BLACKROCK ENRGY & RES TR (BGR) Institutional Ownership Changes & 13F Activity

BLACKROCK ENRGY & RES TR (BGR). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Invesco Ltd., Allspring Global Investments Holdings, Llc, Morgan Stanley, Wolverine Asset Management Llc, and Saba Capital Management, L.P..

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Beacon Pointe Advisors, LlcBuy+38,19738,197$566.08KQ2 2026Aug 18, 2026
Invesco Ltd.Buy+438,330438,330$6.50MQ2 2026Aug 14, 2026
Saba Capital Management, L.P.Buy+93,44093,440$1.38MQ2 2026Aug 14, 2026
Logan Stone Capital, LlcBuy+63,177+113.0%119,093$1.76MQ2 2026Aug 14, 2026
Raymond James Financial IncSell-33,960-11.3%266,994$3.96MQ2 2026Aug 14, 2026
Ameriprise Financial IncBuy+21,32821,328$316.08KQ2 2026Aug 14, 2026
Advisors Asset Management, Inc.Buy+18,443+8.6%231,787$3.44MQ2 2026Aug 14, 2026
Bank Of America CorpBuy+15,343+12.0%143,633$2.13MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+13,456+3.4%403,501$5.98MQ2 2026Aug 14, 2026
Susquehanna International Group, LlpBuy+11,33811,338$168.03KQ2 2026Aug 14, 2026
Readystate Asset Management LpBuy+11,08811,088$164.32KQ2 2026Aug 14, 2026
Xtx Topco LtdBuy+7,801+40.5%27,056$400.97KQ2 2026Aug 14, 2026
Ifg Advisory, LlcBuy+2,6372,637$39.08KQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+1,823+1.3%140,300$2.08MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+1,566+2.3%68,871$1.02MQ2 2026Aug 14, 2026
Quarry LpBuy+1,465+1.6%91,152$1.35MQ2 2026Aug 14, 2026
Mcguire Capital Advisors IncBuy+1+2.0%50$746.00Q2 2026Aug 14, 2026
Allspring Global Investments Holdings, LlcBuy+222,519+1449.2%237,874$3.53MQ2 2026Aug 13, 2026
Morgan StanleySell-198,919-14.0%1,217,122$18.04MQ2 2026Aug 13, 2026
Ubs Group AgSell-30,280-12.8%205,375$3.04MQ2 2026Aug 13, 2026
Mariner, LlcBuy+15,85815,858$235.02KQ2 2026Aug 13, 2026
Guggenheim Capital LlcBuy+15,066+42.1%50,836$753.39KQ2 2026Aug 12, 2026
Summit Financial, LlcSell-12,771-32.0%27,141$402.23KQ2 2026Aug 12, 2026
Stifel Financial CorpSell-12,576-38.6%20,032$296.87KQ2 2026Aug 12, 2026
Cetera Investment AdvisersBuy+1,004+1.6%65,458$970.09KQ2 2026Aug 12, 2026
Shp Wealth ManagementSell-1,364-59.8%916$13.57KQ2 2026Aug 11, 2026
Wolverine Asset Management LlcBuy+123,871+63.0%320,379$4.75MQ2 2026Aug 10, 2026
Thomas J. Herzfeld Advisors, Inc.Buy+56,959+31.4%238,075$3.53MQ2 2026Aug 10, 2026
Level Four Advisory Services, LlcSell-6,635-35.4%12,133$179.82KQ2 2026Aug 10, 2026
Mezzasalma Advisors, LlcBuy+98+0.9%11,597$171.86KQ2 2026Aug 10, 2026
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Frequently asked questions about BGR activity

  • Which institutional owners are buying BGR?

    Institutional owners buying BGR include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in BGR activity?

    "Buy" means an investor increased their reported position in BGR compared to the prior reporting period. This reflects growing exposure to BLACKROCK ENRGY & RES TR (BGR) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in BGR increasing?

    Institutional interest in BGR can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.