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 2022 vs. Q2 2022
How the institutions holding BlackRock Energy & Resources Trust changed between Q2 2022 and Q3 2022.
All holders in Q3 2022All holders in Q2 2022
| Measure | Q2 2022 | Of which not filed for Q3 2022 | Q3 2022 | Change |
|---|---|---|---|---|
| Holders | 74 | 1 | 75 | +2 |
| Shares | 6.97M | 1.28K | 6.93M | −40.3K (−0.6%) |
| Value | $71.1M | $14.0K | $84.5M | +$13.4M (+18.9%) |
1 institution that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so the changes leave them out.
New holders (10)
Institutions that held BlackRock Energy & Resources Trust at the end of Q3 2022 but not at the end of Q2 2022.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Atria Wealth Solutions, Inc. | 85,444 | $921.1K | 0.02% |
| 1607 Capital Partners, LLC | 41,649 | $449.0K | 0.03% |
| City of London Investment Management Co Ltd | 36,501 | $392.0K | 0.03% |
| Cetera Advisors LLC | 28,070 | $303.0K | 0.01% |
| Bank of Montreal | 20,166 | $249.0K | 0.00% |
| Mariner, LLC | 12,529 | $135.0K | 0.00% |
| Blue Bell Private Wealth Management, LLC | 3,505 | $38.0K | 0.01% |
| Umb Bank N A | 150 | $2.00K | 0.00% |
| Gradient Investments LLC | 125 | $1.00K | 0.00% |
| EverSource Wealth Advisors, LLC | 19 | $0 | 0.00% |
Sold out (8)
Institutions that held BlackRock Energy & Resources Trust at the end of Q2 2022 and filed for Q3 2022 without it.
| Institution | Shares, Q2 2022 | Value, Q2 2022 |
|---|---|---|
| All Season Financial Advisors, Inc. | 31,777 | $349.0K |
| Shepherd Kaplan Krochuk, LLC | 23,010 | $252.0K |
| Cambridge Investment Research Advisors, Inc. | 19,100 | $210.0K |
| Gladstone Institutional Advisory LLC | 11,620 | $127.0K |
| CX Institutional | 2,398 | $26.0K |
| Ellevest, Inc. | 1,266 | $14.0K |
| Tradition Wealth Management, LLC | 1,271 | $14.0K |
| Prospera Financial Services Inc | 1,000 | $11.0K |
Not filed for Q3 2022 yet (1)
Institutions that held BlackRock Energy & Resources Trust at the end of Q2 2022 and haven't filed a 13F for Q3 2022. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q2 2022 | Value, Q2 2022 |
|---|---|---|
| Cordasco Financial Network | 1,282 | $14.0K |