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.
Q4 2025 vs. Q3 2025
How the institutions holding BlackRock Energy & Resources Trust changed between Q3 2025 and Q4 2025.
All holders in Q4 2025All holders in Q3 2025
| Measure | Q3 2025 | Of which not filed for Q4 2025 | Q4 2025 | Change |
|---|---|---|---|---|
| Holders | 67 | 2 | 78 | +13 |
| Shares | 5.03M | 35.2K | 4.94M | −57.7K (−1.2%) |
| Value | $68.3M | $478.2K | $67.0M | −$799.5K (−1.2%) |
2 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so the changes leave them out.
New holders (17)
Institutions that held BlackRock Energy & Resources Trust at the end of Q4 2025 but not at the end of Q3 2025.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Z3 Capital Partners, LLC | 106,668 | $1.44M | 0.35% |
| Wiley Bros.-Aintree Capital, LLC | 77,437 | $1.05M | 0.01% |
| Formidable Asset Management, LLC | 74,339 | $1.01M | 0.15% |
| Carl P. Sherr & Co., LLC | 60,966 | $946.2K | 0.42% |
| TMB Capital Partners, LLC | 22,658 | $306.8K | 0.10% |
| Decision Investments, Inc | 21,070 | $285.3K | 0.31% |
| Alessandra Capital Management, LLC | 19,125 | $259.0K | 0.23% |
| Navis Wealth Advisors, LLC | 18,656 | $252.6K | 0.11% |
| Jane Street Group, LLC | 16,717 | $226.3K | 0.00% |
| Kestra Advisory Services, LLC | 7,535 | $102.0K | 0.00% |
| Triumph Capital Management | 2,400 | $32.5K | 0.01% |
| SHP Wealth Management | 2,280 | $30.9K | 0.00% |
| Assetmark, Inc | 1,999 | $27.1K | 0.00% |
| Bayban | 200 | $2.71K | 0.00% |
| IMG Wealth Management, Inc. | 160 | $2.17K | 0.00% |
| McGuire Capital Advisors Inc | 49 | $657 | 0.00% |
| Hantz Financial Services, Inc. | 1 | $0 | 0.00% |
Sold out (4)
Institutions that held BlackRock Energy & Resources Trust at the end of Q3 2025 and filed for Q4 2025 without it.
| Institution | Shares, Q3 2025 | Value, Q3 2025 |
|---|---|---|
| one8zero8, LLC | 10,600 | $143.8K |
| HRT Financial LP | 10,317 | $140.0K |
| RSM US Wealth Management LLC | 10,045 | $136.3K |
| Ameritas Advisory Services, LLC | 950 | $12.9K |
Not filed for Q4 2025 yet (2)
Institutions that held BlackRock Energy & Resources Trust at the end of Q3 2025 and haven't filed a 13F for Q4 2025. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q3 2025 | Value, Q3 2025 |
|---|---|---|
| WNY Asset Management, LLC | 32,067 | $435.1K |
| Creekmur Asset Management LLC | 3,176 | $43.1K |