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BlackRock Energy and Resources Trust
BGR

78 hedge funds and large institutions have $67M invested in BlackRock Energy and Resources Trust in 2025 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 28 increasing their positions, 19 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

325% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 4

47% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 19

16% more funds holding

Funds holding: 67 → 78 (+11)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.36% less ownership

Funds ownership: 19.27% → 18.92% (-0.36%)

2% less capital invested

Capital invested by funds: $68.3M → $67M (-$1.28M)

Holders
78
Holders Change
+11
Holders Change %
+16.42%
% of All Funds
0.95%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
17
Increased
28
Reduced
19
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
P
&Partners
Tennessee
+$1.04M
2
FAM
Formidable Asset Management
Ohio
+$1M
3
CPSC
Carl P. Sherr & Co
Massachusetts
+$822K
4
NWA
Navis Wealth Advisors
New York
+$252K
5
MC
Moors & Cabot
Massachusetts
+$248K

Top Sellers

Rank Fund Capital Flow
1
Allspring Global Investments
Allspring Global Investments
North Carolina
-$3.6M
2
Invesco
Invesco
Georgia
-$922K
3
BBHC
Brown Brothers Harriman & Co
New York
-$561K
4
Wells Fargo
Wells Fargo
California
-$540K
5
AAM
Advisors Asset Management
Colorado
-$534K
Name Holding Trade Value Shares
Change 		Change in
Stake
Stifel Financial
26
Stifel Financial
Missouri
$522K +$85.6K +6,351 +20%
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$522K +$52.1K +3,866 +11%
Creative Planning
28
Creative Planning
Kansas
$493K +$58.7K +4,350 +14%
MWM
29
MGB Wealth Management
Texas
$463K +$5.26K +390 +1%
UPS
30
UHLMANN PRICE SECURITIES
Illinois
$408K +$8.63K +640 +2%
NFG
31
Nations Financial Group
Iowa
$365K -$1.15K -85 -0.3%
GC
32
Guggenheim Capital
Illinois
$317K -$196K -14,511 -38%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$309K +$38.3K +2,843 +14%
TCP
34
TMB Capital Partners
Arkansas
$307K +$306K +22,658 New
DI
35
Decision Investments
California
$285K +$284K +21,070 New
ACM
36
Alessandra Capital Management
California
$259K +$258K +19,125 New
NWA
37
Navis Wealth Advisors
New York
$253K +$252K +18,656 New
Allspring Global Investments
38
Allspring Global Investments
North Carolina
$230K -$3.6M -267,043 -94%
Jane Street
39
Jane Street
New York
$226K +$225K +16,717 New
LFAS
40
Level Four Advisory Services
Texas
$218K +$2.9K +215 +1%
Ameriprise
41
Ameriprise
Minnesota
$216K +$36.1K +2,675 +20%
CF
42
Centaurus Financial
California
$215K – – –
Mariner
43
Mariner
Kansas
$206K -$30.7K -2,279 -13%
WE
44
Wealth Effects
Massachusetts
$203K -$27K -2,000 -12%
HighTower Advisors
45
HighTower Advisors
Illinois
$184K +$984 +73 +0.5%
NAS
46
NWF Advisory Services
California
$180K +$31.6K +2,344 +21%
MML Investors Services
47
MML Investors Services
Massachusetts
$173K +$1.39K +103 +0.8%
MA
48
Mezzasalma Advisors
New Jersey
$158K +$1.47K +109 +1%
Comerica Bank
49
Comerica Bank
Texas
$153K +$661 +49 +0.4%
SPC
50
Spirepoint Private Client
Florida
$136K – – –
1
2
3 4

BGR Hedge Fund Activity: Q4 2025 in Review

78 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in BlackRock Energy and Resources Trust (BGR) for Q4 2025, worth a combined $67M — down 1.9% from $68.3M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new BGR positions and 4 closed out — a net gain of 13 holders — while 28 added to existing stakes and 19 trimmed.

The largest buyer was &Partners, opening a new position worth an estimated $1.04M. The largest seller was Allspring Global Investments, cutting an estimated $3.6M.

  • 78 institutional investors held BlackRock Energy and Resources Trust (BGR) as of Q4 2025, up from 67 in Q3 2025.
  • Funds reported $67M of BlackRock Energy and Resources Trust stock for Q4 2025, down 1.9% quarter-over-quarter.
  • 17 funds opened new BlackRock Energy and Resources Trust positions in Q4 2025 and 4 closed out, a net change of +13 holders.
  • The largest BlackRock Energy and Resources Trust buyer in Q4 2025 was &Partners, an estimated $1.04M added.
  • The largest BlackRock Energy and Resources Trust seller in Q4 2025 was Allspring Global Investments, an estimated $3.6M sold.

Based on aggregated 13F filings for Q4 2025.