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BlackRock Energy and Resources Trust (BGR) Institutional Ownership

BlackRock Energy and Resources Trust logo
$16.75 +0.17 (+1.03%)
As of 03:21 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)
39
Total
Institutional Inflows
(last 12 months)
$9.94M
Number of
Institutional Sellers
(last 12 months)
19
Total
Institutional Outflows
(last 12 months)
$16.83M
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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
8/7/2026 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%
5/19/2026Bank of America Corp DE128,290$2.22M0.0%-0.5%0.000%
5/18/2026Royal Bank of Canada138,477$2.40M0.0%+15.4%0.000%
5/15/2026 Cypress Capital Group12,024$208K0.0%N/A0.000%
5/13/2026Cetera 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%
5/6/2026Allspring 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%
3/17/2026Rockefeller Capital Management L.P.5,278$71K0.0%+286.1%0.000%
3/4/2026SHP 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%
2/19/2026Invesco Ltd.311,975$4.22M0.0%-18.0%0.000%
2/17/2026Guggenheim Capital LLC23,391$317K0.0%-38.3%0.000%
2/17/2026Cetera Investment Advisers61,590$834K0.0%+5.0%0.000%
2/17/2026Osaic Holdings Inc.63,067$854K0.0%+2.2%0.000%
2/17/2026&PARTNERS77,437$1.05M0.0%N/A0.000%
2/17/2026Royal Bank of Canada120,003$1.63M0.0%-19.9%0.000%
2/16/2026Mariner LLC15,199$206K0.0%-13.0%0.000%
2/13/2026 Kestra Advisory Services LLC7,535$102K0.0%N/A0.000%
2/13/2026Stifel Financial Corp38,581$522K0.0%+19.7%0.000%
2/13/2026Wells Fargo & Company MN338,307$4.58M0.0%-10.6%0.000%
2/13/2026Summit Financial LLC54,295$735K0.0%+17.4%0.000%
2/12/2026Advisors Asset Management Inc.225,374$3.05M0.1%-14.9%0.000%
2/12/2026Jane Street Group LLC16,717$226K0.0%N/A0.000%
2/12/2026 Commonwealth Equity Services LLC22,854$309K0.0%+14.2%0.000%
2/12/2026Brown 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%
2/10/2026Moors & Cabot Inc.84,411$1.14M0.0%+27.9%0.000%
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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%
1/29/2026UBS 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%
1/15/2026Allspring 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%
11/17/2025Moors & Cabot Inc.65,988$895K0.0%+1.2%0.000%
11/14/2025Raymond James Financial Inc.279,062$3.79M0.0%-29.3%0.000%
11/14/2025Brown Brothers Harriman & Co.45,927$623K0.0%+29.8%0.000%
11/13/2025Invesco Ltd.380,326$5.16M0.0%-0.6%0.000%
11/13/2025UBS 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%
11/7/2025Murphy & Mullick Capital Management Corp2,000$27K0.0%N/A0.000%
11/6/2025Advisors 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%
10/20/2025Allspring 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%
8/15/2025Bank 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%
8/13/2025Invesco Ltd.382,785$5.08M0.0%-3.9%0.000%
8/13/2025Level Four Advisory Services LLC15,651$208K0.0%+12.3%0.000%
8/12/2025Advisors 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%
8/6/2025Moors & Cabot Inc.65,183$864K0.0%+527.7%0.000%
8/4/2025 Creekmur Asset Management LLC3,176$42K0.0%N/A0.000%
8/4/2025WNY Asset Management LLC45,279$600K0.1%-16.5%0.000%
7/29/2025 Uhlmann Price Securities LLC28,889$383K0.3%-6.6%0.000%
7/25/2025Allspring 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%
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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%
5/13/2025Raymond James Financial Inc.395,306$5.37M0.0%+2.4%0.000%
5/12/2025Virtu Financial LLC10,499$143K0.0%N/A0.000%
5/12/2025Invesco Ltd.398,512$5.41M0.0%-11.9%0.000%
5/12/2025AlphaCore Capital LLC32,205$437K0.0%N/A0.000%
5/9/2025City of London Investment Management Co. Ltd.444,523$6.04M0.6%-60.1%0.000%
5/9/2025MGB Wealth Management LLC64,805$849K0.3%+100.3%0.000%


BGR Institutional Ownership - Frequently Asked Questions

During the previous two years, 72 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 59 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), Moors & Cabot Inc. ($95.03K), Formidable Asset Management LLC ($77.70K), &PARTNERS ($77.44K), and AlphaCore Capital LLC ($49.78K).

Institutional investors have bought a total of 654,003 shares in the last 24 months. This purchase volume represents approximately $9.94M 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. ($86.54K), Advisors Asset Management Inc. ($45.29K), Brown Brothers Harriman & Co. ($41.59K), Wells Fargo & Company MN ($40.03K), and MGB Wealth Management LLC ($32.22K).

Institutional investors have sold a total of 1,244,687 shares in the last 24 months. This volume of shares sold represents approximately $16.83M 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 8/7/2026. New 13F filings are added each quarter as they're published.
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