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BlackRock Energy and Resources Trust
BGR

Overview Fund Activity

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
-1
Holders Change %
-1.43%
% of All Funds
0.93%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
9
Increased
21
Reduced
22
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CCMW
Cypress Capital Management (Wyoming)
Wyoming
+$2.43M
2
MC
Moors & Cabot
Massachusetts
+$727K
3
Morgan Stanley
Morgan Stanley
New York
+$545K
4
BBHC
Brown Brothers Harriman & Co
New York
+$412K
5
Stifel Financial
Stifel Financial
Missouri
+$238K

Top Sellers

1
COLIM
City of London Investment Management
United Kingdom
-$6.04M
2
Allspring Global Investments
Allspring Global Investments
North Carolina
-$3.83M
3
UBS Group
UBS Group
Switzerland
-$725K
4
MWM
MGB Wealth Management
Texas
-$427K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$308K
Name Holding Trade Value Shares
Change 		Shares
Change %
MEG
51
Millstone Evans Group
Colorado
$47K – – –
CAM
52
Creekmur Asset Management
Illinois
$42.1K +$42.1K +3,176 New
GC
53
Garde Capital
Washington
$29.5K – – –
FCMT
54
Founders Capital Management (Texas)
Texas
$26.5K – – –
AAS
55
Ameritas Advisory Services
Nebraska
$23.9K +$23.9K +1,800 New
GRP
56
Global Retirement Partners
California
$22.7K +$22.7K +1,715 New
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 -$3.58K -270 -21%
SS
60
Sunbelt Securities
Texas
$13.1K -$290 -23 -2%
Bessemer Group
61
Bessemer Group
New Jersey
$9K – – –
GWM
62
Geneos Wealth Management
Colorado
$8.62K -$8.62K -650 -50%
CTA
63
Colonial Trust Advisors
South Carolina
$8.29K +$8.29K +625 New
PS
64
Principal Securities
Iowa
$6.63K +$6.63K +500 New
SPIA
65
Steward Partners Investment Advisory
New York
$1.96K -$1.87K -141 -49%
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
– -$6.04M -444,523 Closed
Cambridge Investment Research Advisors
71
Cambridge Investment Research Advisors
Iowa
– -$246K -18,080 Closed
Thrivent Financial for Lutherans
72
Thrivent Financial for Lutherans
Minnesota
– -$218K -16,023 Closed
JIC
73
Joel Isaacson & Co
New York
– -$196K -14,450 Closed
VF
74
Virtu Financial
New York
– -$143K -10,499 Closed
EC
75
Elequin Capital
New York
– -$86.3K -6,355 Closed
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