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 2024 vs. Q1 2024
How the institutions holding BlackRock Energy & Resources Trust changed between Q1 2024 and Q2 2024.
All holders in Q2 2024All holders in Q1 2024
| Measure | Q1 2024 | Q2 2024 | Change |
|---|---|---|---|
| Holders | 71 | 66 | −5 |
| Shares | 8.26M | 8.64M | +385.7K (+4.7%) |
| Value | $109.4M | $114.2M | +$4.85M (+4.4%) |
New holders (5)
Institutions that held BlackRock Energy & Resources Trust at the end of Q2 2024 but not at the end of Q1 2024.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Ashton Thomas Securities, LLC | 45,145 | $590.9K | 0.14% |
| Creative Planning | 31,472 | $416.1K | 0.00% |
| London & Capital Asset Management Ltd | 20,000 | $264.4K | 0.02% |
| Susquehanna International Group, LLP | 10,896 | $144.0K | 0.00% |
| FMR LLC | 1 | $13 | 0.00% |
Sold out (10)
Institutions that held BlackRock Energy & Resources Trust at the end of Q1 2024 and filed for Q2 2024 without it.
| Institution | Shares, Q1 2024 | Value, Q1 2024 |
|---|---|---|
| Atria Wealth Solutions, Inc. | 82,797 | $1.10M |
| Cohen & Steers, Inc. | 69,780 | $925.0K |
| Logan Stone Capital, LLC | 64,030 | $848.4K |
| Calamos Advisors LLC | 12,845 | $170.2K |
| National Asset Management, Inc. | 12,282 | $161.0K |
| Walleye Capital LLC | 11,373 | $150.7K |
| Two Sigma Investments, LP | 10,609 | $140.6K |
| Northwestern Mutual Wealth Management Co | 2,533 | $33.6K |
| JPMorgan Chase & Co | 1,074 | $14.2K |
| Blue Bell Private Wealth Management, LLC | 1,000 | $13.3K |