BLACKROCK ENRGY & RES TR (BGR) Top Institutional Shareholders
BLACKROCK ENRGY & RES TR (BGR) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $103.51M in BGR holdings during the latest filing period.
Morgan Stanley is currently the largest disclosed institutional shareholder of BGR tracked by InsiderSet, reporting ownership valued at approximately $24.51M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $21.18M, representing an estimated loss of -13.58% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 64% of the total disclosed BGR value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Wells Fargo & Company/Mn, Invesco Ltd., and several other long-term asset managers with concentrated positions in BLACKROCK ENRGY & RES TR (BGR).
This page ranks the largest institutional BGR shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
85
Total Reported Value
$103.51M
Largest Holder
Morgan Stanley
Largest Position
$24.51M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
92
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.00% | 1,416,041 | $24,511,687 | $21,183,973 | -$3,327,714 | -13.58% | |
| Wells Fargo & Company/Mn | 0.00% | 390,045 | $6,751,681 | $5,835,073 | -$916,608 | -13.58% | |
| Invesco Ltd. | 0.00% | 386,971 | $6,698,468 | $5,789,086 | -$909,382 | -13.58% | |
| Raymond James Financial Inc | 0.00% | 300,954 | $5,209,500 | $4,502,272 | -$707,228 | -13.58% | |
| Cypress Capital Management Llc (Wy) | 4.26% | 265,914 | $4,602,971 | $3,978,073 | -$624,898 | -13.58% | |
| Ubs Group Ag | 0.00% | 235,655 | $4,079,188 | $3,525,399 | -$553,789 | -13.58% | |
| Absolute Investment Advisers, Llc | 0.46% | 228,480 | $3,954,989 | $3,418,061 | -$536,928 | -13.58% | |
| Advisors Asset Management, Inc. | 0.06% | 213,344 | $3,692,985 | $3,191,626 | -$501,359 | -13.58% | |
| Wolverine Asset Management Llc | 0.05% | 196,508 | $3,401,553 | $2,939,760 | -$461,793 | -13.58% | |
| Z3 Capital Partners, Llc | 0.41% | 213,349 | $3,290,938 | $3,191,701 | -$99,237 | -3.02% | |
| Lpl Financial Llc | 0.00% | 182,713 | $3,162,754 | $2,733,386 | -$429,368 | -13.58% | |
| Thomas J. Herzfeld Advisors, Inc. | 1.07% | 181,116 | $3,135,118 | $2,709,495 | -$425,623 | -13.58% | |
| Navis Wealth Advisors, Llc | 1.23% | 138,762 | $2,401,970 | $2,075,880 | -$326,090 | -13.58% | |
| Royal Bank Of Canada | 0.00% | 138,477 | $2,397,000 | $2,071,616 | -$325,384 | -13.57% | |
| Bank Of America Corp | 0.00% | 128,290 | $2,220,695 | $1,919,218 | -$301,477 | -13.58% | |
| Moors & Cabot, Inc. | 0.07% | 92,247 | $1,596,796 | $1,380,015 | -$216,781 | -13.58% | |
| Quarry Lp | 0.31% | 89,687 | $1,552,482 | $1,341,718 | -$210,764 | -13.58% | |
| Osaic Holdings, Inc. | 0.00% | 67,305 | $1,165,083 | $1,006,883 | -$158,200 | -13.58% | |
| Cetera Investment Advisers | 0.00% | 64,454 | $1,115,694 | $964,232 | -$151,462 | -13.58% | |
| Carl P. Sherr & Co., Llc | 0.50% | 60,966 | $1,055,321 | $912,051 | -$143,270 | -13.58% | |
| Formidable Asset Management, Llc | 0.16% | 77,702 | $1,052,085 | $1,162,422 | +$110,337 | +10.49% | |
