Who Owns BLACKROCK ENERGY & RES TR (BGR)? -- Institutional Holders (2026-03-31)

93 institutions reported holding $102.3M of BLACKROCK ENERGY & RES TR (BGR) in SEC 13F filings for 2026-03-31. Largest institutional holders: MORGAN STANLEY ($24.5M), WELLS FARGO & COMPANY/MN ($6.8M), Invesco Ltd. ($6.7M), RAYMOND JAMES FINANCIAL INC ($5.2M), Cypress Capital Management LLC (WY) ($4.6M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1MORGAN STANLEY$24.5M1.4MAdded
2WELLS FARGO & COMPANY/MN$6.8M390,045Added
3Invesco Ltd.$6.7M386,971Added
4RAYMOND JAMES FINANCIAL INC$5.2M300,954Added
5Cypress Capital Management LLC (WY)$4.6M265,914Trimmed
6UBS Group AG$4.1M235,655Added
7ABSOLUTE INVESTMENT ADVISERS, LLC$4.0M228,480New
8Advisors Asset Management, Inc.$3.7M213,344Trimmed
9WOLVERINE ASSET MANAGEMENT LLC$3.4M196,508New
10LPL Financial LLC$3.2M182,713Trimmed
11Thomas J. Herzfeld Advisors, Inc.$3.1M181,116New
12Navis Wealth Advisors, LLC$2.4M138,762Added
13Royal Bank of Canada$2.4M138,477Added
14BANK OF AMERICA CORP /DE/$2.2M128,290Trimmed
15Z3 Capital Partners, LLC$1.8M106,681Added
16Moors & Cabot, Inc.$1.6M92,247Added
17Quarry LP$1.6M89,687New
18OSAIC HOLDINGS, INC.$1.2M67,305Added
19Cetera Investment Advisers$1.1M64,454Added
20Carl P. Sherr & Co., LLC$1.1M60,966Hold
21Formidable Asset Management, LLC$1.1M77,702Added
22Logan Stone Capital, LLC$967,90655,916New
23Private Advisor Group, LLC$911,10652,635Added
24Apollon Wealth Management, LLC$906,13952,348Trimmed
25AlphaCore Capital LLC$863,26749,871Added

Source: SEC Form 13F filings · as of 2026-03-31