BlackRock Energy and Resources Trust
BGR
85 hedge funds and large institutions have $102M invested in BlackRock Energy and Resources Trust in 2026 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 29 increasing their positions, 16 reducing their positions, and 6 closing their positions.
167% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 6
81% more repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 16
53% more capital invested
Capital invested by funds: $67M → $102M (+$35.2M)
9% more funds holding
Funds holding: 78 → 85 (+7)
3.78% more ownership
Funds ownership: 18.92% → 22.7% (+3.8%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$4.19M |
| 2 |
AIA
Absolute Investment Advisers
Rosemary Beach,
Florida
|
+$3.51M |
| 3 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$3.02M |
| 4 |
TJHA
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
+$2.79M |
| 5 |
NWA
Navis Wealth Advisors
Rye Brook,
New York
|
+$1.85M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Truist Financial
Charlotte,
North Carolina
|
-$2.38M |
| 2 |
P
&Partners
Nashville,
Tennessee
|
-$1.05M |
| 3 |
SIC
Samalin Investment Counsel
Chappaqua,
New York
|
-$967K |
| 4 |
CCMW
Cypress Capital Management (Wyoming)
Sheridan,
Wyoming
|
-$643K |
| 5 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$301K |
BGR Hedge Fund Activity: Q1 2026 in Review
85 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in BlackRock Energy and Resources Trust (BGR) for Q1 2026, worth a combined $102M — up 53% from $67M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new BGR positions and 6 closed out — a net gain of 10 holders — while 29 added to existing stakes and 16 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $4.19M. The largest seller was Truist Financial, cutting an estimated $2.38M.
- 85 institutional investors held BlackRock Energy and Resources Trust (BGR) as of Q1 2026, up from 78 in Q4 2025.
- Funds reported $102M of BlackRock Energy and Resources Trust stock for Q1 2026, up 53% quarter-over-quarter.
- 16 funds opened new BlackRock Energy and Resources Trust positions in Q1 2026 and 6 closed out, a net change of +10 holders.
- The largest BlackRock Energy and Resources Trust buyer in Q1 2026 was Morgan Stanley, an estimated $4.19M added.
- The largest BlackRock Energy and Resources Trust seller in Q1 2026 was Truist Financial, an estimated $2.38M sold.
Based on aggregated 13F filings for Q1 2026.