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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 2025 vs. Q2 2025

How the institutions holding BlackRock Energy & Resources Trust changed between Q2 2025 and Q3 2025.

All holders in Q3 2025All holders in Q2 2025

13F holders of BGR: Q2 2025 compared with Q3 2025
MeasureQ2 2025Q3 2025Change
Holders6967−2
Shares5.64M5.03M−604.5K (−10.7%)
Value$74.8M$68.3M−$6.48M (−8.7%)

New holders (7)

Institutions that held BlackRock Energy & Resources Trust at the end of Q3 2025 but not at the end of Q2 2025.

Institutions new to BGR in Q3 2025
InstitutionSharesValue% of portfolio
NWF Advisory Services Inc.10,959$148.7K0.02%
HRT Financial LP10,317$140.0K0.00%
Spirepoint Private Client, LLC10,026$136.1K0.01%
Murphy & Mullick Capital Management Corp2,000$27.1K0.02%
Rockefeller Capital Management L.P.1,367$18.6K0.00%
Atlantic Union Bankshares Corp700$9.50K0.00%
Russell Investments Group, Ltd.500$6.79K0.00%

Sold out (9)

Institutions that held BlackRock Energy & Resources Trust at the end of Q2 2025 and filed for Q3 2025 without it.

Institutions that sold out of BGR in Q3 2025
InstitutionShares, Q2 2025Value, Q2 2025
Northside Capital Management, LLC24,299$322.2K
Susquehanna International Group, LLP13,806$183.1K
Warren Averett Asset Management, LLC12,190$161.6K
Garde Capital, Inc.2,224$29.5K
Fortitude Family Office, LLC1,018$13.5K
Bessemer Group Inc666$9.00K
Colonial Trust Advisors625$8.29K
Principal Securities, Inc.500$6.63K
Fifth Third Bancorp142$1.88K