We are live on ! Find out more
BGR icon

BlackRock Energy and Resources Trust
BGR

69 hedge funds and large institutions have $74.8M invested in BlackRock Energy and Resources Trust in 2025 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 22 increasing their positions, 21 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 21

1% less funds holding

Funds holding: 70 → 69 (-1)

2.13% less ownership

Funds ownership: 23.71% → 21.59% (-2.1%)

10% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 10

11% less capital invested

Capital invested by funds: $84.1M → $74.8M (-$9.3M)

Holders
69
Holders Change
-1
Holders Change %
-1.43%
% 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
9
Increased
22
Reduced
21
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CCMW
Cypress Capital Management (Wyoming)
Wyoming
+$2.3M
2
MC
Moors & Cabot
Massachusetts
+$689K
3
Morgan Stanley
Morgan Stanley
New York
+$517K
4
BBHC
Brown Brothers Harriman & Co
New York
+$391K
5
Stifel Financial
Stifel Financial
Missouri
+$226K

Top Sellers

Rank Fund Capital Flow
1
COLIM
City of London Investment Management
United Kingdom
-$6.04M
2
Allspring Global Investments
Allspring Global Investments
North Carolina
-$3.63M
3
UBS Group
UBS Group
Switzerland
-$688K
4
MWM
MGB Wealth Management
Texas
-$405K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$292K
Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
26
MGB Wealth Management
Texas
$432K -$405K -32,224 -50%
Creative Planning
27
Creative Planning
Kansas
$430K -$3.97K -316 -1%
Stifel Financial
28
Stifel Financial
Missouri
$401K +$226K +17,971 +146%
UPS
29
UHLMANN PRICE SECURITIES
Illinois
$383K -$25.6K -2,037 -7%
NFG
30
Nations Financial Group
Iowa
$362K +$4.1K +326 +1%
NCM
31
Northside Capital Management
Oregon
$322K – – –
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$279K +$516 +41 +0.2%
WE
33
Wealth Effects
Massachusetts
$239K – – –
Mariner
34
Mariner
Kansas
$232K +$220K +17,478 New
SF
35
Summit Financial
New Jersey
$219K +$207K +16,492 New
CF
36
Centaurus Financial
California
$211K – – –
LFAS
37
Level Four Advisory Services
Texas
$208K +$21.6K +1,715 +12%
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$183K +$174K +13,806 New
Ameriprise
39
Ameriprise
Minnesota
$176K +$8.54K +679 +5%
MML Investors Services
40
MML Investors Services
Massachusetts
$167K +$2.44K +194 +2%
WA
41
Waverly Advisors
Alabama
$162K -$16.4K -1,300 -10%
Comerica Bank
42
Comerica Bank
Texas
$148K -$37K -2,945 -21%
MA
43
Mezzasalma Advisors
New Jersey
$148K +$1.42K +113 +1%
OL
44
one8zero8 LLC
North Carolina
$141K +$2.52K +200 +2%
HighTower Advisors
45
HighTower Advisors
Illinois
$139K +$132K +10,507 New
CL
46
Choreo LLC
Illinois
$133K – – –
NS
47
NBC Securities
Alabama
$109K +$9.97K +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 -$12.6K -1,000 -16%
1
2
3 4

BGR Hedge Fund Activity: Q2 2025 in Review

69 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in BlackRock Energy and Resources Trust (BGR) for Q2 2025, worth a combined $74.8M — down 11% from $84.1M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of BGR and 9 opened new positions — a net loss of 1 holder — while 21 trimmed existing stakes and 22 added.

The largest buyer was Cypress Capital Management (Wyoming), adding an estimated $2.3M. The largest seller was City of London Investment Management, exiting entirely with an estimated $6.04M sold.

  • 69 institutional investors held BlackRock Energy and Resources Trust (BGR) as of Q2 2025, down from 70 in Q1 2025.
  • Funds reported $74.8M of BlackRock Energy and Resources Trust stock for Q2 2025, down 11% quarter-over-quarter.
  • 9 funds opened new BlackRock Energy and Resources Trust positions in Q2 2025 and 10 closed out, a net change of -1 holder.
  • The largest BlackRock Energy and Resources Trust buyer in Q2 2025 was Cypress Capital Management (Wyoming), an estimated $2.3M added.
  • The largest BlackRock Energy and Resources Trust seller in Q2 2025 was City of London Investment Management, an estimated $6.04M sold.

Based on aggregated 13F filings for Q2 2025.