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 2023 vs. Q2 2023
How the institutions holding BlackRock Energy & Resources Trust changed between Q2 2023 and Q3 2023.
All holders in Q3 2023All holders in Q2 2023
| Measure | Q2 2023 | Of which not filed for Q3 2023 | Q3 2023 | Change |
|---|---|---|---|---|
| Holders | 65 | 2 | 69 | +6 |
| Shares | 7.09M | 17.0K | 8.03M | +954.1K (+13.5%) |
| Value | $85.5M | $205.1K | $105.3M | +$20.0M (+23.5%) |
2 institutions that held it in Q2 2023 haven't filed for Q3 2023 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 2023 but not at the end of Q2 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| City of London Investment Management Co Ltd | 596,971 | $7.83M | 0.69% |
| Wealth Enhancement Advisory Services, LLC | 93,413 | $1.22M | 0.00% |
| All Season Financial Advisors, Inc. | 28,201 | $369.7K | 0.37% |
| Comerica Bank | 19,226 | $252.1K | 0.00% |
| Landscape Capital Management, L.L.C. | 14,187 | $186.0K | 0.02% |
| NBC Securities, Inc. | 6,972 | $91.0K | 0.01% |
| Pathway Financial Advisers, LLC | 2,521 | $33.0K | 0.01% |
| Blue Bell Private Wealth Management, LLC | 1,000 | $13.1K | 0.00% |
| Elequin Capital LP | 962 | $12.6K | 0.00% |
| JPMorgan Chase & Co | 198 | $2.60K | 0.00% |
Sold out (4)
Institutions that held BlackRock Energy & Resources Trust at the end of Q2 2023 and filed for Q3 2023 without it.
| Institution | Shares, Q2 2023 | Value, Q2 2023 |
|---|---|---|
| Cetera Advisors LLC | 21,695 | $261.2K |
| StrategIQ Financial Group, LLC | 10,800 | $130.0K |
| Huntington National Bank | 724 | $8.72K |
| EverSource Wealth Advisors, LLC | 19 | $229 |
Not filed for Q3 2023 yet (2)
Institutions that held BlackRock Energy & Resources Trust at the end of Q2 2023 and haven't filed a 13F for Q3 2023. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q2 2023 | Value, Q2 2023 |
|---|---|---|
| BDO Wealth Advisors, LLC | 15,497 | $186.6K |
| Piershale Financial Group, Inc. | 1,538 | $18.5K |