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BGR

BGR

BlackRock Energy and Resources TrustEnergy

Institutional holders
63
As of Q2 2026
Total 13F value
$80.3M
Sum of disclosed positions
New positions
10
This quarter
Sold positions
2
This quarter

Top holders

Institutions with disclosed positions in this stock

FundValueShares% PortfolioChange
MORGAN STANLEY

Morgan Stanley

$18M1.22M0.00%-14.1%
Invesco Ltd.

Invesco Ltd.

$6.5M438.3K0.00%+13.3%
WELLS FARGO & COMPANY/MN

Wells Fargo & Company/Mn

$6M403.5K0.00%+3.5%
WOLVERINE ASSET MANAGEMENT LLC

Wolverine Asset Management Llc

$4.7M320.4K0.04%+63.0%
Cypress Capital Management LLC (WY)

Cypress Capital Management Llc (Wy)

$4.2M281.9K3.49%+6.0%
RAYMOND JAMES FINANCIAL INC

Raymond James Financial Inc

$4M267.0K0.00%-11.3%
Thomas J. Herzfeld Advisors, Inc.

Thomas J. Herzfeld Advisors, Inc.

$3.5M238.1K1.08%+31.4%
Allspring Global Investments Holdings, LLC

Allspring Global Investments Holdings, Llc

$3.5M237.9K0.01%+1449.2%
Advisors Asset Management, Inc.

Advisors Asset Management, Inc.

$3.4M231.8K0.05%+8.6%
UBS Group AG

Ubs Group Ag

$3M205.4K0.00%-12.8%
LPL Financial LLC

Lpl Financial Llc

$2.8M188.1K0.00%+3.0%
BANK OF AMERICA CORP /DE/

Bank Of America

$2.1M143.6K0.00%+12.0%
ROYAL BANK OF CANADA

Royal Bank Of Canada

$2.1M140.3K0.00%+1.3%
Logan Stone Capital, LLC

Logan Stone Capital, Llc

$1.8M119.1K0.37%+113.0%
Saba Capital Management, L.P.

Saba Capital Management, L.P.

$1.4M93.4K0.04%New Position
Moors & Cabot, Inc.

Moors & Cabot, Inc.

$1.4M92.2K0.05%-0.0%
Quarry LP

Quarry Lp

$1.4M91.2K0.11%+1.6%
OSAIC HOLDINGS, INC.

Advisor Group Holdings, Inc.

$1M68.9K0.00%+2.3%
Cetera Investment Advisers

Cetera Investment Advisers

$970K65.5K0.00%+1.6%
Stolper Co

Stolper Co

$861K58.1K0.22%New Position
GUGGENHEIM CAPITAL LLC

Guggenheim Capital Llc

$753K50.8K0.00%+42.1%
AlphaCore Capital LLC

Alphacore Capital Llc

$746K50.4K0.01%+1.0%
Janney Montgomery Scott LLC

Janney Montgomery Scott Llc

$590K39.8K0.00%+2.5%
Beacon Pointe Advisors, LLC

Beacon Pointe Advisors, Llc

$566K38.2K0.00%New Position
Creative Planning

Creative Planning

$531K35.9K0.00%-1.4%
Summit Financial, LLC

Summit Financial, Llc

$402K27.1K0.00%-32.0%
XTX Topco Ltd

Xtx Topco Ltd

$401K27.1K0.01%+40.5%
AMERIPRISE FINANCIAL INC

Ameriprise Financial Inc

$316K21.3K0.00%+40.3%
STIFEL FINANCIAL CORP

Stifel Financial Corp

$297K20.0K0.00%-38.6%
Mariner, LLC

Mariner, Llc

$235K15.9K0.00%New Position
CENTAURUS FINANCIAL, INC.

Centaurus Financial, Inc.

$235K15.9K0.01%Unchanged
CHOREO, LLC

Choreo, Llc

$230K15.5K0.00%+38.3%
WEALTH EFFECTS LLC

Wealth Effects Llc

$222K15.0K0.06%Unchanged
HighTower Advisors, LLC

Hightower Advisors, Llc

$210K14.2K0.00%-6.7%
MML INVESTORS SERVICES, LLC

Mml Investors Services, Llc

$196K13.2K0.00%+2.3%
LEVEL FOUR ADVISORY SERVICES, LLC

Level Four Advisory Services, Llc

$180K12.1K0.01%-35.4%
Cypress Capital Group

Cypress Capital Group

$178K12.0K0.02%-0.2%
Mezzasalma Advisors, LLC

Mezzasalma Advisors, Llc

$172K11.6K0.03%+0.8%
SUSQUEHANNA INTERNATIONAL GROUP, LLP

Susquehanna International Group, Llp

$168K11.3K0.00%New Position
READYSTATE ASSET MANAGEMENT LP

Readystate Asset Management Lp

$164K11.1K0.01%New Position
FIFTH THIRD BANCORP

Fifth Third Bancorp

$163K11.0K0.00%-10.1%
Ancora Advisors LLC

Ancora Advisors, Llc

$104K7.0K0.00%Unchanged
PNC FINANCIAL SERVICES GROUP, INC.

Pnc Financial Services Group, Inc.

$86K5.8K0.00%Unchanged
Rockefeller Capital Management L.P.

Rockefeller Capital Management L.P.

$79K5.3K0.00%Unchanged
EverSource Wealth Advisors, LLC

Eversource Wealth Advisors, Llc

$74K5.0K0.00%+1573.3%
BROWN BROTHERS HARRIMAN & CO

Brown Brothers Harriman & Co

$64K4.3K0.00%Unchanged
Integrated Wealth Concepts LLC

Integrated Wealth Concepts Llc

$57K3.9K0.00%New Position
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC

Ubs Asset Management Americas Inc

$45K3.0K0.00%Unchanged
IFG Advisory, LLC

Ifg Advisory, Llc

$39K2.6K0.00%New Position
Triumph Capital Management

Triumph Capital Management

$36K2.4K0.01%Unchanged

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