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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
Carson Wealth (CWM LLC)
76
Carson Wealth (CWM LLC)
Nebraska
$3.48K +$3.09K +201 New
B
77
Bayban
Minnesota
$3.46K – – –
IRAG
78
Investment Research & Advisory Group
Georgia
$1.77K – – –
WT
79
Whittier Trust
California
$1.66K +$1.54K +100 New
SPIA
80
Steward Partners Investment Advisory
New York
$1.59K – – –
WTC
81
WhitTier Trust Company
Nevada
$977 +$908 +59 New
MCA
82
McGuire Capital Advisors
Oklahoma
$856 – – –
AF
83
Allworth Financial
California
$122 – – –
S
84
SignatureFD
Georgia
$13 – – –
P
85
&Partners
Tennessee
– -$1.05M -77,437 Closed
SIC
86
Samalin Investment Counsel
New York
– -$967K -71,383 Closed
Mariner
87
Mariner
Kansas
– -$206K -15,199 Closed
KAS
88
Kestra Advisory Services
Texas
– -$102K -7,535 Closed
IWM
89
IMG Wealth Management
Florida
– -$2.17K -160 Closed
Russell Investments Group
90
Russell Investments Group
United Kingdom
– -$27 -2 Closed
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.