BlackRock Energy and Resources Trust
BGR
78 hedge funds and large institutions have $67M invested in BlackRock Energy and Resources Trust in 2025 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 28 increasing their positions, 19 reducing their positions, and 4 closing their positions.
325% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 4
47% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 19
16% more funds holding
Funds holding: 67 → 78 (+11)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.36% less ownership
Funds ownership: 19.27% → 18.92% (-0.36%)
2% less capital invested
Capital invested by funds: $68.3M → $67M (-$1.28M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
P
&Partners
Nashville,
Tennessee
|
+$1.04M |
| 2 |
FAM
Formidable Asset Management
Cincinnati,
Ohio
|
+$1M |
| 3 |
CPSC
Carl P. Sherr & Co
Worcester,
Massachusetts
|
+$822K |
| 4 |
NWA
Navis Wealth Advisors
Rye Brook,
New York
|
+$252K |
| 5 |
MC
Moors & Cabot
Boston,
Massachusetts
|
+$248K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Allspring Global Investments
Charlotte,
North Carolina
|
-$3.6M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$922K |
| 3 |
BBHC
Brown Brothers Harriman & Co
New York
|
-$561K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$540K |
| 5 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$534K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Russell Investments Group
London,
United Kingdom
| $27 | -$6.72K | -498 | -100% |
|
|
S
77
SignatureFD
Atlanta,
Georgia
| $10 | – | – | – |
|
|
OL
78
one8zero8 LLC
Greensboro,
North Carolina
| – | -$144K | -10,600 | Closed |
|
|
HF
79
HRT Financial
New York
| – | -$140K | -10,317 | Closed |
|
|
CL
80
Choreo LLC
Rockford,
Illinois
| – | -$136K | -10,045 | Closed |
|
|
AAS
81
Ameritas Advisory Services
Lincoln,
Nebraska
| – | -$12.9K | -950 | Closed |
|
|
HFS
82
Hantz Financial Services
Southfield,
Michigan
| – | +$13 | +1 | New |
|
BGR Hedge Fund Activity: Q4 2025 in Review
78 of the 8,224 institutional investors tracked by Wall St. Rank reported a position in BlackRock Energy and Resources Trust (BGR) for Q4 2025, worth a combined $67M — down 1.9% from $68.3M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new BGR positions and 4 closed out — a net gain of 13 holders — while 28 added to existing stakes and 19 trimmed.
The largest buyer was &Partners, opening a new position worth an estimated $1.04M. The largest seller was Allspring Global Investments, cutting an estimated $3.6M.
- 78 institutional investors held BlackRock Energy and Resources Trust (BGR) as of Q4 2025, up from 67 in Q3 2025.
- Funds reported $67M of BlackRock Energy and Resources Trust stock for Q4 2025, down 1.9% quarter-over-quarter.
- 17 funds opened new BlackRock Energy and Resources Trust positions in Q4 2025 and 4 closed out, a net change of +13 holders.
- The largest BlackRock Energy and Resources Trust buyer in Q4 2025 was &Partners, an estimated $1.04M added.
- The largest BlackRock Energy and Resources Trust seller in Q4 2025 was Allspring Global Investments, an estimated $3.6M sold.
Based on aggregated 13F filings for Q4 2025.