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BlackRock Energy and Resources Trust

75 hedge funds and large institutions have $65.3M invested in BlackRock Energy and Resources Trust in 2025 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 28 increasing their positions, 19 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
75
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AA
51
Ancora Advisors
Ohio
$94.8K
EWM
52
Evermay Wealth Management
Virginia
$78.5K
Rockefeller Capital Management
53
Rockefeller Capital Management
New York
$71.5K
PNC Financial Services Group
54
PNC Financial Services Group
Pennsylvania
$68.9K
EWA
55
EverSource Wealth Advisors
Alabama
$68K
BBHC
56
Brown Brothers Harriman & Co
New York
$58.7K
TCM
57
Triumph Capital Management
Colorado
$32.5K
SWM
58
SHP Wealth Management
Massachusetts
$30.9K
FCMT
59
Founders Capital Management (Texas)
Texas
$27.1K
MMCM
60
Murphy & Mullick Capital Management
New York
$27.1K
AssetMark Inc
61
AssetMark Inc
California
$27.1K
GSWM
62
Golden State Wealth Management
California
$18.7K
SS
63
Sunbelt Securities
Texas
$15.4K
GRP
64
Global Retirement Partners
California
$14.1K
MEG
65
Millstone Evans Group
Colorado
$13.9K
AUB
66
Atlantic Union Bankshares
Virginia
$9.48K
GWM
67
Geneos Wealth Management
Colorado
$8.8K
IWM
68
IMG Wealth Management
Florida
$2.17K
IRAG
69
Investment Research & Advisory Group
Georgia
$1.38K
SPIA
70
Steward Partners Investment Advisory
New York
$1.25K
MCA
71
McGuire Capital Advisors
Oklahoma
$657
AF
72
Allworth Financial
California
$95
Russell Investments Group
73
Russell Investments Group
United Kingdom
$27
S
74
SignatureFD
Georgia
$10
OL
75
one8zero8 LLC
North Carolina