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BlackRock Energy and Resources Trust
BGR

Name Holding Trade Value Shares
Change 		Change in
Stake
Allspring Global Investments
1
Allspring Global Investments
North Carolina
$21.2M -$1.17M -94,126 -6%
COLIM
2
City of London Investment Management
United Kingdom
$17.5M +$768K +61,795 +5%
Morgan Stanley
3
Morgan Stanley
New York
$14.5M -$1.51M -121,562 -10%
Invesco
4
Invesco
Georgia
$6.3M +$448K +36,029 +8%
Wells Fargo
5
Wells Fargo
California
$5.29M +$354K +28,441 +8%
AAM
6
Advisors Asset Management
Colorado
$4.99M -$947K -76,188 -17%
Bank of America
7
Bank of America
North Carolina
$4.84M -$1.06M -85,609 -19%
UBS Group
8
UBS Group
Switzerland
$4.8M +$58.1K +4,670 +1%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$3.12M -$56K -4,502 -2%
Truist Financial
10
Truist Financial
North Carolina
$2.14M +$298K +23,933 +17%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$2.12M +$95.1K +7,653 +5%
RJA
12
Raymond James & Associates
Florida
$1.82M +$687K +55,296 +67%
Wealth Enhancement Advisory Services
13
Wealth Enhancement Advisory Services
Minnesota
$1.2M -$18.1K -1,458 -2%
WAM
14
Wolverine Asset Management
Illinois
$1.16M +$1.09M +87,553 New
GC
15
Guggenheim Capital
Illinois
$1.13M +$49.8K +4,009 +5%
AWS
16
Atria Wealth Solutions
New York
$1.1M +$6.18K +497 +0.6%
LCM
17
Landscape Capital Management
New Jersey
$1.05M +$399K +32,055 +68%
AWM
18
Apollon Wealth Management
South Carolina
$1.01M -$74.7K -6,008 -7%
Cohen & Steers
19
Cohen & Steers
New York
$925K – – –
AA
20
AQR Arbitrage
Connecticut
$862K +$249K +20,034 +45%
LSC
21
Logan Stone Capital
Illinois
$848K +$796K +64,030 New
Stifel Financial
22
Stifel Financial
Missouri
$808K +$149K +12,011 +25%
LPL Financial
23
LPL Financial
California
$802K -$565K -45,418 -43%
SIC
24
Samalin Investment Counsel
New York
$738K +$88.7K +7,132 +15%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$703K +$660K +53,074 New
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