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BlackRock Energy and Resources Trust
BGR

70 hedge funds and large institutions have $84.1M invested in BlackRock Energy and Resources Trust in 2025 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 21 increasing their positions, 22 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 7

6% more funds holding

Funds holding: 66 → 70 (+4)

5% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 22

2.8% less ownership

Funds ownership: 26.51% → 23.71% (-2.8%)

6% less capital invested

Capital invested by funds: $89.5M → $84.1M (-$5.49M)

Holders
70
Holders Change
+4
Holders Change %
+6.06%
% of All Funds
0.94%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
21
Reduced
22
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CCMW
Cypress Capital Management (Wyoming)
Wyoming
+$1.62M
2
MWM
MGB Wealth Management
Texas
+$432K
3
AC
AlphaCore Capital
California
+$429K
4
Truist Financial
Truist Financial
North Carolina
+$259K
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$241K

Top Sellers

Rank Fund Capital Flow
1
COLIM
City of London Investment Management
United Kingdom
-$8.93M
2
Allspring Global Investments
Allspring Global Investments
North Carolina
-$3.99M
3
Invesco
Invesco
Georgia
-$715K
4
SCM
Saba Capital Management
New York
-$603K
5
UBS Group
UBS Group
Switzerland
-$359K
Name Holding Trade Value Shares
Change 		Change in
Stake
UPS
26
UHLMANN PRICE SECURITIES
Illinois
$420K -$120K -8,996 -23%
PAG
27
Private Advisor Group
New Jersey
$367K +$113K +8,494 +46%
NFG
28
Nations Financial Group
Iowa
$367K +$227 +17 +0.1%
NCM
29
Northside Capital Management
Oregon
$330K – – –
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$285K +$2.6K +195 +0.9%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$246K +$241K +18,080 New
WE
32
Wealth Effects
Massachusetts
$244K – – –
Thrivent Financial for Lutherans
33
Thrivent Financial for Lutherans
Minnesota
$218K – – –
CF
34
Centaurus Financial
California
$216K – – –
JIC
35
Joel Isaacson & Co
New York
$196K +$193K +14,450 New
Comerica Bank
36
Comerica Bank
Texas
$192K +$1.45K +109 +0.8%
LFAS
37
Level Four Advisory Services
Texas
$189K -$13.2K -989 -7%
WA
38
Waverly Advisors
Alabama
$183K -$40.4K -3,032 -18%
Ameriprise
39
Ameriprise
Minnesota
$171K -$9.98K -749 -6%
MML Investors Services
40
MML Investors Services
Massachusetts
$168K +$2.31K +173 +1%
Stifel Financial
41
Stifel Financial
Missouri
$167K -$260K -19,490 -61%
MA
42
Mezzasalma Advisors
New Jersey
$150K +$1.37K +103 +0.9%
VF
43
Virtu Financial
New York
$143K +$140K +10,499 New
OL
44
one8zero8 LLC
North Carolina
$141K – – –
MC
45
Moors & Cabot
Massachusetts
$141K +$138K +10,385 New
CL
46
Choreo LLC
Illinois
$136K – – –
NS
47
NBC Securities
Alabama
$101K +$99.7K +7,484 +106,914%
AA
48
Ancora Advisors
Ohio
$95.1K – – –
EC
49
Elequin Capital
New York
$86.3K +$41.5K +3,117 +96%
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$82.7K +$13.3K +1,000 +20%
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BGR Hedge Fund Activity: Q1 2025 in Review

70 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in BlackRock Energy and Resources Trust (BGR) for Q1 2025, worth a combined $84.1M — down 6.1% from $89.5M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new BGR positions and 7 closed out — a net gain of 4 holders — while 21 added to existing stakes and 22 trimmed.

The largest buyer was Cypress Capital Management (Wyoming), opening a new position worth an estimated $1.62M. The largest seller was City of London Investment Management, cutting an estimated $8.93M.

  • 70 institutional investors held BlackRock Energy and Resources Trust (BGR) as of Q1 2025, up from 66 in Q4 2024.
  • Funds reported $84.1M of BlackRock Energy and Resources Trust stock for Q1 2025, down 6.1% quarter-over-quarter.
  • 11 funds opened new BlackRock Energy and Resources Trust positions in Q1 2025 and 7 closed out, a net change of +4 holders.
  • The largest BlackRock Energy and Resources Trust buyer in Q1 2025 was Cypress Capital Management (Wyoming), an estimated $1.62M added.
  • The largest BlackRock Energy and Resources Trust seller in Q1 2025 was City of London Investment Management, an estimated $8.93M sold.

Based on aggregated 13F filings for Q1 2025.