$BGR

$18.30 -$0.29 (1.56%) Close

$BGR Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 25.5M shares outstanding

Who owns BGR?

By type of holder

Institutions 24.6% Insiders 0.0% Everyone else 75.4%

Concentration Top 10 holders own 15.1%

Morgan Stanley 4.8% · Invesco Ltd. 1.7%

Institutional ownership

24.6%

+1.3 pts vs last qtr

Institutional holders

+3 vs last qtr

Net shares bought

+338.4K

by institutions in Q2 2026

New / sold out

11 / 8

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Allspring Global Investments Holdings, LLC +222.5K
Wolverine Asset Management LLC +123.9K

Biggest sellers in Q2 2026

Morgan Stanley −198.9K
Navis Wealth Advisors, LLC SOLD OUT −138.8K

Who is planning to sell?

No insider has filed a notice of proposed sale (Form 144) for BlackRock Energy and Resources Trust in the last 12 months.

Is your stake being diluted?

There are not yet two fiscal years of reported share counts for BlackRock Energy and Resources Trust.

How patient are the owners?

Institutional shares by how long they've been held

5+ years48% 3–5 years11% 1–3 years16% Under 1 year26%

Quarterly turnover

12.0%

of institutional shares changed hands

Top 10 managers, median time held

4 years

Super Investors

Investment managers reporting BGR on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
MS Morgan Stanley	1.2M	4.78%	−198.9K (−14.0%)	≤2021	0.0%
Shares held by quarter Peak holding1.4M (Q1'26) Change over 8 quarters+121.7K Share of the company4.780% Morgan Stanley's full portfolio →
I Invesco Ltd.	438.3K	1.72%	+51.4K (+13.3%)	≤2021	0.0%
Shares held by quarter Peak holding523.6K (Q3'24) Change over 8 quarters−85.2K Share of the company1.720% Invesco Ltd.'s full portfolio →

Morgan Stanley

1.2M

% of company

4.78%

Change vs last qtr

−198.9K (−14.0%)

Held since

≤2021

Invesco Ltd.

438.3K

% of company

1.72%

Change vs last qtr

+51.4K (+13.3%)

Held since

≤2021

28 more super investors behind a free account

See every manager holding BlackRock Energy and Resources Trust, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting BGR on Form N-PORT; together they hold 1.3% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
IC Invesco CEF Income Composite ETF Invesco Exchange-Traded Fund Trust II	$4.83M	311.4K	1.22%	0.58%	May 31, 2026
AC Absolute Cef Opportunities Unified Series Trust	$202K	11.7K	0.05%	3.56%	March 31, 2026

Invesco CEF Income Composite ETF

Invesco Exchange-Traded Fund Trust II

Position value

$4.83M

% of company

1.22%

% of the fund

0.58%

As of

May 31, 2026

Absolute Cef Opportunities

Unified Series Trust

Position value

$202K

% of company

0.05%

% of the fund

3.56%

As of

March 31, 2026

2 more funds behind a free account

See every fund holding BlackRock Energy and Resources Trust and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
MK McClements Kyle Insider	2.7K	0.01%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company0.010% McClements Kyle's insider activity →
MS Minar Stephen Thomas Insider	1.9K	0.01%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company0.010% Minar Stephen Thomas's insider activity →

McClements Kyle

Insider

2.7K

% of company

0.01%

Change vs last qtr

—

Held since

—

Minar Stephen Thomas

Insider

1.9K

% of company

0.01%

Change vs last qtr

—

Held since

—

Comments