BlackRock Energy and Resources Trust
BGR
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.
47% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 19
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2.32% less ownership
Funds ownership: 21.59% → 19.27% (-2.3%)
3% less funds holding
Funds holding: 69 → 67 (-2)
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SF
Summit Financial
Parsippany,
New Jersey
|
+$399K |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$215K |
| 3 |
NAS
NWF Advisory Services
Los Angeles,
California
|
+$147K |
| 4 |
BBHC
Brown Brothers Harriman & Co
New York
|
+$141K |
| 5 |
HF
HRT Financial
New York
|
+$138K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Allspring Global Investments
Charlotte,
North Carolina
|
-$6.81M |
| 2 |
Raymond James Financial
St Petersburg,
Florida
|
-$1.55M |
| 3 |
NCM
Northside Capital Management
Hood River,
Oregon
|
-$322K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$303K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$183K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$1.88K | -142 | Closed |
|
BGR Hedge Fund Activity: Q3 2025 in Review
67 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in BlackRock Energy and Resources Trust (BGR) for Q3 2025, worth a combined $68.3M — down 8.7% from $74.8M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of BGR and 7 opened new positions — a net loss of 2 holders — while 19 trimmed existing stakes and 28 added.
The largest buyer was Summit Financial, adding an estimated $399K. The largest seller was Allspring Global Investments, cutting an estimated $6.81M.
- 67 institutional investors held BlackRock Energy and Resources Trust (BGR) as of Q3 2025, down from 69 in Q2 2025.
- Funds reported $68.3M of BlackRock Energy and Resources Trust stock for Q3 2025, down 8.7% quarter-over-quarter.
- 7 funds opened new BlackRock Energy and Resources Trust positions in Q3 2025 and 9 closed out, a net change of -2 holders.
- The largest BlackRock Energy and Resources Trust buyer in Q3 2025 was Summit Financial, an estimated $399K added.
- The largest BlackRock Energy and Resources Trust seller in Q3 2025 was Allspring Global Investments, an estimated $6.81M sold.
Based on aggregated 13F filings for Q3 2025.