Who Owns Blackrock Energy and Resources Trust (BGR)?Hedge Fund & Institutional Holders

$16.24-0.04 (-0.25%)TechnologyNYSE

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$3.27200030000003e+234T

% of Float Held

—

QoQ Change in Holders

+12 / -4

Price History

$11.27$12.56$13.85$15.14$16.43Sep 24Jun 25Mar 26

BGR — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Samalin Investment Counsel, LLCNew Position+71K+$966.0M
Carl P. Sherr & Co., LLCNew Position+61K+$946.0M
ASHTON THOMAS SECURITIES, LLCNew Position+44K+$600.0M
Navis Wealth Advisors, LLCNew Position+19K+$252.0M
WEALTH EFFECTS LLCNew Position+15K+$203.0M
NWF Advisory Services Inc.New Position+13K+$180.0M
Mezzasalma Advisors, LLCNew Position+11K+$158.0M
SPIREPOINT PRIVATE CLIENT, LLCNew Position+10K+$135.0M
Moors & Cabot, Inc.Increased+18K+$104.5M
UBS Group AGIncreased+3K+$29.3M
ASSETMARK, INCNew Position+2K+$27.0M
Golden State Wealth Management, LLCNew Position+1K+$18.0M
Millstone Evans Group, LLCNew Position+1K+$13.0M
Geneos Wealth Management Inc.New Position+650+$8.0M
UHLMANN PRICE SECURITIES, LLCIncreased+640+$7.5M

BGR — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
LPL Financial LLCDecreased-4K-$2.6B
WELLS FARGO & COMPANY/MNDecreased-40K-$1.1B
ROYAL BANK OF CANADADecreased-30K-$1.0B
Invesco Ltd.Decreased-68K-$937.0M
BROWN BROTHERS HARRIMAN & CODecreased-42K-$623.2M
Advisors Asset Management, Inc.Decreased-40K-$595.3M
GUGGENHEIM CAPITAL LLCDecreased-15K-$514.3M
WNY Asset Management, LLCClosed Position-32K-$435.1M
Mariner, LLCDecreased-2K-$237.2M
CHOREO, LLCClosed Position-10K-$136.3M
Creekmur Asset Management LLCClosed Position-3K-$43.1M
Allworth Financial LPDecreased-675-$9.3M
Russell Investments Group, Ltd.Decreased-498-$6.8M
HRT FINANCIAL LPClosed Position-10K-$140K
BANK OF AMERICA CORP /DE/Decreased-26K-$-997.9M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Invesco Ltd.241,663$3.3B0.50%Share
2WELLS FARGO & COMPANY/MN250,859$3.0B0.55%Share
3Advisors Asset Management, Inc.225,374$3.0B50.37%Share
4UBS Group AG219,753$3.0B0.48%Share
5RAYMOND JAMES FINANCIAL INC199,630$2.0B0.62%Share
6WELLS FARGO & COMPANY/MN87,448$1.0B0.18%Share
7Moors & Cabot, Inc.84,411$1.0B0.04%Share
8BANK OF AMERICA CORP /DE/128,992$1.0B0.07%Share
9ROYAL BANK OF CANADA120,003$1.0B0.16%Share
10Samalin Investment Counsel, LLC71,383$966.0M0.34%Share
11Invesco Ltd.70,312$952.0M0.15%Share
12Carl P. Sherr & Co., LLC60,966$946.0M0.42%Share
13ASHTON THOMAS SECURITIES, LLC44,355$600.0M0.11%Share
14MGB Wealth Management, LLC34,205$463.0M0.13%Share
15UHLMANN PRICE SECURITIES, LLC30,153$408.0M0.24%Share
16Navis Wealth Advisors, LLC18,656$252.0M0.11%Share
17WEALTH EFFECTS LLC15,000$203.0M0.06%Share
18NWF Advisory Services Inc.13,303$180.0M0.02%Share
19Mezzasalma Advisors, LLC11,405$158.0M0.04%Share
20SPIREPOINT PRIVATE CLIENT, LLC10,026$135.0M0.01%Share
21COMERICA BANK6,203$83.0M0.33%Share
22UBS Group AG6,198$83.0M0.01%Share
23COMERICA BANK5,129$69.0M0.28%Share
24Triumph Capital Management2,400$32.0M0.01%Share
25Murphy & Mullick Capital Management Corp2,000$27.0M0.02%Share
26Founders Capital Management2,000$27.0M0.01%Share
27ASSETMARK, INC1,999$27.0M0.06%Share
28Golden State Wealth Management, LLC1,383$18.0M0.00%Share
29Sunbelt Securities, Inc.1,135$15.0M0.00%Share
30MORGAN STANLEY1,056,065$14.0M0.00%Share
31Millstone Evans Group, LLC1,030$13.0M0.01%Share
32Geneos Wealth Management Inc.650$8.0M0.00%Share
33Cypress Capital Management LLC (WY)307,695$4.2M3.87%Share
34TRUIST FINANCIAL CORP167,142$2.3M0.00%Share
35LPL Financial LLC190,715$2.0M0.00%Share
36IMG Wealth Management, Inc.160$2.0M0.00%Share
37Formidable Asset Management, LLC74,339$1.0M0.15%Share
38&PARTNERS77,437$1.0M0.01%Share
39Investment Research & Advisory Group, Inc.102$1.0M0.00%Share
40MORGAN STANLEY77,888$1.0M0.00%Share
41WEALTH ENHANCEMENT ADVISORY SERVICES, LLC61,097$830K0.00%Share
42Apollon Wealth Management, LLC53,404$723K0.01%Share
43TMB Capital Partners, LLC22,658$306K0.10%Share
44DECISION INVESTMENTS, INC21,070$285K0.31%Share
45Allspring Global Investments Holdings, LLC16,955$229K0.00%Share
46NBC SECURITIES, INC.9,231$124K0.01%Share
47EVERMAY WEALTH MANAGEMENT LLC5,800$78K0.01%Share
48EverSource Wealth Advisors, LLC5,020$67K0.00%Share
49Atlantic Union Bankshares Corp600$8K0.00%Share
50Atlantic Union Bankshares Corp100$1K0.00%Share

BGR Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202574$23.9B+30
Q3 202544$34.0B-15
Q2 202559$45.5B-11
Q1 202570$67.1B+11
Q4 202459$1.3T+6
Q3 202453$3.1T+3
Q2 202450$1.2T-1
Q1 202451$2.3T—

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As of Q4 2025, 50 institutional investors hold BGR (Blackrock Energy and Resources Trust). The largest holder is Invesco Ltd. with $3.3B in shares. This quarter, 12 institutions opened new positions and 4 closed their positions.

Frequently Asked Questions

How many hedge funds own BGR?

As of Q4 2025, 50 institutional investors report holding BGR (Blackrock Energy and Resources Trust) in their 13F filings.

Who is the largest institutional holder of BGR?

The largest institutional holder of BGR is Invesco Ltd. with $3.3B in shares.

Is institutional ownership of BGR increasing or decreasing?

This quarter, 12 institutions opened new positions in BGR and 4 closed their positions.