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 (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Morgan Stanley, Advisors Asset Management, Inc., Thomas J. Herzfeld Advisors, Inc., Navis Wealth Advisors, Llc, and Quarry Lp.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Wells Fargo & Company/Mn | Buy | +51,738 | +15.3% | 390,045 | $6.75M | Q1 2026 | Jul 08, 2026 |
| Bank Of America Corp | Sell | -702 | -0.5% | 128,290 | $2.22M | Q1 2026 | May 18, 2026 |
| Ashton Thomas Securities, Llc | Sell | -500 | -1.1% | 43,855 | $759.13K | Q1 2026 | May 18, 2026 |
| Sunbelt Securities, Inc. | Buy | +21 | +1.9% | 1,156 | $20.01K | Q1 2026 | May 18, 2026 |
| Morgan Stanley | Buy | +272,730 | +23.9% | 1,416,041 | $24.51M | Q1 2026 | May 15, 2026 |
| Advisors Asset Management, Inc. | Buy | +213,344 | — | 213,344 | $3.69M | Q1 2026 | May 15, 2026 |
| Navis Wealth Advisors, Llc | Buy | +120,106 | +643.8% | 138,762 | $2.40M | Q1 2026 | May 15, 2026 |
| Quarry Lp | Buy | +89,687 | — | 89,687 | $1.55M | Q1 2026 | May 15, 2026 |
| Logan Stone Capital, Llc | Buy | +55,916 | — | 55,916 | $967.91K | Q1 2026 | May 15, 2026 |
| Xtx Topco Ltd | Buy | +19,255 | — | 19,255 | $333.30K | Q1 2026 | May 15, 2026 |
| Royal Bank Of Canada | Buy | +18,474 | +15.4% | 138,477 | $2.40M | Q1 2026 | May 15, 2026 |
| Summit Financial, Llc | Sell | -14,383 | -26.5% | 39,912 | $690.87K | Q1 2026 | May 15, 2026 |
| Guggenheim Capital Llc | Buy | +12,379 | +52.9% | 35,770 | $619.18K | Q1 2026 | May 15, 2026 |
| Cypress Capital Group | Buy | +12,024 | — | 12,024 | $208.13K | Q1 2026 | May 15, 2026 |
| Osaic Holdings, Inc. | Buy | +4,238 | +6.7% | 67,305 | $1.17M | Q1 2026 | May 15, 2026 |
| Alphacore Capital Llc | Buy | +629 | +1.3% | 49,871 | $863.27K | Q1 2026 | May 15, 2026 |
| Raymond James Financial Inc | Buy | +16,602 | +5.8% | 300,954 | $5.21M | Q1 2026 | May 14, 2026 |
| Eversource Wealth Advisors, Llc | Sell | -4,720 | -94.0% | 300 | $8.03K | Q1 2026 | May 14, 2026 |
| Level Four Advisory Services, Llc | Buy | +2,691 | +16.7% | 18,768 | $324.88K | Q1 2026 | May 14, 2026 |
| Cwm, Llc | Buy | +201 | — | 201 | $3.48K | Q1 2026 | May 14, 2026 |
| Rockefeller Capital Management L.P. | Buy | +29 | +0.5% | 5,307 | $91.88K | Q1 2026 | May 14, 2026 |
| Choreo, Llc | Buy | +11,233 | — | 11,233 | $194.44K | Q1 2026 | May 13, 2026 |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | Buy | +3,026 | — | 3,026 | $52.38K | Q1 2026 | May 13, 2026 |
| Cetera Investment Advisers | Buy | +2,864 | +4.7% | 64,454 | $1.12M | Q1 2026 | May 13, 2026 |
| Thomas J. Herzfeld Advisors, Inc. | Buy | +181,116 | — | 181,116 | $3.14M | Q1 2026 | May 12, 2026 |
| Jane Street Group, Llc | Buy | +30,938 | +185.1% | 47,655 | $824.91K | Q1 2026 | May 12, 2026 |
| Stifel Financial Corp | Sell | -5,973 | -15.5% | 32,608 | $564.45K | Q1 2026 | May 12, 2026 |
| Creative Planning | Sell | -84 | -0.2% | 36,354 | $629.28K | Q1 2026 | May 12, 2026 |
| Cypress Capital Management Llc (Wy) | Sell | -41,781 | -13.6% | 265,914 | $4.60M | Q1 2026 | May 08, 2026 |
| Moors & Cabot, Inc. | Buy | +7,836 | +9.3% | 92,247 | $1.60M | Q1 2026 | May 08, 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.
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