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BlackRock Energy and Resources Trust

67 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 7 funds opening new positions, 28 increasing their positions, 19 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

less funds holding

Funds holding:

9% less capital invested

Capital invested by funds: $74.8M → $68.3M (-$6.48M)

22% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 9

Holders
67
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
FCMT
53
Founders Capital Management (Texas)
Texas
$27.1K
MMCM
54
Murphy & Mullick Capital Management
New York
$27.1K
GSWM
55
Golden State Wealth Management
California
$18.8K
Rockefeller Capital Management
56
Rockefeller Capital Management
New York
$18.6K
GRP
57
Global Retirement Partners
California
$15.3K
SS
58
Sunbelt Securities
Texas
$15.1K
MEG
59
Millstone Evans Group
Colorado
$14K
AAS
60
Ameritas Advisory Services
Nebraska
$12.9K
AUB
61
Atlantic Union Bankshares
Virginia
$9.5K
AF
62
Allworth Financial
California
$9.26K
GWM
63
Geneos Wealth Management
Colorado
$8.82K
Russell Investments Group
64
Russell Investments Group
United Kingdom
$6.79K
IRAG
65
Investment Research & Advisory Group
Georgia
$1.38K
SPIA
66
Steward Partners Investment Advisory
New York
$95
S
67
SignatureFD
Georgia
$10
NCM
68
Northside Capital Management
Oregon
Susquehanna International Group
69
Susquehanna International Group
Pennsylvania
WA
70
Waverly Advisors
Alabama
GC
71
Garde Capital
Washington
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