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BlackRock Energy and Resources Trust
BGR

Overview Fund Activity

68 hedge funds and large institutions have $74.5M invested in BlackRock Energy and Resources Trust in 2025 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 21 increasing their positions, 22 reducing their positions, and 9 closing their positions.

Holders
68
Holders Change
-2
Holders Change %
-2.86%
% of All Funds
0.91%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
8
Increased
21
Reduced
22
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CCMW
1
Cypress Capital Management (Wyoming)
Wyoming
$4.04M
2
MC
2
Moors & Cabot
Massachusetts
$864K
3
Morgan Stanley
3
Morgan Stanley
New York
$15.1M
4
BBHC
4
Brown Brothers Harriman & Co
New York
$469K
5
Stifel Financial
5
Stifel Financial
Missouri
$401K

Top Sellers

1
COLIM
1
City of London Investment Management
United Kingdom
$0
2
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$10.5M
3
UBS Group
3
UBS Group
Switzerland
$3.04M
4
MWM
4
MGB Wealth Management
Texas
$432K
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$1.77M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$15.1M 1,135,801 +41,074 +4%
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$10.5M 791,966 -288,880 -27%
Wells Fargo
3
Wells Fargo
California
$5.32M 400,960 -21,067 -5%
Raymond James Financial
4
Raymond James Financial
Florida
$5.24M 394,807 -499 -0.1%
Invesco
5
Invesco
Georgia
$5.08M 382,785 -15,727 -4%
CCMW
6
Cypress Capital Management (Wyoming)
Wyoming
$4.04M 304,783 +183,190 +151%
AAM
7
Advisors Asset Management
Colorado
$3.52M 265,744 -4,924 -2%
UBS Group
8
UBS Group
Switzerland
$3.04M 229,074 -54,710 -19%
LPL Financial
9
LPL Financial
California
$2.61M 196,956 +9,635 +5%
Truist Financial
10
Truist Financial
North Carolina
$2.07M 156,358 +999 +0.6%
Bank of America
11
Bank of America
North Carolina
$2.05M 154,436 -1,739 -1%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$1.77M 133,807 -23,215 -15%
Wealth Enhancement Advisory Services
13
Wealth Enhancement Advisory Services
Minnesota
$987K 73,037 +1,989 +3%
SIC
14
Samalin Investment Counsel
New York
$976K 73,583 +2,874 +4%
MC
15
Moors & Cabot
Massachusetts
$864K 65,183 +54,798 +528%
AWM
16
Apollon Wealth Management
South Carolina
$845K 63,735 -6,167 -9%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$685K 51,640 +386 +0.8%
Osaic Holdings
18
Osaic Holdings
Arizona
$678K 53,679 -4,873 -8%
WAM
19
WNY Asset Management
New York
$600K 45,279 -8,938 -16%
ATS
20
Ashton Thomas Securities
New York
$570K 42,955 – –
GC
21
Guggenheim Capital
Illinois
$503K 37,899 +1,240 +3%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$495K 37,351 -4,850 -11%
BBHC
23
Brown Brothers Harriman & Co
New York
$469K 35,390 +31,055 +716%
AC
24
AlphaCore Capital
California
$468K 35,271 +3,066 +10%
PAG
25
Private Advisor Group
New Jersey
$465K 35,060 +8,041 +30%
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