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BlackRock Energy and Resources Trust

68 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 8 funds opening new positions, 28 increasing their positions, 19 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
68
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
EWA
51
EverSource Wealth Advisors
Alabama
$68.1K
CAM
52
Creekmur Asset Management
Illinois
$43.1K
TCM
53
Triumph Capital Management
Colorado
$32.6K
FCMT
54
Founders Capital Management (Texas)
Texas
$27.1K
MMCM
55
Murphy & Mullick Capital Management
New York
$27.1K
GSWM
56
Golden State Wealth Management
California
$18.8K
Rockefeller Capital Management
57
Rockefeller Capital Management
New York
$18.6K
GRP
58
Global Retirement Partners
California
$15.3K
SS
59
Sunbelt Securities
Texas
$15.1K
MEG
60
Millstone Evans Group
Colorado
$14K
AAS
61
Ameritas Advisory Services
Nebraska
$12.9K
AUB
62
Atlantic Union Bankshares
Virginia
$9.5K
AF
63
Allworth Financial
California
$9.26K
GWM
64
Geneos Wealth Management
Colorado
$8.82K
Russell Investments Group
65
Russell Investments Group
United Kingdom
$6.79K
IRAG
66
Investment Research & Advisory Group
Georgia
$1.38K
SPIA
67
Steward Partners Investment Advisory
New York
$95
S
68
SignatureFD
Georgia
$10
NCM
69
Northside Capital Management
Oregon
Susquehanna International Group
70
Susquehanna International Group
Pennsylvania
WA
71
Waverly Advisors
Alabama
FFO
72
Fortitude Family Office
Arizona
Bessemer Group
73
Bessemer Group
New Jersey
CTA
74
Colonial Trust Advisors
South Carolina
PS
75
Principal Securities
Iowa