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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 %
MWM
26
MGB Wealth Management
Texas
$432K 32,581 -32,224 -50%
Creative Planning
27
Creative Planning
Kansas
$430K 32,410 -316 -1%
Stifel Financial
28
Stifel Financial
Missouri
$401K 30,250 +17,971 +146%
UPS
29
UHLMANN PRICE SECURITIES
Illinois
$383K 28,889 -2,037 -7%
NFG
30
Nations Financial Group
Iowa
$362K 27,337 +326 +1%
NCM
31
Northside Capital Management
Oregon
$322K 24,299 – –
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$279K 21,006 +41 +0.2%
WE
33
Wealth Effects
Massachusetts
$239K 18,000 – –
Mariner
34
Mariner
Kansas
$232K 17,478 +17,478 New
SF
35
Summit Financial
New Jersey
$219K 16,492 +16,492 New
CF
36
Centaurus Financial
California
$211K 15,884 – –
LFAS
37
Level Four Advisory Services
Texas
$208K 15,651 +1,715 +12%
Ameriprise
38
Ameriprise
Minnesota
$176K 13,255 +679 +5%
MML Investors Services
39
MML Investors Services
Massachusetts
$167K 12,576 +194 +2%
WA
40
Waverly Advisors
Alabama
$162K 12,190 -1,300 -10%
Comerica Bank
41
Comerica Bank
Texas
$148K 11,194 -2,945 -21%
MA
42
Mezzasalma Advisors
New Jersey
$148K 11,189 +113 +1%
OL
43
one8zero8 LLC
North Carolina
$141K 10,600 +200 +2%
HighTower Advisors
44
HighTower Advisors
Illinois
$139K 10,507 +10,507 New
CL
45
Choreo LLC
Illinois
$133K 10,045 – –
NS
46
NBC Securities
Alabama
$109K 8,284 +793 +11%
AA
47
Ancora Advisors
Ohio
$92.8K 7,000 – –
EWM
48
Evermay Wealth Management
Virginia
$76.9K 5,800 – –
PNC Financial Services Group
49
PNC Financial Services Group
Pennsylvania
$67.5K 5,091 -1,000 -16%
MEG
50
Millstone Evans Group
Colorado
$47K 3,546 – –
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