BGR

Blackrock Energy and Resources Trust
$16.52+0.35 (+2.16%)TechnologyNYSE

Institutional Holders

50

as of Q4 2025

Total Shares Held

1.0560653076952417e+231B

Total Value

$1.4000416632723002e+137T

% of Float

Price History

$11.27$12.56$13.85$15.14$16.43Sep 24Jun 25Mar 26

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1MORGAN STANLEY1,056,065$14.0M0.00%Share
2Cypress Capital Management LLC (WY)307,695$4.2M3.87%Share
3Invesco Ltd.241,663$3.3M0.00%Share
4WELLS FARGO & COMPANY/MN250,859$3.0M0.00%Share
5Advisors Asset Management, Inc.225,374$3.0M0.05%Share
6UBS Group AG219,753$3.0M0.00%Share
7TRUIST FINANCIAL CORP167,142$2.3M0.00%Share
8RAYMOND JAMES FINANCIAL INC199,630$2.0M0.00%Share
9LPL Financial LLC190,715$2.0M0.00%Share
10Formidable Asset Management, LLC74,339$1.0M0.15%Share
11MORGAN STANLEY77,888$1.0M0.00%Share
12BANK OF AMERICA CORP /DE/128,992$1.0M0.00%Share
13Moors & Cabot, Inc.84,411$1.0M0.04%Share
14ROYAL BANK OF CANADA120,003$1.0M0.00%Share
15&PARTNERS77,437$1.0M0.01%Share
16WELLS FARGO & COMPANY/MN87,448$1.0M0.00%Share
17Samalin Investment Counsel, LLC71,383$966K0.34%Share
18Invesco Ltd.70,312$952K0.00%Share
19Carl P. Sherr & Co., LLC60,966$946K0.42%Share
20WEALTH ENHANCEMENT ADVISORY SERVICES, LLC61,097$830K0.00%Share
21Apollon Wealth Management, LLC53,404$723K0.01%Share
22ASHTON THOMAS SECURITIES, LLC44,355$600K0.11%Share
23MGB Wealth Management, LLC34,205$463K0.13%Share
24UHLMANN PRICE SECURITIES, LLC30,153$408K0.24%Share
25NATIONS FINANCIAL GROUP INC, /IA/ /ADV26,967$365K0.02%Share
26TMB Capital Partners, LLC22,658$306K0.10%Share
27DECISION INVESTMENTS, INC21,070$285K0.31%Share
28Navis Wealth Advisors, LLC18,656$252K0.11%Share
29Allspring Global Investments Holdings, LLC16,955$229K0.00%Share
30WEALTH EFFECTS LLC15,000$203K0.06%Share
31NWF Advisory Services Inc.13,303$180K0.02%Share
32Mezzasalma Advisors, LLC11,405$158K0.04%Share
33SPIREPOINT PRIVATE CLIENT, LLC10,026$135K0.01%Share
34NBC SECURITIES, INC.9,231$124K0.01%Share
35UBS Group AG6,198$83K0.00%Share
36COMERICA BANK6,203$83K0.00%Share
37EVERMAY WEALTH MANAGEMENT LLC5,800$78K0.01%Share
38COMERICA BANK5,129$69K0.00%Share
39EverSource Wealth Advisors, LLC5,020$67K0.00%Share
40Triumph Capital Management2,400$32K0.01%Share
41ASSETMARK, INC1,999$27K0.00%Share
42Murphy & Mullick Capital Management Corp2,000$27K0.02%Share
43Founders Capital Management2,000$27K0.01%Share
44Golden State Wealth Management, LLC1,383$18K0.00%Share
45Sunbelt Securities, Inc.1,135$15K0.00%Share
46Millstone Evans Group, LLC1,030$13K0.01%Share
47Geneos Wealth Management Inc.650$8K0.00%Share
48Atlantic Union Bankshares Corp600$8K0.00%Share
49IMG Wealth Management, Inc.160$2K0.00%Share
50Atlantic Union Bankshares Corp100$1K0.00%Share