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BlackRock Energy and Resources Trust
BGR

67 hedge funds and large institutions have $68.3M invested in BlackRock Energy and Resources Trust in 2025 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 28 increasing their positions, 19 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 19

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

2.32% less ownership

Funds ownership: 21.59% → 19.27% (-2.3%)

3% less funds holding

Funds holding: 69 → 67 (-2)

9% less capital invested

Capital invested by funds: $74.8M → $68.3M (-$6.48M)

22% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 9

Holders
67
Holders Change
-2
Holders Change %
-2.9%
% of All Funds
0.88%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
7
Increased
28
Reduced
19
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SF
Summit Financial
New Jersey
+$399K
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$215K
3
NAS
NWF Advisory Services
California
+$147K
4
BBHC
Brown Brothers Harriman & Co
New York
+$141K
5
HF
HRT Financial
New York
+$138K

Top Sellers

Rank Fund Capital Flow
1
Allspring Global Investments
Allspring Global Investments
North Carolina
-$6.81M
2
Raymond James Financial
Raymond James Financial
Florida
-$1.55M
3
NCM
Northside Capital Management
Oregon
-$322K
4
Wells Fargo
Wells Fargo
California
-$303K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$183K
Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
26
MGB Wealth Management
Texas
$459K +$16.5K +1,234 +4%
Stifel Financial
27
Stifel Financial
Missouri
$437K +$26.6K +1,980 +7%
Creative Planning
28
Creative Planning
Kansas
$435K -$4.32K -322 -1%
WAM
29
WNY Asset Management
New York
$435K -$177K -13,212 -29%
UPS
30
UHLMANN PRICE SECURITIES
Illinois
$400K +$8.37K +624 +2%
NFG
31
Nations Financial Group
Iowa
$367K -$3.82K -285 -1%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$272K -$13.3K -995 -5%
Mariner
33
Mariner
Kansas
$237K – – –
WE
34
Wealth Effects
Massachusetts
$231K -$13.4K -1,000 -6%
CF
35
Centaurus Financial
California
$216K – – –
LFAS
36
Level Four Advisory Services
Texas
$215K +$2.83K +211 +1%
HighTower Advisors
37
HighTower Advisors
Illinois
$184K +$40.5K +3,021 +29%
Ameriprise
38
Ameriprise
Minnesota
$180K +$523 +39 +0.3%
MML Investors Services
39
MML Investors Services
Massachusetts
$172K +$1.7K +127 +1%
MA
40
Mezzasalma Advisors
New Jersey
$153K +$1.44K +107 +1%
Comerica Bank
41
Comerica Bank
Texas
$153K +$1.19K +89 +0.8%
NAS
42
NWF Advisory Services
California
$149K +$147K +10,959 New
OL
43
one8zero8 LLC
North Carolina
$144K – – –
HF
44
HRT Financial
New York
$140K +$138K +10,317 New
CL
45
Choreo LLC
Illinois
$136K – – –
SPC
46
Spirepoint Private Client
Florida
$136K +$134K +10,026 New
NS
47
NBC Securities
Alabama
$125K +$12.4K +923 +11%
AA
48
Ancora Advisors
Ohio
$95K – – –
EWM
49
Evermay Wealth Management
Virginia
$78.7K – – –
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$69.1K – – –
1
2
3 4

BGR Hedge Fund Activity: Q3 2025 in Review

67 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in BlackRock Energy and Resources Trust (BGR) for Q3 2025, worth a combined $68.3M — down 8.7% from $74.8M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of BGR and 7 opened new positions — a net loss of 2 holders — while 19 trimmed existing stakes and 28 added.

The largest buyer was Summit Financial, adding an estimated $399K. The largest seller was Allspring Global Investments, cutting an estimated $6.81M.

  • 67 institutional investors held BlackRock Energy and Resources Trust (BGR) as of Q3 2025, down from 69 in Q2 2025.
  • Funds reported $68.3M of BlackRock Energy and Resources Trust stock for Q3 2025, down 8.7% quarter-over-quarter.
  • 7 funds opened new BlackRock Energy and Resources Trust positions in Q3 2025 and 9 closed out, a net change of -2 holders.
  • The largest BlackRock Energy and Resources Trust buyer in Q3 2025 was Summit Financial, an estimated $399K added.
  • The largest BlackRock Energy and Resources Trust seller in Q3 2025 was Allspring Global Investments, an estimated $6.81M sold.

Based on aggregated 13F filings for Q3 2025.