BlackRock Energy and Resources Trust
BGR
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
more first-time investments, than exits
New positions opened: | Existing positions closed:
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more capital invested
Capital invested by funds: $ → $
more funds holding
Funds holding: →
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
Holding in Top 10
1
Calls
–
Puts
–
Top Buyers
| 1 | +$4.19M | |
| 2 | +$3.51M | |
| 3 | +$3.02M | |
| 4 |
TJHA
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
+$2.79M |
| 5 |
NWA
Navis Wealth Advisors
Rye Brook,
New York
|
+$1.85M |
Top Sellers
| 1 | -$2.38M | |
| 2 | -$1.05M | |
| 3 | -$967K | |
| 4 |
CCMW
Cypress Capital Management (Wyoming)
Sheridan,
Wyoming
|
-$643K |
| 5 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$301K |
