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..
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Beacon Pointe Advisors, Llc | Buy | +38,197 | — | 38,197 | $566.08K | Q2 2026 | Aug 18, 2026 |
| Invesco Ltd. | Buy | +438,330 | — | 438,330 | $6.50M | Q2 2026 | Aug 14, 2026 |
| Saba Capital Management, L.P. | Buy | +93,440 | — | 93,440 | $1.38M | Q2 2026 | Aug 14, 2026 |
| Logan Stone Capital, Llc | Buy | +63,177 | +113.0% | 119,093 | $1.76M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Sell | -33,960 | -11.3% | 266,994 | $3.96M | Q2 2026 | Aug 14, 2026 |
| Ameriprise Financial Inc | Buy | +21,328 | — | 21,328 | $316.08K | Q2 2026 | Aug 14, 2026 |
| Advisors Asset Management, Inc. | Buy | +18,443 | +8.6% | 231,787 | $3.44M | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Buy | +15,343 | +12.0% | 143,633 | $2.13M | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Buy | +13,456 | +3.4% | 403,501 | $5.98M | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Buy | +11,338 | — | 11,338 | $168.03K | Q2 2026 | Aug 14, 2026 |
| Readystate Asset Management Lp | Buy | +11,088 | — | 11,088 | $164.32K | Q2 2026 | Aug 14, 2026 |
| Xtx Topco Ltd | Buy | +7,801 | +40.5% | 27,056 | $400.97K | Q2 2026 | Aug 14, 2026 |
| Ifg Advisory, Llc | Buy | +2,637 | — | 2,637 | $39.08K | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Buy | +1,823 | +1.3% | 140,300 | $2.08M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +1,566 | +2.3% | 68,871 | $1.02M | Q2 2026 | Aug 14, 2026 |
| Quarry Lp | Buy | +1,465 | +1.6% | 91,152 | $1.35M | Q2 2026 | Aug 14, 2026 |
| Mcguire Capital Advisors Inc | Buy | +1 | +2.0% | 50 | $746.00 | Q2 2026 | Aug 14, 2026 |
| Allspring Global Investments Holdings, Llc | Buy | +222,519 | +1449.2% | 237,874 | $3.53M | Q2 2026 | Aug 13, 2026 |
| Morgan Stanley | Sell | -198,919 | -14.0% | 1,217,122 | $18.04M | Q2 2026 | Aug 13, 2026 |
| Ubs Group Ag | Sell | -30,280 | -12.8% | 205,375 | $3.04M | Q2 2026 | Aug 13, 2026 |
| Mariner, Llc | Buy | +15,858 | — | 15,858 | $235.02K | Q2 2026 | Aug 13, 2026 |
| Guggenheim Capital Llc | Buy | +15,066 | +42.1% | 50,836 | $753.39K | Q2 2026 | Aug 12, 2026 |
| Summit Financial, Llc | Sell | -12,771 | -32.0% | 27,141 | $402.23K | Q2 2026 | Aug 12, 2026 |
| Stifel Financial Corp | Sell | -12,576 | -38.6% | 20,032 | $296.87K | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | Buy | +1,004 | +1.6% | 65,458 | $970.09K | Q2 2026 | Aug 12, 2026 |
| Shp Wealth Management | Sell | -1,364 | -59.8% | 916 | $13.57K | Q2 2026 | Aug 11, 2026 |
| Wolverine Asset Management Llc | Buy | +123,871 | +63.0% | 320,379 | $4.75M | Q2 2026 | Aug 10, 2026 |
| Thomas J. Herzfeld Advisors, Inc. | Buy | +56,959 | +31.4% | 238,075 | $3.53M | Q2 2026 | Aug 10, 2026 |
| Level Four Advisory Services, Llc | Sell | -6,635 | -35.4% | 12,133 | $179.82K | Q2 2026 | Aug 10, 2026 |
| Mezzasalma Advisors, Llc | Buy | +98 | +0.9% | 11,597 | $171.86K | Q2 2026 | Aug 10, 2026 |
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.
Related BGR Institutional Insights
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