BlackRock Energy and Resources Trust
BGR
BGR
76 hedge funds and large institutions have $65.3M invested in BlackRock Energy and Resources Trust in 2025 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 28 increasing their positions, 19 reducing their positions, and 4 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more funds holding
Funds holding: →
more funds holding in top 10
Funds holding in top 10: →
0.84% less ownership
Funds ownership: 19.27% → 18.43% (-0.84%)
4% less capital invested
Capital invested by funds: $68.3M → $65.3M (-$2.98M)
Holders
76
Holding in Top 10
1
Calls
–
Puts
–
Top Buyers
| 1 | +$1.04M | |
| 2 | +$1M | |
| 3 | +$822K | |
| 4 |
NWA
Navis Wealth Advisors
Rye Brook,
New York
|
+$252K |
| 5 |
MC
Moors & Cabot
Boston,
Massachusetts
|
+$248K |
Top Sellers
| 1 | -$3.6M | |
| 2 | -$922K | |
| 3 | -$561K | |
| 4 |
Wells Fargo
San Francisco,
California
|
-$540K |
| 5 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$534K |
