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.
Q3 2021 vs. Q2 2021
How the institutions holding BlackRock Energy & Resources Trust changed between Q2 2021 and Q3 2021.
All holders in Q3 2021All holders in Q2 2021
| Measure | Q2 2021 | Q3 2021 | Change |
|---|---|---|---|
| Holders | 65 | 63 | −2 |
| Shares | 5.20M | 5.37M | +166.7K (+3.2%) |
| Value | $51.0M | $50.9M | −$124.1K (−0.2%) |
New holders (9)
Institutions that held BlackRock Energy & Resources Trust at the end of Q3 2021 but not at the end of Q2 2021.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Wolverine Asset Management LLC | 94,344 | $894.0K | 0.01% |
| Cetera Advisor Networks LLC | 64,270 | $609.0K | 0.01% |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 17,300 | $164.0K | 0.05% |
| Kestra Advisory Services, LLC | 15,725 | $149.0K | 0.00% |
| Citadel Advisors LLC | 14,944 | $142.0K | 0.00% |
| FNY Investment Advisers, LLC | 7,000 | $66.0K | 0.03% |
| Koshinski Asset Management, Inc. | 1,500 | $19.1K | 0.00% |
| Founders Capital Management | 2,000 | $19.0K | 0.01% |
| Central Trust Co | 500 | $5.00K | 0.00% |
Sold out (11)
Institutions that held BlackRock Energy & Resources Trust at the end of Q2 2021 and filed for Q3 2021 without it.
| Institution | Shares, Q2 2021 | Value, Q2 2021 |
|---|---|---|
| Shepherd Kaplan Krochuk, LLC | 40,970 | $402.0K |
| Private Advisor Group, LLC | 30,645 | $301.0K |
| Strategic Wealth Advisors Group, LLC | 20,000 | $196.0K |
| Nations Financial Group Inc, | 19,100 | $187.0K |
| Taylor Hoffman Wealth Management | 16,000 | $157.0K |
| Bank of New York Mellon Corp | 10,605 | $104.0K |
| Moors & Cabot, Inc. | 10,153 | $100.0K |
| Personal Wealth Partners | 2,398 | $24.0K |
| Advisory Services Network, LLC | 1,155 | $11.0K |
| Anfield Capital Management, LLC | 359 | $4.00K |
| US Bancorp | 30 | $0 |