000%
10/29/2025 Wealth Enhancement Advisory Services LLC74,057$1M0.0%+1.4%0.000%
10/28/2025 Wealth Effects LLC17,000$231K0.1%-5.6%0.000%
10/27/2025 Ashton Thomas Securities LLC45,955$624K0.1%+7.0%0.000%
10/22/2025 Spirepoint Private Client LLC10,026$136K0.0%N/A0.000%
10/20/2025 Allspring Global Investments Holdings LLC283,998$3.85M0.0%-64.1%0.000%
10/17/2025 Apollon Wealth Management LLC53,299$723K0.0%-16.4%0.000%
8/15/2025 Bank of America Corp DE154,436$2.05M0.0%-1.1%0.000%
8/14/2025MGB Wealth Management LLC32,581$432K0.1%-49.7%0.000%
8/13/2025 Invesco Ltd.382,785$5.08M0.0%-3.9%0.000%
8/13/2025 Level Four Advisory Services LLC15,651$208K0.0%+12.3%0.000%
8/12/2025 Advisors Asset Management Inc.265,744$3.52M0.1%-1.8%0.000%
8/12/2025 AlphaCore Capital LLC35,271$468K0.0%+9.5%0.000%
8/8/2025 PNC Financial Services Group Inc.5,091$68K0.0%-16.4%0.000%
8/7/2025 Samalin Investment Counsel LLC73,583$976K0.4%+4.1%0.000%
8/7/2025 Cypress Capital Management LLC WY304,783$4.04M4.4%+150.7%0.000%
8/6/2025 Moors & Cabot Inc.65,183$864K0.0%+527.7%0.000%
8/4/2025 Creekmur Asset Management LLC3,176$42K0.0%N/A0.000%
8/4/2025 WNY Asset Management LLC45,279$600K0.1%-16.5%0.000%
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7/29/2025 Uhlmann Price Securities LLC28,889$383K0.3%-6.6%0.000%
7/25/2025 Allspring Global Investments Holdings LLC791,966$10.50M0.0%-26.7%0.000%
7/25/2025 Apollon Wealth Management LLC63,735$845K0.0%-8.8%0.000%
7/18/2025 Truist Financial Corp156,358$2.07M0.0%+0.6%0.000%
7/17/2025 Janney Montgomery Scott LLC37,351$495K0.0%-11.5%0.000%
7/10/2025 Wealth Enhancement Advisory Services LLC73,037$987K0.0%+2.8%0.000%
5/16/2025Advisors Asset Management Inc.270,668$3.68M0.1%+4.7%0.000%
5/15/2025Royal Bank of Canada157,022$2.13M0.0%+2.0%0.000%
5/14/2025Samalin Investment Counsel LLC70,709$960K0.4%+5.1%0.000%
5/13/2025Elequin Capital LP6,355$86K0.0%+96.3%0.000%


BGR Institutional Ownership - Frequently Asked Questions

During the previous two years, 76 institutional investors and hedge funds held shares of BlackRock Energy and Resources Trust. The most heavily invested institutionals were City of London Investment Management Co. Ltd. ($6.04M), Wells Fargo & Company MN ($4.58M), Invesco Ltd. ($4.22M), Cypress Capital Management LLC WY ($4.18M), Raymond James Financial Inc. ($3.79M), Absolute Investment Advisers LLC ($3.21M), and UBS Group AG ($3.06M).Learn more on BlackRock Energy and Resources Trust's institutional investors.

Of the 63 institutional investors that purchased BlackRock Energy and Resources Trust's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($781.42K), Cypress Capital Management LLC WY ($307.84K), Absolute Investment Advisers LLC ($228.48K), Bank of America Corp DE ($143.63K), Moors & Cabot Inc. ($95.03K), Formidable Asset Management LLC ($77.70K), and &PARTNERS ($77.44K).

Institutional investors have bought a total of 869,362 shares in the last 24 months. This purchase volume represents approximately $13.13M in transactions.

Of the 19 institutional investors that sold BlackRock Energy and Resources Trust's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Allspring Global Investments Holdings LLC ($776.61K), Raymond James Financial Inc. ($115.75K), Invesco Ltd. ($70.81K), Brown Brothers Harriman & Co. ($41.59K), Advisors Asset Management Inc. ($40.37K), Wells Fargo & Company MN ($40.03K), and Royal Bank of Canada ($29.86K).

Institutional investors have sold a total of 1,191,092 shares in the last 24 months. This volume of shares sold represents approximately $16.12M in transactions.


Related Companies

Institutional ownership data for NYSE:BGR is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/26/2026. New 13F filings are added each quarter as they're published.
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