BlackRock Energy & Resources Trust
BGR- Exchange
- NYSE
- SEC CIK
- 0001306550
No open-market purchases or sales by BlackRock Energy & Resources Trust insiders were filed in the last 90 days; 89 institutions reported holding it in 13F filings for Q2 2026, worth $93.2M in total; no superinvestor holds it.
Q2 2021 vs. Q1 2021
How the institutions holding BlackRock Energy & Resources Trust changed between Q1 2021 and Q2 2021.
All holders in Q2 2021All holders in Q1 2021
| Measure | Q1 2021 | Q2 2021 | Change |
|---|---|---|---|
| Holders | 66 | 65 | −1 |
| Shares | 5.04M | 5.20M | +168.4K (+3.3%) |
| Value | $44.7M | $51.0M | +$6.30M (+14.1%) |
New holders (13)
Institutions that held BlackRock Energy & Resources Trust at the end of Q2 2021 but not at the end of Q1 2021.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| All Season Financial Advisors, Inc. | 34,872 | $342.0K | 0.25% |
| Strategic Wealth Advisors Group, LLC | 20,000 | $196.0K | 0.01% |
| Nations Financial Group Inc, | 19,100 | $187.0K | 0.03% |
| National Asset Management, Inc. | 17,573 | $173.0K | 0.01% |
| Taylor Hoffman Wealth Management | 16,000 | $157.0K | 0.07% |
| First Republic Investment Management, Inc. | 14,605 | $143.0K | 0.00% |
| Mid Atlantic Financial Management Inc | 11,300 | $111.0K | 0.01% |
| Bank of New York Mellon Corp | 10,605 | $104.0K | 0.00% |
| Moors & Cabot, Inc. | 10,153 | $100.0K | 0.01% |
| Personal Wealth Partners | 2,398 | $24.0K | 0.01% |
| Advisory Services Network, LLC | 1,155 | $11.0K | 0.00% |
| Anfield Capital Management, LLC | 359 | $4.00K | 0.00% |
| FMR LLC | 200 | $2.00K | 0.00% |
Sold out (14)
Institutions that held BlackRock Energy & Resources Trust at the end of Q1 2021 and filed for Q2 2021 without it.
| Institution | Shares, Q1 2021 | Value, Q1 2021 |
|---|---|---|
| Bank of Montreal | 92,436 | $811.0K |
| Merriman Wealth Management, LLC | 74,683 | $663.0K |
| Dana Investment Advisors, Inc. | 47,331 | $420.0K |
| Walleye Capital LLC | 28,893 | $257.0K |
| Quantedge Capital Pte Ltd | 25,053 | $222.0K |
| CNH Partners LLC | 23,928 | $212.0K |
| AE Wealth Management LLC | 12,951 | $115.0K |
| International Assets Investment Management, LLC | 3,935 | $28.0K |
| FNY Investment Advisers, LLC | 2,675 | $23.0K |
| Eudaimonia Partners, LLC | 1,380 | $12.0K |
| Sowell Financial Services LLC | 465 | $4.00K |
| Allred Capital Management, LLC | 250 | $2.22K |
| Signaturefd, LLC | 100 | $1.00K |
| Eaton Vance Management | 35 | $0 |