We are live on ! Find out more
BGR icon

BlackRock Energy and Resources Trust

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: 7885 (+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: 11 (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
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$24.5M +$4.19M +272,730 +24%
Wells Fargo
2
Wells Fargo
California
$6.75M +$796K +51,738 +15%
Invesco
3
Invesco
Georgia
$6.7M +$1.15M +74,996 +24%
Raymond James Financial
4
Raymond James Financial
Florida
$5.21M +$255K +16,602 +6%
CCMW
5
Cypress Capital Management (Wyoming)
Wyoming
$4.6M -$643K -41,781 -14%
UBS Group
6
UBS Group
Switzerland
$4.08M +$149K +9,704 +4%
AIA
7
Absolute Investment Advisers
Florida
$3.95M +$3.51M +228,480 New
AAM
8
Advisors Asset Management
Colorado
$3.69M -$185K -12,030 -5%
WAM
9
Wolverine Asset Management
Illinois
$3.4M +$3.02M +196,508 New
LPL Financial
10
LPL Financial
California
$3.16M -$123K -8,002 -4%
TJHA
11
Thomas J. Herzfeld Advisors
Florida
$3.14M +$2.79M +181,116 New
NWA
12
Navis Wealth Advisors
New York
$2.4M +$1.85M +120,106 +644%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$2.4M +$284K +18,474 +15%
Bank of America
14
Bank of America
North Carolina
$2.22M -$10.8K -702 -0.5%
ZCP
15
Z3 Capital Partners
Virginia
$1.85M +$200 +13 +0%
MC
16
Moors & Cabot
Massachusetts
$1.6M +$121K +7,836 +9%
QL
17
Quarry LP
New York
$1.55M +$1.38M +89,687 New
Osaic Holdings
18
Osaic Holdings
Arizona
$1.17M +$65.2K +4,238 +7%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$1.12M +$44.1K +2,864 +5%
CPSC
20
Carl P. Sherr & Co
Massachusetts
$1.06M
FAM
21
Formidable Asset Management
Ohio
$1.05M +$51.7K +3,363 +5%
LSC
22
Logan Stone Capital
Illinois
$968K +$860K +55,916 New
PAG
23
Private Advisor Group
New Jersey
$911K +$49.9K +3,246 +7%
AWM
24
Apollon Wealth Management
South Carolina
$906K -$16.2K -1,056 -2%
AC
25
AlphaCore Capital
California
$863K +$9.68K +629 +1%