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 2022 vs. Q1 2022
How the institutions holding BlackRock Energy & Resources Trust changed between Q1 2022 and Q2 2022.
All holders in Q2 2022All holders in Q1 2022
| Measure | Q1 2022 | Of which not filed for Q2 2022 | Q2 2022 | Change |
|---|---|---|---|---|
| Holders | 74 | 1 | 74 | +1 |
| Shares | 6.26M | 318.0K | 6.97M | +1.02M (+17.2%) |
| Value | $72.3M | $3.69M | $71.1M | +$2.46M (+3.6%) |
1 institution that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so the changes leave them out.
New holders (9)
Institutions that held BlackRock Energy & Resources Trust at the end of Q2 2022 but not at the end of Q1 2022.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| D.A. Davidson & Co. | 46,716 | $512.0K | 0.01% |
| Wetherby Asset Management Inc | 16,748 | $184.0K | 0.01% |
| Global Retirement Partners, LLC | 2,500 | $27.0K | 0.00% |
| CX Institutional | 2,398 | $26.0K | 0.00% |
| Covington Capital Management | 1,500 | $16.0K | 0.00% |
| Ellevest, Inc. | 1,266 | $14.0K | 0.00% |
| Stephens Consulting, LLC | 366 | $4.01K | 0.00% |
| CWM, LLC | 24 | $0 | 0.00% |
| Advisors Asset Management, Inc. | 496,189 | – | – |
Sold out (8)
Institutions that held BlackRock Energy & Resources Trust at the end of Q1 2022 and filed for Q2 2022 without it.
| Institution | Shares, Q1 2022 | Value, Q1 2022 |
|---|---|---|
| Independent Financial Group, LLC | 79,447 | $921.6K |
| Atria Wealth Solutions, Inc. | 66,240 | $768.0K |
| Clough Capital Partners L P | 38,300 | $444.0K |
| Bank of Montreal | 29,437 | $387.0K |
| Koshinski Asset Management, Inc. | 1,500 | $39.9K |
| Blue Bell Private Wealth Management, LLC | 700 | $8.00K |
| Tower Research Capital LLC (TRC) | 479 | $6.00K |
| FMR LLC | 1 | $0 |
Not filed for Q2 2022 yet (1)
Institutions that held BlackRock Energy & Resources Trust at the end of Q1 2022 and haven't filed a 13F for Q2 2022. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q1 2022 | Value, Q1 2022 |
|---|---|---|
| Parametric Portfolio Associates LLC | 318,027 | $3.69M |