BGR BlackRock Energy & Resources Trust: institutional ownership and insider trading
92 funds reported holding $92.1M of BlackRock Energy & Resources Trust in their latest 13F filings; in Q2 2026 funds net bought $5.19M, with 11 new positions and 6 funds selling out; over the last 12 months insiders bought $64.4K and sold $0 on the open market.
Largest institutional holders of BGR
- MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) — $18.0M
- Invesco Ltd. (IVZ) — $6.50M
- WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) — $5.98M
- WOLVERINE ASSET MANAGEMENT LLC — $4.75M
- Cypress Capital Management LLC (WY) — $4.18M
- RAYMOND JAMES FINANCIAL INC (RJF, RJF-PB) — $3.96M
- Thomas J. Herzfeld Advisors, Inc. — $3.53M
- Allspring Global Investments Holdings, LLC — $3.53M
- Advisors Asset Management, Inc. — $3.44M
- UBS Group AG (UBS) — $3.04M
Recent BGR insider trades
- Feb 10, 2026: Minar Stephen Thomas bought 4,320 shares ($64.4K)
Who owns the most BGR stock?
The largest institutional holders of BlackRock Energy & Resources Trust in the latest 13F filings are MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) ($18.0M), Invesco Ltd. (IVZ) ($6.50M), WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) ($5.98M).
Are insiders buying or selling BGR?
Over the last 12 months insiders bought $64.4K and sold $0 of BlackRock Energy & Resources Trust stock on the open market (SEC Form 4).
Which ETFs hold BGR?
2 ETFs and mutual funds hold it among their top 100 positions, including PCEF, ACEFX.