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BlackRock Energy and Resources Trust
BGR

Overview Fund Activity

69 hedge funds and large institutions have $74.7M invested in BlackRock Energy and Resources Trust in 2025 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 21 increasing their positions, 22 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
69
Holders Change
-1
Holders Change %
-1.43%
% of All Funds
0.93%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
9
Increased
21
Reduced
22
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CCMW
Cypress Capital Management (Wyoming)
Wyoming
+$2.43M
2
MC
Moors & Cabot
Massachusetts
+$727K
3
Morgan Stanley
Morgan Stanley
New York
+$545K
4
BBHC
Brown Brothers Harriman & Co
New York
+$412K
5
Stifel Financial
Stifel Financial
Missouri
+$238K

Top Sellers

1
COLIM
City of London Investment Management
United Kingdom
-$6.04M
2
Allspring Global Investments
Allspring Global Investments
North Carolina
-$3.83M
3
UBS Group
UBS Group
Switzerland
-$725K
4
MWM
MGB Wealth Management
Texas
-$427K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$308K
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
26
MGB Wealth Management
Texas
$432K -$427K -32,224 -50%
Creative Planning
27
Creative Planning
Kansas
$430K -$4.19K -316 -1%
Stifel Financial
28
Stifel Financial
Missouri
$401K +$238K +17,971 +146%
UPS
29
UHLMANN PRICE SECURITIES
Illinois
$383K -$27K -2,037 -7%
NFG
30
Nations Financial Group
Iowa
$362K +$4.32K +326 +1%
NCM
31
Northside Capital Management
Oregon
$322K – – –
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$279K +$545 +41 +0.2%
WE
33
Wealth Effects
Massachusetts
$239K – – –
Mariner
34
Mariner
Kansas
$232K +$232K +17,478 New
SF
35
Summit Financial
New Jersey
$219K +$219K +16,492 New
CF
36
Centaurus Financial
California
$211K – – –
LFAS
37
Level Four Advisory Services
Texas
$208K +$22.7K +1,715 +12%
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$183K +$183K +13,806 New
Ameriprise
39
Ameriprise
Minnesota
$176K +$9K +679 +5%
MML Investors Services
40
MML Investors Services
Massachusetts
$167K +$2.58K +194 +2%
WA
41
Waverly Advisors
Alabama
$162K -$17.2K -1,300 -10%
Comerica Bank
42
Comerica Bank
Texas
$148K -$39K -2,945 -21%
MA
43
Mezzasalma Advisors
New Jersey
$148K +$1.5K +113 +1%
OL
44
one8zero8 LLC
North Carolina
$141K +$2.65K +200 +2%
HighTower Advisors
45
HighTower Advisors
Illinois
$139K +$139K +10,507 New
CL
46
Choreo LLC
Illinois
$133K – – –
NS
47
NBC Securities
Alabama
$109K +$10.4K +793 +11%
AA
48
Ancora Advisors
Ohio
$92.8K – – –
EWM
49
Evermay Wealth Management
Virginia
$76.9K – – –
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$67.5K -$13.3K -1,000 -16%
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