| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| Allspring Global Investments Holdings, LLC | 4.2% | $13,272,789 | 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.
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 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 265,282 | $3,601,073 | -$2,771,514 | $13.54 | 11 |
| 2025 Q3 | 5,031,844 | $68,280,543 | -$8,185,592 | $13.57 | 67 |
| 2025 Q2 | 5,636,312 | $74,755,656 | -$7,523,630 | $13.26 | 69 |
| 2025 Q1 | 6,191,320 | $84,047,349 | -$12,289,537 | $13.58 | 70 |
| 2024 Q4 | 7,100,064 | $89,547,327 | -$13,490,973 | $12.61 | 65 |
| 2024 Q3 | 8,164,420 | $105,161,074 | -$6,791,454 | $12.88 | 66 |
| 2024 Q2 | 8,642,581 | $114,244,450 | +$4,495,397 | $13.22 | 64 |
| 2024 Q1 | 8,256,874 | $109,393,650 | -$730,639 | $13.25 | 69 |
| 2023 Q4 | 8,326,218 | $103,662,544 | +$3,008,707 | $12.45 | 67 |
| 2023 Q3 | 8,030,181 | $105,268,095 | +$12,421,587 | $13.11 | 69 |
| 2023 Q2 | 7,093,089 | $85,397,186 | +$3,263,014 | $12.04 | 65 |
| 2023 Q1 | 6,819,996 | $82,918,761 | -$258,715 | $12.16 | 68 |
| 2022 Q4 | 6,837,943 | $85,679,371 | -$432,035 | $12.53 | 73 |
| 2022 Q3 | 6,917,408 | $74,599,963 | -$437,751 | $10.78 | 70 |
| 2022 Q2 | 6,962,207 | $76,443,049 | +$6,108,851 | $10.97 | 71 |
| 2022 Q1 | 6,711,359 | $77,911,685 | +$7,354,165 | $11.60 | 71 |
| 2021 Q4 | 6,019,398 | $57,156,799 | +$5,709,496 | $9.48 | 65 |
| 2021 Q3 | 5,370,665 | $50,925,324 | +$1,537,568 | $9.48 | 60 |
| 2021 Q2 | 5,203,783 | $51,046,396 | +$1,637,502 | $9.81 | 63 |
| 2021 Q1 | 5,035,090 | $44,744,517 | +$2,806,148 | $8.88 | 63 |
| 2020 Q4 | 4,908,648 | $34,855,905 | +$2,757,808 | $7.10 | 62 |
| 2020 Q3 | 4,455,516 | $26,603,711 | -$1,612,760 | $5.97 | 59 |
| 2020 Q2 | 4,625,224 | $33,436,977 | +$3,821,680 | $7.23 | 58 |
| 2020 Q1 | 4,101,344 | $25,821,289 | -$9,593,265 | $6.30 | 59 |
| 2019 Q4 | 5,244,745 | $62,298,024 | -$6,515,813 | $11.88 | 60 |
| 2019 Q3 | 5,570,455 | $62,423,360 | -$7,154,822 | $11.20 | 60 |
| 2019 Q2 | 6,171,936 | $73,555,579 | -$1,237,356 | $11.93 | 66 |
| 2019 Q1 | 6,424,084 | $77,761,633 | +$2,037,671 | $12.11 | 68 |
| 2018 Q4 | 6,261,833 | $65,437,000 | +$1,094,851 | $10.45 | 67 |
| 2018 Q3 | 6,107,298 | $89,053,290 | +$1,413,360 | $14.58 | 59 |
| 2018 Q2 | 6,003,673 | $91,356,610 | +$4,400,337 | $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 | +$16,061,476 | $14.18 | 72 |
| 2017 Q3 | 4,738,616 | $65,069,675 | +$3,041,702 | $13.73 | 59 |
| 2017 Q2 | 4,528,315 | $58,890,586 | -$873,385 | $13.00 | 64 |
| 2017 Q1 | 4,589,859 | $63,136,406 | +$3,402,437 | $13.75 | 63 |
| 2016 Q4 | 4,340,230 | $62,690,762 | +$4,632,045 | $14.44 | 66 |
| 2016 Q3 | 4,017,276 | $58,136,079 | +$1,528,150 | $14.48 | 52 |
| 2016 Q2 | 3,913,033 | $55,548,712 | -$242,159 | $14.20 | 58 |
| 2016 Q1 | 3,963,790 | $51,437,886 | -$2,684,078 | $13.00 | 61 |
| 2015 Q4 | 4,245,043 | $53,287,649 | -$1,588,584 | $12.53 | 69 |
| 2015 Q3 | 4,227,355 | $58,397,986 | -$6,523,677 | $13.78 | 54 |
| 2015 Q2 | 4,585,669 | $82,330,305 | -$1,294,484 | $17.97 | 53 |
| 2015 Q1 | 4,549,727 | $92,550,076 | -$14,078,597 | $20.34 | 53 |
| 2014 Q4 | 5,264,467 | $105,052,973 | -$14,173,457 | $19.95 | 60 |
| 2014 Q3 | 5,661,167 | $135,474,486 | -$12,172,032 | $23.92 | 72 |
| 2014 Q2 | 6,103,848 | $164,753,786 | -$4,715,982 | $26.97 | 65 |
| 2014 Q1 | 6,297,830 | $152,273,771 | -$8,833,377 | $24.15 | 65 |