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BlackRock Energy and Resources Trust (BGR) Institutional Ownership

BlackRock Energy and Resources Trust logo
$18.22 +0.06 (+0.33%)
Closing price 10/14/2026 03:59 PM Eastern
Extended Trading
$18.16 -0.06 (-0.35%)
As of 09:04 AM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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Institutional Ownership Changes (13F Filings) for BlackRock Energy and Resources Trust (NYSE:BGR)

Number of
Institutional Buyers
(last 12 months)
45
Total
Institutional Inflows
(last 12 months)
$13.44M
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
9/23/2026Envestnet Asset Management Inc.11,732$174K0.0%+11.5%0.000%
9/9/2026Integrated Wealth Concepts LLC3,850$57K0.0%N/A0.000%
9/9/2026Cypress Capital Management LLC WY281,912$4.18M3.6%+6.0%0.000%
8/26/2026HighTower Advisors LLC14,161$210K0.0%-6.7%0.000%
8/23/2026Readystate Asset Management LP11,088$164K0.0%N/A0.000%
8/20/2026Susquehanna International Group LLP11,338$168K0.0%N/A0.000%
8/18/2026Beacon Pointe Advisors LLC38,197$566K0.0%N/A0.000%
8/18/2026Centaurus Financial Inc.15,884$235K0.0%N/A0.000%
8/17/2026Bank of America Corp DE143,633$2.13M0.0%N/A0.000%
8/7/2026Wealth Effects LLC15,000$222K0.1%N/A0.000%
7/23/2026Nations Financial Group Inc. IA ADV31,469$466K0.0%+12.7%0.000%
7/23/2026Apollon Wealth Management LLC49,202$729K0.0%-6.0%0.000%
7/22/2026Absolute 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%
5/15/2026Cypress Capital Group12,024$208K0.0%N/A0.000%
5/13/2026Cetera Investment Advisers64,454$1.12M0.0%+4.7%0.000%
5/8/2026PNC Financial Services Group Inc.5,811$101K0.0%+14.1%0.000%
5/7/2026Parallel Advisors LLC5,841$101K0.0%N/A0.000%
5/6/2026Allspring Global Investments Holdings LLC15,355$266K0.0%-9.4%0.000%
5/4/2026NWF Advisory Services Inc.15,303$265K0.0%+15.0%0.000%
5/1/2026Fifth Third Bancorp12,268$212K0.0%N/A0.000%
4/27/2026Private Advisor Group LLC52,635$911K0.0%+6.6%0.000%
4/23/2026Apollon Wealth Management LLC52,348$906K0.0%-2.0%0.000%
4/23/2026Formidable Asset Management LLC77,702$1.35M0.2%+4.5%0.000%
4/22/2026Absolute Investment Advisers LLC228,480$3.96M0.5%N/A0.000%
4/15/2026Nations 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%
3/3/2026NWF Advisory Services Inc.13,303$180K0.0%+21.4%0.000%
2/19/2026TMB 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%
2/13/2026Kestra Advisory Services LLC7,535$102K0.0%N/A0.000%
2/13/2026Stifel Financial Corp38,581$522K0.0%+19.7%0.000%
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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%
2/12/2026Commonwealth Equity Services LLC22,854$309K0.0%+14.2%0.000%
2/12/2026Brown Brothers Harriman & Co.4,335$59K0.0%-90.6%0.000%
2/11/2026Janney Montgomery Scott LLC38,588$522K0.0%+11.1%0.000%
2/11/2026LPL Financial LLC190,715$2.58M0.0%-2.0%0.000%
2/10/2026Moors & Cabot Inc.84,411$1.14M0.0%+27.9%0.000%
2/5/2026AlphaCore Capital LLC49,242$667K0.0%+41.8%0.000%
2/2/2026Truist Financial Corp167,142$2.26M0.0%+4.0%0.000%
2/2/2026Ashton Thomas Securities LLC44,355$601K0.1%-3.5%0.000%
1/30/2026Samalin Investment Counsel LLC71,383$967K0.3%-4.8%0.000%
1/29/2026UBS Group AG225,951$3.06M0.0%+1.2%0.000%
1/26/2026Wealth Effects LLC15,000$203K0.1%-11.8%0.000%
1/23/2026Assetmark Inc.1,999$27K0.0%N/A0.000%
1/16/2026Formidable Asset Management LLC74,339$1.01M0.1%N/A0.000%
1/15/2026Allspring Global Investments Holdings LLC16,955$230K0.0%-94.0%0.000%
1/8/2026Wealth Enhancement Advisory Services LLC61,097$830K0.0%-17.5%0.000%
12/23/2025Triumph Capital Management2,400$33K0.0%N/A0.000%
11/17/2025Triumph 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%
11/13/2025Private Advisor Group LLC41,603$565K0.0%+18.7%0.000%
11/12/2025MGB Wealth Management LLC33,815$459K0.1%+3.8%0.000%
11/10/2025EverSource 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%
11/3/2025Cypress Capital Management LLC WY307,835$4.18M4.2%+1.0%0.000%
11/3/2025Truist Financial Corp160,784$2.18M0.0%+2.8%0.000%
10/31/2025NWF Advisory Services Inc.10,959$149K0.0%N/A0.000%
10/30/2025Samalin Investment Counsel LLC74,947$1.02M0.3%+1.9%0.000%
10/29/2025Wealth Enhancement Advisory Services LLC74,057$1M0.0%+1.4%0.000%
10/28/2025Wealth Effects LLC17,000$231K0.1%-5.6%0.000%
10/27/2025Ashton Thomas Securities LLC45,955$624K0.1%+7.0%0.000%
10/22/2025Spirepoint Private Client LLC10,026$136K0.0%N/A0.000%
10/20/2025Allspring Global Investments Holdings LLC283,998$3.85M0.0%-64.1%0.000%
10/17/2025Apollon 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%
8/12/2025AlphaCore Capital LLC35,271$468K0.0%+9.5%0.000%
8/8/2025PNC Financial Services Group Inc.5,091$68K0.0%-16.4%0.000%
8/7/2025Samalin Investment Counsel LLC73,583$976K0.4%+4.1%0.000%
8/7/2025Cypress Capital Management LLC WY304,783$4.04M4.4%+150.7%0.000%
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8/6/2025Moors & Cabot Inc.65,183$864K0.0%+527.7%0.000%
8/4/2025Creekmur Asset Management LLC3,176$42K0.0%N/A0.000%
8/4/2025WNY Asset Management LLC45,279$600K0.1%-16.5%0.000%
7/29/2025Uhlmann 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%
7/25/2025Apollon Wealth Management LLC63,735$845K0.0%-8.8%0.000%
7/18/2025Truist Financial Corp156,358$2.07M0.0%+0.6%0.000%
7/17/2025Janney Montgomery Scott LLC37,351$495K0.0%-11.5%0.000%
7/10/2025Wealth 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%


BGR Institutional Ownership - Frequently Asked Questions

During the previous two years, 78 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 65 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 ($323.83K), 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 890,421 shares in the last 24 months. This purchase volume represents approximately $13.44M 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 9/23/2026. New 13F filings are added each quarter as they're published.
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