Who Holds BlackRock Energy & Resources Trust (BGR)? 90 Institutional Holders, Q2 2026
Managers with more than $100 million in US equities report their holdings on Form 13F within 45 days of each quarter end. Quarter ended 30 Jun 2026: 90 holders, $92 million in total.
Largest holders
The 90 largest by value. Change in shares against Q1 2026.
| Manager | Shares | Value | Change | |
|---|---|---|---|---|
| MORGAN STANLEY | 1,217,122 | $18 million | -14% | 13F |
| Invesco Ltd. | 438,330 | $6 million | +13% | 13F |
| WELLS FARGO & COMPANY/MN | 403,501 | $6 million | +3% | 13F |
| WOLVERINE ASSET MANAGEMENT LLC | 320,379 | $5 million | +63% | 13F |
| Cypress Capital Management LLC (WY) | 281,912 | $4 million | +6% | 13F |
| RAYMOND JAMES FINANCIAL INC | 266,994 | $4 million | -11% | 13F |
| Thomas J. Herzfeld Advisors, Inc. | 238,075 | $4 million | +31% | 13F |
| Allspring Global Investments Holdings, LLC | 237,874 | $4 million | +1449% | 13F |
| Advisors Asset Management, Inc. | 231,787 | $3 million | +9% | 13F |
| ABSOLUTE INVESTMENT ADVISERS, LLC | 216,502 | $3 million | -5% | 13F |
| UBS Group AG | 205,375 | $3 million | -13% | 13F |
| LPL Financial LLC | 188,142 | $3 million | +3% | 13F |
| BANK OF AMERICA CORP /DE/ | 143,633 | $2 million | +12% | 13F |
| ROYAL BANK OF CANADA | 140,300 | $2 million | +1% | 13F |
| Logan Stone Capital, LLC | 119,093 | $2 million | +113% | 13F |
| Z3 Capital Partners, LLC | 94,281 | $1 million | -12% | 13F |
| Saba Capital Management, L.P. | 93,440 | $1 million | New | 13F |
| Moors & Cabot, Inc. | 92,225 | $1 million | 0% | 13F |
| Quarry LP | 91,152 | $1 million | +2% | 13F |
| Formidable Asset Management, LLC | 75,314 | $1 million | -3% | 13F |
| OSAIC HOLDINGS, INC. | 68,871 | $1 million | +2% | 13F |
| Cetera Investment Advisers | 65,458 | $970,085 | +2% | 13F |
| Carl P. Sherr & Co., LLC | 60,966 | $903,516 | +0% | 13F |
| Private Advisor Group, LLC | 56,603 | $838,863 | +8% | 13F |
| GUGGENHEIM CAPITAL LLC | 50,836 | $753,389 | +42% | 13F |
| AlphaCore Capital LLC | 50,350 | $746,184 | +1% | 13F |
| Apollon Wealth Management, LLC | 49,202 | $729,180 | -6% | 13F |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 42,241 | $655,579 | +2% | 13F |
| ASHTON THOMAS SECURITIES, LLC | 43,855 | $649,931 | +0% | 13F |
| Beacon Pointe Advisors, LLC | 38,197 | $566,081 | New | 13F |
| Creative Planning | 35,850 | $531,297 | -1% | 13F |
| UHLMANN PRICE SECURITIES, LLC | 33,472 | $496,062 | +9% | 13F |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 31,469 | $466,383 | +13% | 13F |
| Summit Financial, LLC | 27,141 | $402,230 | -32% | 13F |
| XTX Topco Ltd | 27,056 | $400,970 | +41% | 13F |
| TMB Capital Partners, LLC | 21,862 | $323,991 | -1% | 13F |
| DECISION INVESTMENTS, INC | 21,530 | $319,075 | +2% | 13F |
| AMERIPRISE FINANCIAL INC | 21,328 | $316,077 | +40% | 13F |
| STIFEL FINANCIAL CORP | 20,032 | $296,872 | -39% | 13F |
| Alessandra Capital Management, LLC | 18,450 | $273,429 | -2% | 13F |
| COMMONWEALTH EQUITY SERVICES, LLC | 16,138 | $239,166 | -26% | 13F |
| Mariner, LLC | 15,858 | $235,016 | New | 13F |
| CHOREO, LLC | 15,539 | $230,282 | +38% | 13F |
| NWF Advisory Services Inc. | 15,303 | $226,791 | +0% | 13F |
| WEALTH EFFECTS LLC | 15,000 | $222,300 | +0% | 13F |
| HighTower Advisors, LLC | 14,161 | $209,862 | -7% | 13F |
| MML INVESTORS SERVICES, LLC | 13,194 | $195,534 | +2% | 13F |
| Cullen/Frost Bankers, Inc. | 12,911 | $191,341 | New | 13F |
| TRUIST FINANCIAL CORP | 12,883 | $190,927 | +3% | 13F |
| LEVEL FOUR ADVISORY SERVICES, LLC | 12,133 | $179,825 | -35% | 13F |
