BlackRock Energy and Resources Trust
BGR
90 hedge funds and large institutions have $93.3M invested in BlackRock Energy and Resources Trust in 2026 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 32 increasing their positions, 21 reducing their positions, and 6 closing their positions.
117% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 6
52% more repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 21
6% more funds holding
Funds holding: 85 → 90 (+5)
1.97% more ownership
Funds ownership: 22.7% → 24.67% (+2%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
9% less capital invested
Capital invested by funds: $102M → $93.3M (-$8.97M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Allspring Global Investments
Charlotte,
North Carolina
|
+$3.55M |
| 2 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$1.98M |
| 3 |
SCM
Saba Capital Management
New York
|
+$1.49M |
| 4 |
LSC
Logan Stone Capital
Chicago,
Illinois
|
+$1.01M |
| 5 |
SC
Stolper & Co
Tulsa,
Oklahoma
|
+$927K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$3.17M |
| 2 |
NWA
Navis Wealth Advisors
Rye Brook,
New York
|
-$2.4M |
| 3 |
Jane Street
New York
|
-$825K |
| 4 |
Raymond James Financial
St Petersburg,
Florida
|
-$542K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$483K |
BGR Hedge Fund Activity: Q2 2026 in Review
90 of the 8,318 institutional investors tracked by Wall St. Rank reported a position in BlackRock Energy and Resources Trust (BGR) for Q2 2026, worth a combined $93.3M — down 8.8% from $102M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new BGR positions and 6 closed out — a net gain of 7 holders — while 32 added to existing stakes and 21 trimmed.
The largest buyer was Allspring Global Investments, adding an estimated $3.55M. The largest seller was Morgan Stanley, cutting an estimated $3.17M.
- 90 institutional investors held BlackRock Energy and Resources Trust (BGR) as of Q2 2026, up from 85 in Q1 2026.
- Funds reported $93.3M of BlackRock Energy and Resources Trust stock for Q2 2026, down 8.8% quarter-over-quarter.
- 13 funds opened new BlackRock Energy and Resources Trust positions in Q2 2026 and 6 closed out, a net change of +7 holders.
- The largest BlackRock Energy and Resources Trust buyer in Q2 2026 was Allspring Global Investments, an estimated $3.55M added.
- The largest BlackRock Energy and Resources Trust seller in Q2 2026 was Morgan Stanley, an estimated $3.17M sold.
Based on aggregated 13F filings for Q2 2026.