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BGR
BlackRock Energy and Resources Trust• Energy
Q3 2026 filings are still coming in. 13F filers have 45 days after the quarter ends to report, through November 14, 2026. These totals cover only the funds that have filed so far and will keep rising.
Institutional holders
23
Partial Q3 2026
Total 13F value
$16.4M
Filed positions so far
New positions
1
This quarter
Sold positions
2
This quarter
Top holders
Institutions with disclosed positions in this stock
| Fund | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
City Of London Investment Management Co Ltd | $6.1M | 361.2K | 0.41% | New Position |
Wolverine Asset Management Llc | $2.7M | 160.7K | 0.02% | -49.8% |
Absolute Investment Advisers, Llc | $1M | 59.9K | 0.09% | -72.3% |
Stolper Co | $963K | 57.0K | 0.25% | -1.9% |
Apollon Wealth Management, Llc | $824K | 48.8K | 0.01% | -0.9% |
Wealth Enhancement Advisory Services, Llc | $752K | 42.8K | 0.00% | +1.4% |
Ashton Thomas Securities, Llc | $642K | 38.0K | 0.07% | -13.3% |
Creative Planning | $635K | 37.6K | 0.00% | +4.8% |
Decision Investments, Inc | $363K | 21.5K | 0.33% | -0.1% |
Tmb Capital Partners, Llc | $358K | 21.2K | 0.11% | -3.2% |
Alessandra Capital Management, Llc | $312K | 18.4K | 0.22% | Unchanged |
Choreo, Llc | $262K | 15.5K | 0.00% | -0.2% |
Nwf Advisory Services Inc. | $259K | 15.3K | 0.02% | Unchanged |
Commonwealth Equity Services, Llc | $254K | 15.0K | 0.00% | -7.0% |
Wealth Effects Llc | $254K | 15.0K | 0.07% | Unchanged |
Truist Financial Corp | $205K | 12.1K | 0.00% | -5.9% |
Mezzasalma Advisors, Llc | $198K | 11.7K | 0.04% | +0.8% |
Lanark Financial, Inc. | $173K | 10.2K | 0.01% | -0.6% |
Assetmark, Inc | $48K | 2.8K | 0.00% | -11.5% |
Triumph Capital Management | $41K | 2.4K | 0.01% | Unchanged |
Murphy & Mullick Capital Management Corp | $34K | 2.0K | 0.02% | Unchanged |
Investment Research & Advisory Group, Inc. | $2K | 102 | 0.00% | Unchanged |
Signaturefd, Llc | $13 | 1 | 0.00% | Unchanged |