Who Owns BLACKROCK ENERGY (BGR)? -- Institutional Holders (2026-06-30)

95 institutions reported holding $93.2M of BLACKROCK ENERGY (BGR) in SEC 13F filings for 2026-06-30. Largest institutional holders: MORGAN STANLEY ($18.0M), Invesco Ltd. ($6.5M), WELLS FARGO & COMPANY/MN ($6.0M), WOLVERINE ASSET MANAGEMENT LLC ($4.7M), Cypress Capital Management LLC (WY) ($4.2M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1MORGAN STANLEY$18.0M1.2MTrimmed
2Invesco Ltd.$6.5M438,330Added
3WELLS FARGO & COMPANY/MN$6.0M403,501Added
4WOLVERINE ASSET MANAGEMENT LLC$4.7M320,379Added
5Cypress Capital Management LLC (WY)$4.2M281,912Added
6RAYMOND JAMES FINANCIAL INC$4.0M266,994Trimmed
7Thomas J. Herzfeld Advisors, Inc.$3.5M238,075Added
8Allspring Global Investments Holdings, LLC$3.5M237,874Added
9Advisors Asset Management, Inc.$3.4M231,787Added
10ABSOLUTE INVESTMENT ADVISERS, LLC$3.2M216,502Trimmed
11UBS Group AG$3.0M205,375Trimmed
12LPL Financial LLC$2.8M188,142Added
13BANK OF AMERICA CORP /DE/$2.1M143,633Added
14Royal Bank of Canada$2.1M140,300Added
15Logan Stone Capital, LLC$1.8M119,093Added
16Z3 Capital Partners, LLC$1.4M94,281Trimmed
17Saba Capital Management, L.P.$1.4M93,440New
18Moors & Cabot, Inc.$1.4M92,225Trimmed
19Quarry LP$1.4M91,152Added
20Formidable Asset Management, LLC$1.3M75,314Trimmed
21OSAIC HOLDINGS, INC.$1.0M68,871Added
22Cetera Investment Advisers$970,08565,458Added
23Carl P. Sherr & Co., LLC$903,51660,966Hold
24Stolper Co$861,00058,102New
25Private Advisor Group, LLC$838,86356,603Added

来源：SEC 13F 申报文件 · 截至 2026-06-30