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

Q4 2025 13F Holders as of 31 Dec 2025

Type / Class
Equity / Mutual Fund COM
Shares outstanding
25,734,429
Total 13F shares
265,282
Share change
-204,810
Total reported value
$3,601,073
Price per share
$13.54
Number of holders
11
Value change
-$2,771,514
Number of buys
4
Number of sells
2

Institutional Holders of BlackRock Energy & Resources Trust - Mutual Fund COM (BGR) as of Q4 2025

As of 31 Dec 2025, BlackRock Energy & Resources Trust - Mutual Fund COM (BGR) was held by 11 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 265,282 shares. The largest 10 holders included Formidable Asset Management, LLC, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, Apollon Wealth Management, LLC, UHLMANN PRICE SECURITIES, LLC, Allspring Global Investments Holdings, LLC, Mezzasalma Advisors, LLC, SPIREPOINT PRIVATE CLIENT, LLC, EVERMAY WEALTH MANAGEMENT LLC, Founders Capital Management, and Investment Research & Advisory Group, Inc.. This page lists 11 institutional shareholders reporting positions in this security for the Q4 2025 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.