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BlackRock Energy and Resources Trust

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: 7885 (+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: 11 (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
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