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BlackRock Energy and Resources Trust
BGR

Overview Fund Activity

69 hedge funds and large institutions have $74.7M invested in BlackRock Energy and Resources Trust in 2025 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 21 increasing their positions, 22 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
69
Holders Change
-1
Holders Change %
-1.43%
% of All Funds
0.93%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
9
Increased
21
Reduced
22
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CCMW
Cypress Capital Management (Wyoming)
Wyoming
$4.04M
2
MC
Moors & Cabot
Massachusetts
$864K
3
Morgan Stanley
Morgan Stanley
New York
$15.1M
4
BBHC
Brown Brothers Harriman & Co
New York
$469K
5
Stifel Financial
Stifel Financial
Missouri
$401K

Top Sellers

1
COLIM
City of London Investment Management
United Kingdom
$0
2
Allspring Global Investments
Allspring Global Investments
North Carolina
$10.5M
3
UBS Group
UBS Group
Switzerland
$3.04M
4
MWM
MGB Wealth Management
Texas
$432K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$1.77M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$15.1M +$545K +41,074 +4%
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$10.5M -$3.83M -288,880 -27%
Wells Fargo
3
Wells Fargo
California
$5.32M -$279K -21,067 -5%
Raymond James Financial
4
Raymond James Financial
Florida
$5.24M -$6.62K -499 -0.1%
Invesco
5
Invesco
Georgia
$5.08M -$209K -15,727 -4%
CCMW
6
Cypress Capital Management (Wyoming)
Wyoming
$4.04M +$2.43M +183,190 +151%
AAM
7
Advisors Asset Management
Colorado
$3.52M -$65.3K -4,924 -2%
UBS Group
8
UBS Group
Switzerland
$3.04M -$725K -54,710 -19%
LPL Financial
9
LPL Financial
California
$2.61M +$128K +9,635 +5%
Truist Financial
10
Truist Financial
North Carolina
$2.07M +$13.2K +999 +0.6%
Bank of America
11
Bank of America
North Carolina
$2.05M -$23.1K -1,739 -1%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$1.77M -$308K -23,215 -15%
Wealth Enhancement Advisory Services
13
Wealth Enhancement Advisory Services
Minnesota
$987K +$26.9K +1,989 +3%
SIC
14
Samalin Investment Counsel
New York
$976K +$38.1K +2,874 +4%
MC
15
Moors & Cabot
Massachusetts
$864K +$727K +54,798 +528%
AWM
16
Apollon Wealth Management
South Carolina
$845K -$81.8K -6,167 -9%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$685K +$5.12K +386 +0.8%
Osaic Holdings
18
Osaic Holdings
Arizona
$678K -$61.6K -4,873 -8%
WAM
19
WNY Asset Management
New York
$600K -$119K -8,938 -16%
ATS
20
Ashton Thomas Securities
New York
$570K – – –
GC
21
Guggenheim Capital
Illinois
$503K +$16.4K +1,240 +3%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$495K -$64.3K -4,850 -11%
BBHC
23
Brown Brothers Harriman & Co
New York
$469K +$412K +31,055 +716%
AC
24
AlphaCore Capital
California
$468K +$40.7K +3,066 +10%
PAG
25
Private Advisor Group
New Jersey
$465K +$107K +8,041 +30%
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