| Logan Stone Capital, Llc | 0.27% | 55,916 | $967,906 | $836,503 | -$131,403 | -13.58% | |
| Private Advisor Group, Llc | 0.00% | 52,635 | $911,106 | $787,420 | -$123,686 | -13.58% | |
| Apollon Wealth Management, Llc | 0.01% | 52,348 | $906,139 | $783,126 | -$123,013 | -13.58% | |
| Alphacore Capital Llc | 0.02% | 49,871 | $863,267 | $746,070 | -$117,197 | -13.58% | |
| Jane Street Group, Llc | 0.00% | 47,655 | $824,908 | $712,919 | -$111,989 | -13.58% | |
| Ashton Thomas Securities, Llc | 0.10% | 43,855 | $759,130 | $656,071 | -$103,059 | -13.58% | |
| Summit Financial, Llc | 0.01% | 39,912 | $690,868 | $597,084 | -$93,784 | -13.57% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 41,539 | $687,052 | $621,423 | -$65,629 | -9.55% | |
| Creative Planning | 0.00% | 36,354 | $629,283 | $543,856 | -$85,427 | -13.58% | |
| Guggenheim Capital Llc | 0.00% | 35,770 | $619,179 | $535,119 | -$84,060 | -13.58% | |
| Alessandra Capital Management, Llc | 0.25% | 37,950 | $584,815 | $567,732 | -$17,083 | -2.92% | |
| Independent Financial Group, Llc | 0.01% | 65,207 | $584,777 | $975,497 | +$390,720 | +66.82% | |
| Stifel Financial Corp | 0.00% | 32,608 | $564,452 | $487,816 | -$76,636 | -13.58% | |
| Uhlmann Price Securities, Llc | 0.04% | 30,588 | $529,480 | $457,596 | -$71,884 | -13.58% | |
| Nations Financial Group Inc | 0.02% | 27,928 | $483,440 | $417,803 | -$65,637 | -13.58% | |
| Tmb Capital Partners, Llc | 0.13% | 22,084 | $382,275 | $330,377 | -$51,898 | -13.58% | |
| Commonwealth Equity Services, Llc | 0.00% | 21,682 | $375,304 | $324,363 | -$50,941 | -13.57% | |
| Decision Investments, Inc | 0.41% | 21,070 | $364,722 | $315,207 | -$49,515 | -13.58% | |
| Xtx Topco Ltd | 0.01% | 19,255 | $333,304 | $288,055 | -$45,249 | -13.58% | |
| Level Four Advisory Services, Llc | 0.01% | 18,768 | $324,877 | $280,769 | -$44,108 | -13.58% | |
| Allspring Global Investments Holdings, Llc | 0.00% | 15,355 | $265,795 | $229,711 | -$36,084 | -13.58% | |
| Nwf Advisory Services Inc. | 0.03% | 15,303 | $264,894 | $228,933 | -$35,961 | -13.58% | |
| Ameriprise Financial Inc | 0.00% | 15,202 | $263,155 | $227,422 | -$35,733 | -13.58% | |
| Hightower Advisors, Llc | 0.00% | 15,180 | $262,750 | $227,093 | -$35,657 | -13.57% | |
| Wealth Effects Llc | 0.09% | 15,000 | $259,650 | $224,400 | -$35,250 | -13.58% | |
| Mml Investors Services, Llc | 0.00% | 12,894 | $223,191 | $192,894 | -$30,297 | -13.57% | |
| Truist Financial Corp | 0.00% | 12,541 | $217,085 | $187,613 | -$29,472 | -13.58% | |
| Fifth Third Bancorp | 0.00% | 12,268 | $212,359 | $183,529 | -$28,830 | -13.58% | |
| Cypress Capital Group | 0.02% | 12,024 | $208,135 | $179,879 | -$28,256 | -13.58% |
Frequently asked questions about BGR
Who owns the most BGR stock?
The largest holders of BGR are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for BLACKROCK ENRGY & RES TR (BGR).
Is BGR widely held by superinvestors?
Many widely followed stocks like BGR appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly BGR is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.