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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.

Q2 2026 vs. Q1 2026

How the institutions holding BlackRock Energy & Resources Trust changed between Q1 2026 and Q2 2026.

All holders in Q2 2026All holders in Q1 2026

13F holders of BGR: Q1 2026 compared with Q2 2026
MeasureQ1 2026Of which not filed for Q2 2026Q2 2026Change
Holders85289+6
Shares5.93M1.36K6.28M+351.1K (+5.9%)
Value$102.3M$23.5K$93.2M−$9.01M (−8.8%)

2 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (12)

Institutions that held BlackRock Energy & Resources Trust at the end of Q2 2026 but not at the end of Q1 2026.

Institutions new to BGR in Q2 2026
InstitutionSharesValue% of portfolio
Saba Capital Management, L.P.93,440$1.38M0.04%
Stolper Co58,102$861.0K0.22%
Beacon Pointe Advisors, LLC38,197$566.1K0.00%
Mariner, LLC15,858$235.0K0.00%
Cullen/Frost Bankers, Inc.12,911$191.3K0.00%
Susquehanna International Group, LLP11,338$168.0K0.00%
Readystate Asset Management LP11,088$164.3K0.01%
LRI Investments, LLC4,442$65.8K0.01%
IFG Advisory, LLC2,637$39.1K0.00%
Northwestern Mutual Wealth Management Co1,249$18.5K0.00%
Global Retirement Partners, LLC742$11.0K0.00%
JFS Wealth Advisors, LLC66$9790.00%

Sold out (6)

Institutions that held BlackRock Energy & Resources Trust at the end of Q1 2026 and filed for Q2 2026 without it.

Institutions that sold out of BGR in Q2 2026
InstitutionShares, Q1 2026Value, Q1 2026
Navis Wealth Advisors, LLC138,762$2.40M
Jane Street Group, LLC47,655$824.9K
Spirepoint Private Client, LLC10,026$173.6K
CoreCap Advisors, LLC2,000$34.6K
Golden State Wealth Management, LLC1,383$23.9K
Whittier Trust Co100$1.66K

Not filed for Q2 2026 yet (2)

Institutions that held BlackRock Energy & Resources Trust at the end of Q1 2026 and haven't filed a 13F for Q2 2026. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding BGR in Q1 2026 that haven't filed for Q2 2026
InstitutionShares, Q1 2026Value, Q1 2026
Sunbelt Securities, Inc.1,156$20.0K
CWM, LLC201$3.48K