| Cypress Capital Group | 11,996 | $177,781 | 0% | 13F |
| ENVESTNET ASSET MANAGEMENT INC | 11,732 | $173,869 | +12% | 13F |
| Mezzasalma Advisors, LLC | 11,597 | $171,862 | +1% | 13F |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11,338 | $168,029 | New | 13F |
| READYSTATE ASSET MANAGEMENT LP | 11,088 | $164,324 | New | 13F |
| FIFTH THIRD BANCORP | 11,028 | $163,435 | -10% | 13F |
| LANARK FINANCIAL, INC. | 10,272 | $152,241 | +0% | 13F |
| Ancora Advisors LLC | 7,000 | $103,740 | +0% | 13F |
| PNC Financial Services Group, Inc. | 5,811 | $86,119 | +0% | 13F |
| EVERMAY WEALTH MANAGEMENT LLC | 5,800 | $85,956 | +0% | 13F |
| Rockefeller Capital Management L.P. | 5,307 | $78,661 | +0% | 13F |
| EverSource Wealth Advisors, LLC | 5,020 | $74,403 | +0% | 13F |
| LRI Investments, LLC | 4,442 | $65,830 | New | 13F |
| BROWN BROTHERS HARRIMAN & CO | 4,335 | $64,245 | +0% | 13F |
| Integrated Wealth Concepts LLC | 3,850 | $57,058 | New | 13F |
| ASSETMARK, INC | 3,217 | $47,676 | +45% | 13F |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 3,026 | $44,845 | +0% | 13F |
| IFG Advisory, LLC | 2,637 | $39,081 | New | 13F |
| Triumph Capital Management | 2,400 | $35,568 | +0% | 13F |
| Murphy & Mullick Capital Management Corp | 2,000 | $29,640 | +0% | 13F |
| Founders Capital Management | 2,000 | $29,640 | +0% | 13F |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1,249 | $18,510 | New | 13F |
| Millstone Evans Group, LLC | 1,030 | $15,265 | +0% | 13F |
| SHP Wealth Management | 916 | $13,569 | -60% | 13F |
| Parallel Advisors, LLC | 762 | $11,296 | -87% | 13F |
| Global Retirement Partners, LLC | 742 | $10,996 | New | 13F |
| Atlantic Union Bankshares Corp | 700 | $10,374 | +0% | 13F |
| Geneos Wealth Management Inc. | 370 | $5,483 | -43% | 13F |
| BAYBAN | 200 | $2,964 | +0% | 13F |
| Investment Research & Advisory Group, Inc. | 102 | $1,512 | +0% | 13F |
| Steward Partners Investment Advisory, LLC | 92 | $1,363 | +0% | 13F |
| JFS WEALTH ADVISORS, LLC | 66 | $979 | New | 13F |
| WHITTIER TRUST CO OF NEVADA INC | 59 | $904 | +0% | 13F |
| Stolper Co | 58,102 | $861 | New | 13F |
| MCGUIRE CAPITAL ADVISORS INC | 50 | $746 | +2% | 13F |
| Janney Montgomery Scott LLC | 39,821 | $590 | +2% | 13F |
| CENTAURUS FINANCIAL, INC. | 15,884 | $235 | +0% | 13F |
| Allworth Financial LP | 7 | $104 | +0% | 13F |
| SIGNATUREFD, LLC | 1 | $11 | +0% | 13F |
| HANTZ FINANCIAL SERVICES, INC. | 1 | $0 | +0% | 13F |
Questions and answers
- How many institutions hold BlackRock Energy & Resources Trust?
- 90 managers reported BlackRock Energy & Resources Trust on Form 13F for the quarter ended 30 June 2026, against 85 the quarter before.
- Who is the largest institutional holder of BlackRock Energy & Resources Trust?
- MORGAN STANLEY, with 1,217,122 shares worth $18 million on its 13F for Q2 2026.
- How many institutions bought or sold out of BlackRock Energy & Resources Trust in Q2 2026?
- 13 managers reported a new position and 8 reported none after holding it the quarter before.
Source: SEC EDGAR, Form 13F (public domain). Counts and values as filed. Cite this page: Tamarly Intelligence, "Who holds BlackRock Energy & Resources Trust, Q2 2026", https://app.tamarly.ai/holders/blackrock-energy-resources-trust, built from SEC EDGAR.
Research from public records, not investment advice. Tamarly holds no investment positions. By reading these pages you accept the Terms of Use; figures can be late or wrong, so check the linked source before relying on one. Terms and policies.