BlackRock Energy & Resources Trust - Mutual Fund COM (BGR) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2014 to Q4 2025

Type / Class
Equity / Mutual Fund COM
Symbol
BGR on NYSE
Shares outstanding
25,734,429
Price per share
$13.54
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
5,031,844
Total reported value
$68,280,543
% of total 13F portfolios
0%
Share change
-604,468
Value change
-$8,185,589
Number of holders
67
Price from insider filings
$13.54
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of BlackRock Energy & Resources Trust - Mutual Fund COM (BGR) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
Allspring Global Investments Holdings, LLC 4.2% $12,624,281 1,080,846 Allspring Global Investments Holdings, LLC 31 Mar 2025

As of 30 Sep 2025, 67 institutional investors reported holding 5,031,844 shares of BlackRock Energy & Resources Trust - Mutual Fund COM (BGR). This represents 20% of the company’s total 25,734,429 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of BlackRock Energy & Resources Trust - Mutual Fund COM (BGR) together control 18% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
MORGAN STANLEY 4.4% 1,142,633 +0.6% 0% $15,505,542
Invesco Ltd. 1.5% 380,326 -0.64% 0% $5,161,024
WELLS FARGO & COMPANY/MN 1.5% 378,332 -5.6% 0% $5,133,976
Cypress Capital Management LLC (WY) 1.2% 307,835 +1% 3.9% $4,177,321
Allspring Global Investments Holdings, LLC 1.1% 283,998 -64% 0.01% $3,853,853
RAYMOND JAMES FINANCIAL INC 1.1% 279,062 -29% 0% $3,786,877
Advisors Asset Management, Inc. 1% 264,944 -0.3% 0.06% $3,595,290
UBS Group AG 0.87% 223,190 -2.6% 0% $3,028,689
LPL Financial LLC 0.76% 194,658 -1.2% 0% $2,641,516
TRUIST FINANCIAL CORP 0.62% 160,784 +2.8% 0% $2,181,843
BANK OF AMERICA CORP /DE/ 0.6% 154,523 +0.06% 0% $2,096,881
ROYAL BANK OF CANADA 0.58% 149,864 +12% 0% $2,033,000
Samalin Investment Counsel, LLC 0.29% 74,947 +1.9% 0.35% $1,017,026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.29% 74,057 +1.4% 0% $999,773
Moors & Cabot, Inc. 0.26% 65,988 +1.2% 0.04% $895,457
OSAIC HOLDINGS, INC. 0.24% 61,728 +4.8% 0% $841,098
Cetera Investment Advisers 0.23% 58,645 +14% 0% $795,823
Apollon Wealth Management, LLC 0.21% 53,299 -16% 0.01% $723,262
Summit Financial, LLC 0.18% 46,231 +180% 0.01% $627,355
ASHTON THOMAS SECURITIES, LLC 0.18% 45,955 +7% 0.09% $623,609
BROWN BROTHERS HARRIMAN & CO 0.18% 45,927 +30% 0% $623,229
Private Advisor Group, LLC 0.16% 41,603 +19% 0% $564,556
GUGGENHEIM CAPITAL LLC 0.15% 37,902 +0.01% 0% $514,331
AlphaCore Capital LLC 0.13% 34,738 -1.5% 0.02% $471,399
Janney Montgomery Scott LLC 0.13% 34,722 -7% 0% $471,000

Institutional Holders of BlackRock Energy & Resources Trust - Mutual Fund COM (BGR) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 915,185 $12,400,783 -$2,678,085 $13.54 30
2025 Q3 5,031,844 $68,280,543 -$8,185,589 $13.57 67
2025 Q2 5,636,312 $74,755,656 -$7,523,632 $13.26 69
2025 Q1 6,191,320 $84,047,349 -$12,289,536 $13.58 70
2024 Q4 7,059,660 $89,051,607 -$13,442,182 $12.61 64
2024 Q3 8,120,147 $104,590,833 -$6,651,325 $12.88 65
2024 Q2 8,631,981 $114,104,318 +$4,495,394 $13.22 63
2024 Q1 8,246,275 $109,253,221 +$739,623 $13.25 68
2023 Q4 8,326,218 $103,662,544 +$3,035,475 $12.45 67
2023 Q3 6,814,489 $89,330,370 +$12,568,920 $13.11 68
2023 Q2 7,093,089 $85,397,186 +$3,263,011 $12.04 65
2023 Q1 6,819,996 $82,918,761 -$124,028 $12.16 68
2022 Q4 6,827,194 $85,544,686 -$326,597 $12.53 72
2022 Q3 6,917,133 $74,596,963 -$689,747 $10.78 68
2022 Q2 6,962,207 $76,443,049 +$6,521,994 $10.97 71
2022 Q1 6,677,243 $77,492,830 +$6,925,263 $11.60 69
2021 Q4 6,017,898 $57,117,214 +$5,709,493 $9.48 64
2021 Q3 5,370,665 $50,925,324 +$1,095,529 $9.48 60
2021 Q2 5,203,941 $51,048,396 +$1,620,870 $9.81 63
2021 Q1 5,017,804 $44,589,517 +$2,756,791 $8.88 63
2020 Q4 4,908,648 $34,855,905 +$2,760,542 $7.10 62
2020 Q3 4,455,056 $26,600,965 -$1,615,506 $5.97 58
2020 Q2 4,625,224 $33,436,977 +$3,564,850 $7.23 58
2020 Q1 4,101,344 $25,821,289 -$9,589,403 $6.30 59
2019 Q4 5,144,078 $61,102,024 -$6,541,383 $11.88 59
2019 Q3 5,570,455 $62,423,360 -$7,154,823 $11.20 60
2019 Q2 6,171,936 $73,555,579 -$1,209,242 $11.93 66
2019 Q1 6,416,431 $77,667,633 +$1,946,617 $12.11 67
2018 Q4 6,254,444 $65,359,000 +$1,108,716 $10.45 66
2018 Q3 6,107,298 $89,053,290 +$209,693 $14.58 59
2018 Q2 6,003,673 $91,356,610 +$4,967,321 $15.22 65
2018 Q1 5,715,847 $75,655,610 -$3,611,161 $13.22 68
2017 Q4 5,864,907 $83,177,090 +$16,061,481 $14.18 72
2017 Q3 4,738,616 $65,069,675 +$3,041,707 $13.73 59
2017 Q2 4,528,315 $58,890,586 -$824,262 $13.00 64
2017 Q1 4,589,859 $63,136,406 +$3,401,824 $13.75 63
2016 Q4 3,275,732 $47,319,762 +$4,957,728 $14.44 65
2016 Q3 4,013,517 $58,082,079 +$1,531,395 $14.48 51
2016 Q2 3,913,033 $55,548,712 -$255,313 $14.20 58
2016 Q1 3,963,790 $51,437,886 -$2,684,077 $13.00 61
2015 Q4 4,245,043 $53,287,649 -$1,589,313 $12.53 69
2015 Q3 4,141,954 $57,220,986 -$6,241,979 $13.78 53
2015 Q2 4,585,669 $82,330,305 +$3,792,516 $17.97 53
2015 Q1 4,549,727 $92,550,076 -$14,078,607 $20.34 53
2014 Q4 5,264,467 $105,052,973 -$14,173,455 $19.95 60
2014 Q3 5,661,167 $135,474,486 -$12,172,022 $23.92 72
2014 Q2 6,103,848 $164,753,786 -$4,715,971 $26.97 65
2014 Q1 6,297,830 $152,273,771 -$8,833,378 $24.15 65