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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Wells Fargo & Company/MnBuy+51,738+15.3%390,045$6.75MQ1 2026Jul 08, 2026
Bank Of America CorpSell-702-0.5%128,290$2.22MQ1 2026May 18, 2026
Ashton Thomas Securities, LlcSell-500-1.1%43,855$759.13KQ1 2026May 18, 2026
Sunbelt Securities, Inc.Buy+21+1.9%1,156$20.01KQ1 2026May 18, 2026
Morgan StanleyBuy+272,730+23.9%1,416,041$24.51MQ1 2026May 15, 2026
Advisors Asset Management, Inc.Buy+213,344—213,344$3.69MQ1 2026May 15, 2026
Navis Wealth Advisors, LlcBuy+120,106+643.8%138,762$2.40MQ1 2026May 15, 2026
Quarry LpBuy+89,687—89,687$1.55MQ1 2026May 15, 2026
Logan Stone Capital, LlcBuy+55,916—55,916$967.91KQ1 2026May 15, 2026
Xtx Topco LtdBuy+19,255—19,255$333.30KQ1 2026May 15, 2026
Royal Bank Of CanadaBuy+18,474+15.4%138,477$2.40MQ1 2026May 15, 2026
Summit Financial, LlcSell-14,383-26.5%39,912$690.87KQ1 2026May 15, 2026
Guggenheim Capital LlcBuy+12,379+52.9%35,770$619.18KQ1 2026May 15, 2026
Cypress Capital GroupBuy+12,024—12,024$208.13KQ1 2026May 15, 2026
Osaic Holdings, Inc.Buy+4,238+6.7%67,305$1.17MQ1 2026May 15, 2026
Alphacore Capital LlcBuy+629+1.3%49,871$863.27KQ1 2026May 15, 2026
Raymond James Financial IncBuy+16,602+5.8%300,954$5.21MQ1 2026May 14, 2026
Eversource Wealth Advisors, LlcSell-4,720-94.0%300$8.03KQ1 2026May 14, 2026
Level Four Advisory Services, LlcBuy+2,691+16.7%18,768$324.88KQ1 2026May 14, 2026
Cwm, LlcBuy+201—201$3.48KQ1 2026May 14, 2026
Rockefeller Capital Management L.P.Buy+29+0.5%5,307$91.88KQ1 2026May 14, 2026
Choreo, LlcBuy+11,233—11,233$194.44KQ1 2026May 13, 2026
Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas LlcBuy+3,026—3,026$52.38KQ1 2026May 13, 2026
Cetera Investment AdvisersBuy+2,864+4.7%64,454$1.12MQ1 2026May 13, 2026
Thomas J. Herzfeld Advisors, Inc.Buy+181,116—181,116$3.14MQ1 2026May 12, 2026
Jane Street Group, LlcBuy+30,938+185.1%47,655$824.91KQ1 2026May 12, 2026
Stifel Financial CorpSell-5,973-15.5%32,608$564.45KQ1 2026May 12, 2026
Creative PlanningSell-84-0.2%36,354$629.28KQ1 2026May 12, 2026
Cypress Capital Management Llc (Wy)Sell-41,781-13.6%265,914$4.60MQ1 2026May 08, 2026
Moors & Cabot, Inc.Buy+7,836+9.3%92,247$1.60MQ1 2026May 08, 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.