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BlackRock Energy and Resources Trust
BGR

85 hedge funds and large institutions have $102M invested in BlackRock Energy and Resources Trust in 2026 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 29 increasing their positions, 16 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 6

81% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 16

53% more capital invested

Capital invested by funds: $67M → $102M (+$35.2M)

9% more funds holding

Funds holding: 78 → 85 (+7)

3.78% more ownership

Funds ownership: 18.92% → 22.7% (+3.8%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
85
Holders Change
+7
Holders Change %
+8.97%
% of All Funds
1.05%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
16
Increased
29
Reduced
16
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$4.19M
2
AIA
Absolute Investment Advisers
Florida
+$3.51M
3
WAM
Wolverine Asset Management
Illinois
+$3.02M
4
TJHA
Thomas J. Herzfeld Advisors
Florida
+$2.79M
5
NWA
Navis Wealth Advisors
New York
+$1.85M

Top Sellers

Rank Fund Capital Flow
1
Truist Financial
Truist Financial
North Carolina
-$2.38M
2
P
&Partners
Tennessee
-$1.05M
3
SIC
Samalin Investment Counsel
New York
-$967K
4
CCMW
Cypress Capital Management (Wyoming)
Wyoming
-$643K
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$301K
Name Holding Trade Value Shares
Change 		Change in
Stake
CCG
51
Cypress Capital Group
Florida
$208K +$185K +12,024 New
MA
52
Mezzasalma Advisors
New Jersey
$199K +$1.45K +94 +0.8%
CL
53
Choreo LLC
Illinois
$194K +$173K +11,233 New
Envestnet Asset Management
54
Envestnet Asset Management
Illinois
$182K +$162K +10,521 New
NS
55
NBC Securities
Alabama
$177K +$15.7K +1,020 +11%
SPC
56
Spirepoint Private Client
Florida
$174K – – –
AA
57
Ancora Advisors
Ohio
$121K – – –
PA
58
Parallel Advisors
California
$101K +$89.8K +5,841 New
PNC Financial Services Group
59
PNC Financial Services Group
Pennsylvania
$101K +$11.1K +720 +14%
EWM
60
Evermay Wealth Management
Virginia
$100K – – –
Rockefeller Capital Management
61
Rockefeller Capital Management
New York
$91.9K +$446 +29 +0.5%
EWA
62
EverSource Wealth Advisors
Alabama
$86.9K – – –
BBHC
63
Brown Brothers Harriman & Co
New York
$75K – – –
UBS AM
64
UBS AM
Illinois
$52.4K +$46.5K +3,026 New
TCM
65
Triumph Capital Management
Colorado
$41.5K – – –
SWM
66
SHP Wealth Management
Massachusetts
$39.5K – – –
AssetMark Inc
67
AssetMark Inc
California
$38.5K +$3.46K +225 +11%
FCMT
68
Founders Capital Management (Texas)
Texas
$34.6K – – –
MMCM
69
Murphy & Mullick Capital Management
New York
$34.6K – – –
CA
70
CoreCap Advisors
Michigan
$34.6K +$30.8K +2,000 New
GSWM
71
Golden State Wealth Management
California
$23.9K – – –
SS
72
Sunbelt Securities
Texas
$20K +$323 +21 +2%
MEG
73
Millstone Evans Group
Colorado
$17.8K – – –
AUB
74
Atlantic Union Bankshares
Virginia
$12.1K – – –
GWM
75
Geneos Wealth Management
Colorado
$11.3K – – –
1 2
3
4

BGR Hedge Fund Activity: Q1 2026 in Review

85 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in BlackRock Energy and Resources Trust (BGR) for Q1 2026, worth a combined $102M — up 53% from $67M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new BGR positions and 6 closed out — a net gain of 10 holders — while 29 added to existing stakes and 16 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $4.19M. The largest seller was Truist Financial, cutting an estimated $2.38M.

  • 85 institutional investors held BlackRock Energy and Resources Trust (BGR) as of Q1 2026, up from 78 in Q4 2025.
  • Funds reported $102M of BlackRock Energy and Resources Trust stock for Q1 2026, up 53% quarter-over-quarter.
  • 16 funds opened new BlackRock Energy and Resources Trust positions in Q1 2026 and 6 closed out, a net change of +10 holders.
  • The largest BlackRock Energy and Resources Trust buyer in Q1 2026 was Morgan Stanley, an estimated $4.19M added.
  • The largest BlackRock Energy and Resources Trust seller in Q1 2026 was Truist Financial, an estimated $2.38M sold.

Based on aggregated 13F filings for Q1 2026.