Security Snapshot

BlackRock Energy & Resources Trust - Mutual Fund COM (BGR) Institutional Ownership

CUSIP: 09250U101

13F Institutional Holders and Ownership History from Q1 2014 to Q1 2026

Latest Period

Q4 2025

Institutions Reporting

77

Shares (Excl. Options)

4,938,942

Price

$13.54

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Type / Class
Equity / Mutual Fund COM
Symbol
BGR on NYSE
Shares outstanding
25,734,429
Price per share
$17.31
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
4,938,942
Total reported value
$67,002,782
% of total 13F portfolios
0%
Share change
-229,709
Value change
-$2,988,978
Number of holders
77
Price from insider filings
$17.31
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Quick Takeaways

  • BGR - BlackRock Energy & Resources Trust - Mutual Fund COM is tracked under CUSIP 09250U101.
  • 77 institutions reported positions in Q4 2025.
  • 1 significant owner is listed from Schedule 13D/13G reporting.

What Changed

  • Holder count moved from 77 to 65 between Q4 2025 and Q1 2026.
  • Reported value moved from $67,002,782 to $59,100,820.

Why This Matters

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Source Evidence

Source: SEC Form 13F

Latest holder context comes from 77 institutions filings for Q4 2025.

Open SEC Evidence

Investment Quick Answers

What is CUSIP 09250U101?
CUSIP 09250U101 identifies BGR - BlackRock Energy & Resources Trust - Mutual Fund COM in SEC 13F datasets.

Where can I see the latest institutional holders?
Review the Q4 2025 holders report and the ownership history table below.

Significant Owners of BlackRock Energy & Resources Trust - Mutual Fund COM (BGR) based on Schedule 13D/G filings

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 31 Dec 2025, 77 institutional investors reported holding 4,938,942 shares of BlackRock Energy & Resources Trust - Mutual Fund COM (BGR). This represents 19% of the company’s total 25,734,429 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of BlackRock Energy & Resources Trust - Mutual Fund COM (BGR) together control 17% 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% 1,143,311 +0.06% 0% $15,480,433
WELLS FARGO & COMPANY/MN 1.3% 338,307 -11% 0% $4,580,683
Invesco Ltd. 1.2% 311,975 -18% 0% $4,224,141
Cypress Capital Management LLC (WY) 1.2% 307,695 -0.05% 3.9% $4,166,190
RAYMOND JAMES FINANCIAL INC 1.1% 284,352 +1.9% 0% $3,850,125
UBS Group AG 0.88% 225,951 +1.2% 0% $3,059,377
Advisors Asset Management, Inc. 0.88% 225,374 -15% 0.05% $3,051,564
LPL Financial LLC 0.74% 190,715 -2% 0% $2,582,276
TRUIST FINANCIAL CORP 0.65% 167,142 +4% 0% $2,263,106
BANK OF AMERICA CORP /DE/ 0.5% 128,992 -17% 0% $1,746,545
ROYAL BANK OF CANADA 0.47% 120,003 -20% 0% $1,625,000
Z3 Capital Partners, LLC 0.41% 106,668 0% 0.35% $1,444,284
Moors & Cabot, Inc. 0.33% 84,411 +28% 0.05% $1,142,925
&PARTNERS 0.3% 77,437 0.01% $1,048,495
Formidable Asset Management, LLC 0.29% 74,339 0.15% $1,008,780
Samalin Investment Counsel, LLC 0.28% 71,383 -4.8% 0.34% $966,522
OSAIC HOLDINGS, INC. 0.25% 63,067 +2.2% 0% $853,932
Cetera Investment Advisers 0.24% 61,590 +5% 0% $833,936
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.24% 61,097 -18% 0% $830,312
Carl P. Sherr & Co., LLC 0.24% 60,966 0.42% $946,192
Summit Financial, LLC 0.21% 54,295 +17% 0.01% $735,154
Apollon Wealth Management, LLC 0.21% 53,404 +0.2% 0.01% $723,094
Private Advisor Group, LLC 0.19% 49,389 +19% 0% $668,722
AlphaCore Capital LLC 0.19% 49,242 +42% 0.01% $666,731
ASHTON THOMAS SECURITIES, LLC 0.17% 44,355 -3.5% 0.11% $600,567

Institutional Holders of BlackRock Energy & Resources Trust - Mutual Fund COM (BGR) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q1 3,433,014 $59,100,820 +$8,508,048 $17.31 65
2025 Q4 4,938,942 $67,002,782 -$2,988,978 $13.54 77
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
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