B
Blackrock Energy and Resources Trust
BGR • NYSE
Blackrock Energy and Resources Trust is a publicly traded company on NYSE. As of Q3 2025, 63 institutional investors hold shares in this company, with total holdings valued at $65.2M. MORGAN STANLEY is the largest holder with a position valued at $15.5M.
Websiteblackrock.com
Overview
Overview of institutional ownership in BGR as of Q3 2025
All Institutions
- Institutions
- 63
- Value Held
- $65.2M
- Shares Held
- 4.8M
- Avg Position
- $1.0M
- Median Position
- $215.2K
Hedge Funds
- Hedge Funds
- 0
- Value Held
- -
- Shares Held
- -
- Avg Position
- -
- Median Position
- -
Biggest Investors
Institutions with the largest positions in BGR as of Q3 2025
| Institution | Position Value |
|---|---|
 MORGAN STANLEY RIA/Wealth | $15.5M 0.00% of portfolio |
 Invesco Ltd. ETF Provider | $5.2M 0.00% of portfolio |
 WELLS FARGO & COMPANY/MN Institution | $5.1M 0.00% of portfolio |
 Cypress Capital Management LLC RIA/Wealth | $4.2M 4.20% of portfolio |
 Allspring Global Investments Holdings, LLC Long Only Manager | $3.9M 0.01% of portfolio |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | $3.8M 0.00% of portfolio |
 Advisors Asset Management, Inc. ETF Provider | $3.6M 0.06% of portfolio |
 UBS Group AG Institution | $3.0M 0.00% of portfolio |
L LPL Financial LLC Institution | $2.6M 0.00% of portfolio |
 BB&T CORP Institution | $2.2M 0.00% of portfolio |
Net Capital Flow
Institutional buying and selling activity for BGR in Q3 2025
- Traded
- −$8.1M
- Buyers
- 35
- Sellers
- 23
- Total Bought
- +$1.9M
- Total Sold
- −$10.0M
- Avg Position
- $918.0K
Biggest Buyers
| Institution | Net Bought |
|---|---|
 Summit Financial, LLC RIA/Wealth | +$403.6K +29.7K shares |
 MML INVESTORS SERVICES, LLC RIA/Wealth | +$172.4K +127.0 shares |
 NWF Advisory Services Inc. RIA/Wealth | +$148.7K +11.0K shares |
B BROWN BROTHERS HARRIMAN & CO RIA/Wealth | +$143.0K +10.5K shares |
S SPIREPOINT PRIVATE CLIENT, LLC RIA/Wealth | +$136.1K +10.0K shares |
 NBC SECURITIES, INC. RIA/Wealth | +$124.9K +923.0 shares |
 Cetera Investment Advisers RIA/Wealth | +$95.1K +7.0K shares |
MORGAN STANLEY RIA/Wealth | +$92.7K +6.8K shares |
 Private Advisor Group, LLC RIA/Wealth | +$88.8K +6.5K shares |
BB&T CORP Institution | +$60.1K +4.4K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
Allspring Global Investments Holdings, LLC Long Only Manager | −$6.9M −508.0K shares |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | −$1.6M −115.7K shares |
 Northside Capital Management, LLC RIA/Wealth | −$322.2K −24.3K shares |
WELLS FARGO & COMPANY/MN Institution | −$307.1K −22.6K shares |
 SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | −$183.1K −13.8K shares |
 WNY Asset Management, LLC RIA/Wealth | −$179.3K −13.2K shares |
 Warren Averett Asset Management, LLC RIA/Wealth | −$161.6K −12.2K shares |
 Apollon Wealth Management, LLC RIA/Wealth | −$141.6K −10.4K shares |
UBS Group AG Institution | −$79.8K −5.9K shares |
M Millstone Evans Group, LLC RIA/Wealth | −$34.1K −2.5K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited BGR in Q3 2025
- New Positions
- 8
- New Value
- $509.4K
- Exited Positions
- 8
- Exited Value
- $697.2K
New Positions
| Institution | Position Value |
|---|---|
MML INVESTORS SERVICES, LLC RIA/Wealth | $172.4K 12.7K shares |
S SPIREPOINT PRIVATE CLIENT, LLC RIA/Wealth | $136.1K 10.0K shares |
NBC SECURITIES, INC. RIA/Wealth | $124.9K 9.2K shares |
 Triumph Capital Management RIA/Wealth | $32.6K 2.4K shares |
 Murphy & Mullick Capital Management Corp RIA/Wealth | $27.1K 2.0K shares |
 Union Bankshares Corp Institution | $9.5K 700.0 shares |
R Russell Investments Group, Ltd. RIA/Wealth | $6.8K 500.0 shares |
B BESSEMER GROUP INC Institution | - - shares |
Exited Positions
| Institution | Previous Position |
|---|---|
Northside Capital Management, LLC RIA/Wealth | $322.2K 24.3K shares |
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | $183.1K 13.8K shares |
Warren Averett Asset Management, LLC RIA/Wealth | $161.6K 12.2K shares |
 Fortitude Family Office, LLC Family Office | $13.5K 1.0K shares |
C Colonial Asset Management, Inc. RIA/Wealth | $8.3K 625.0 shares |
 PRINCIPAL SECURITIES, INC. RIA/Wealth | $6.6K 500.0 shares |
 FIFTH THIRD BANCORP Institution | $1.9K 142.0 shares |
B BESSEMER GROUP INC Institution | - 666.0 shares |
Options Activity
Institutions with the largest Call and Put options positions in BGR as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with BGR as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Cypress Capital Management LLC RIA/Wealth | 4.20% $4.2M |
 Samalin Investment Counsel, LLC RIA/Wealth | 0.35% $1.0M |
U UHLMANN PRICE SECURITIES, LLC RIA/Wealth | 0.25% $400.5K |
M MGB Wealth Management, LLC RIA/Wealth | 0.13% $458.9K |
 ASHTON THOMAS SECURITIES, LLC RIA/Wealth | 0.09% $623.6K |
 WEALTH EFFECTS LLC RIA/Wealth | 0.07% $230.7K |
Advisors Asset Management, Inc. ETF Provider | 0.06% $3.6M |
WNY Asset Management, LLC RIA/Wealth | 0.04% $435.1K |
 Mezzasalma Advisors, LLC RIA/Wealth | 0.04% $153.3K |
 Moors & Cabot, Inc. RIA/Wealth | 0.04% $895.5K |