Who owns BlackRock Energy and Resources Trust?
Institutional ownership of BGR from SEC Form 13F filings across 69 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
69
13F holders
$69.0M
value, 2026 filers
18.4%
of shares outstanding (4.7M sh)
11
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of BGR's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 1.2M | $18.0M | 0.0% | 4.8% | -14.0% |
| 2 | Invesco Ltd. | 438,330 | $6.5M | 0.0% | 1.7% | +13.3% |
| 3 | WELLS FARGO & COMPANY/MN | 403,501 | $6.0M | 0.0% | 1.6% | +3.4% |
| 4 | Cypress Capital Management LLC (WY) | 281,912 | $4.2M | 3.5% | 1.1% | +6.0% |
| 5 | RAYMOND JAMES FINANCIAL INC | 266,994 | $4.0M | 0.0% | 1% | -11.3% |
| 6 | Thomas J. Herzfeld Advisors, Inc. | 238,075 | $3.5M | 1.1% | 0.9% | +31.4% |
| 7 | Allspring Global Investments Holdings, LLC | 237,874 | $3.5M | 0.0% | 0.9% | +1449.2% |
| 8 | UBS Group AG | 205,375 | $3.0M | 0.0% | 0.8% | -12.8% |
| 9 | LPL Financial LLC | 188,142 | $2.8M | 0.0% | 0.7% | +3.0% |
| 10 | BANK OF AMERICA CORP /DE/ | 143,633 | $2.1M | 0.0% | 0.6% | +12.0% |
| 11 | ROYAL BANK OF CANADA | 140,300 | $2.1M | 0.0% | 0.6% | +1.3% |
| 12 | Moors & Cabot, Inc. | 92,225 | $1.4M | 0.1% | 0.4% | 0.0% |
| 13 | Quarry LP | 91,152 | $1.4M | 0.1% | 0.4% | +1.6% |
| 14 | OSAIC HOLDINGS, INC. | 68,871 | $1.0M | 0.0% | 0.3% | +2.3% |
| 15 | Cetera Investment Advisers | 65,458 | $970,085 | 0.0% | 0.3% | +1.6% |
| 16 | AlphaCore Capital LLC | 50,350 | $746,184 | 0.0% | 0.2% | +1.0% |
| 17 | Apollon Wealth Management, LLC | 49,202 | $729,180 | 0.0% | 0.2% | -6.0% |
| 18 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 42,241 | $655,579 | 0.0% | 0.2% | +1.7% |
| 19 | Janney Montgomery Scott LLC | 39,821 | $590 | 0.0% | 0.2% | +2.5% |
| 20 | Creative Planning | 35,850 | $531,297 | 0.0% | 0.1% | -1.4% |
| 21 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 31,469 | $466,383 | 0.0% | 0.1% | +12.7% |
| 22 | Summit Financial, LLC | 27,141 | $402,230 | 0.0% | 0.1% | -32.0% |
| 23 | DECISION INVESTMENTS, INC | 21,530 | $319,075 | 0.3% | 0.1% | +2.2% |
| 24 | AMERIPRISE FINANCIAL INC | 21,328 | $316,077 | 0.0% | 0.1% | +40.3% |
| 25 | STIFEL FINANCIAL CORP | 20,032 | $296,872 | 0.0% | 0.1% | -38.6% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.