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BlackRock Energy and Resources Trust

69 hedge funds and large institutions have $74.7M invested in BlackRock Energy and Resources Trust in 2025 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 21 increasing their positions, 22 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
69
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
MEG
51
Millstone Evans Group
Colorado
$47K
CAM
52
Creekmur Asset Management
Illinois
$42.1K
GC
53
Garde Capital
Washington
$29.5K
FCMT
54
Founders Capital Management (Texas)
Texas
$26.5K
AAS
55
Ameritas Advisory Services
Nebraska
$23.9K
GRP
56
Global Retirement Partners
California
$22.7K
GSWM
57
Golden State Wealth Management
California
$18.3K
EWA
58
EverSource Wealth Advisors
Alabama
$13.5K
FFO
59
Fortitude Family Office
Arizona
$13.5K
SS
60
Sunbelt Securities
Texas
$13.1K
Bessemer Group
61
Bessemer Group
New Jersey
$9K
GWM
62
Geneos Wealth Management
Colorado
$8.62K
CTA
63
Colonial Trust Advisors
South Carolina
$8.29K
PS
64
Principal Securities
Iowa
$6.63K
SPIA
65
Steward Partners Investment Advisory
New York
$1.96K
Fifth Third Bancorp
66
Fifth Third Bancorp
Ohio
$1.88K
IRAG
67
Investment Research & Advisory Group
Georgia
$1.35K
AF
68
Allworth Financial
California
$93
S
69
SignatureFD
Georgia
$9
COLIM
70
City of London Investment Management
United Kingdom
Cambridge Investment Research Advisors
71
Cambridge Investment Research Advisors
Iowa
Thrivent Financial for Lutherans
72
Thrivent Financial for Lutherans
Minnesota
JIC
73
Joel Isaacson & Co
New York
VF
74
Virtu Financial
New York
EC
75
Elequin Capital
New York