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BlackRock Energy and Resources Trust
BGR

Overview Fund Activity

68 hedge funds and large institutions have $74.5M invested in BlackRock Energy and Resources Trust in 2025 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 21 increasing their positions, 22 reducing their positions, and 9 closing their positions.

Holders
68
Holders Change
-2
Holders Change %
-2.86%
% 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
8
Increased
21
Reduced
22
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CCMW
1
Cypress Capital Management (Wyoming)
Wyoming
$4.04M
2
MC
2
Moors & Cabot
Massachusetts
$864K
3
Morgan Stanley
3
Morgan Stanley
New York
$15.1M
4
BBHC
4
Brown Brothers Harriman & Co
New York
$469K
5
Stifel Financial
5
Stifel Financial
Missouri
$401K

Top Sellers

1
COLIM
1
City of London Investment Management
United Kingdom
$0
2
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$10.5M
3
UBS Group
3
UBS Group
Switzerland
$3.04M
4
MWM
4
MGB Wealth Management
Texas
$432K
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$1.77M
Name Market Value Shares Shares
Change 		Shares
Change %
CAM
51
Creekmur Asset Management
Illinois
$42.1K 3,176 +3,176 New
GC
52
Garde Capital
Washington
$29.5K 2,224 – –
FCMT
53
Founders Capital Management (Texas)
Texas
$26.5K 2,000 – –
AAS
54
Ameritas Advisory Services
Nebraska
$23.9K 1,800 +1,800 New
GRP
55
Global Retirement Partners
California
$22.7K 1,715 +1,715 New
GSWM
56
Golden State Wealth Management
California
$18.3K 1,383 – –
EWA
57
EverSource Wealth Advisors
Alabama
$13.5K 1,020 – –
FFO
58
Fortitude Family Office
Arizona
$13.5K 1,018 -270 -21%
SS
59
Sunbelt Securities
Texas
$13.1K 1,040 -23 -2%
Bessemer Group
60
Bessemer Group
New Jersey
$9K 666 – –
GWM
61
Geneos Wealth Management
Colorado
$8.62K 650 -650 -50%
CTA
62
Colonial Trust Advisors
South Carolina
$8.29K 625 +625 New
PS
63
Principal Securities
Iowa
$6.63K 500 +500 New
SPIA
64
Steward Partners Investment Advisory
New York
$1.96K 148 -141 -49%
Fifth Third Bancorp
65
Fifth Third Bancorp
Ohio
$1.88K 142 – –
IRAG
66
Investment Research & Advisory Group
Georgia
$1.35K 102 – –
AF
67
Allworth Financial
California
$93 7 – –
S
68
SignatureFD
Georgia
$9 1 – –
COLIM
69
City of London Investment Management
United Kingdom
– – -444,523 Closed
Cambridge Investment Research Advisors
70
Cambridge Investment Research Advisors
Iowa
– – -18,080 Closed
Thrivent Financial for Lutherans
71
Thrivent Financial for Lutherans
Minnesota
– – -16,023 Closed
JIC
72
Joel Isaacson & Co
New York
– – -14,450 Closed
VF
73
Virtu Financial
New York
– – -10,499 Closed
EC
74
Elequin Capital
New York
– – -6,355 Closed
SC
75
Stephens Consulting
Michigan
– – -366 Closed
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