13F Insight
DOSSIER · 13F Holders · Q1 2026
BGR

BLACKROCK ENERGY & RES TR

88 institutions still hold BLACKROCK ENERGY & RES TR as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 09250U101·88 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$84M
visible holders
Holders
88
filers reporting
Concentration
29.16%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q1 2026

88 institutions reported BGR in Q1 2026. MORGAN STANLEY leads at 29.2% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$25M1.4M0.00%Q1 202602
WELLS FARGO & COMPANY/MN
CIK 0000072971
$7M390K0.00%Q1 202603
Invesco Ltd.
CIK 0000914208
$7M387K0.00%Q1 202604
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$5M301K0.00%Q1 202605
Cypress Capital Management LLC (WY)
CIK 0001633896
$5M266K4.26%Q1 202606
UBS Group AG
CIK 0001610520
$4M236K0.00%Q1 202607
Advisors Asset Management, Inc.
CIK 0001297376
$4M213K0.06%Q1 202608
WOLVERINE ASSET MANAGEMENT LLC
CIK 0001279891
$3M197K0.03%Q1 202609
ABSOLUTE INVESTMENT ADVISERS, LLC
CIK 0001316187
$3M217K0.31%Q2 202610
LPL Financial LLC
CIK 0001403438
$3M183K0.00%Q1 202611
Thomas J. Herzfeld Advisors, Inc.
CIK 0001509510
$3M181K1.07%Q1 202612
Navis Wealth Advisors, LLC
CIK 0001849055
$2M139K1.23%Q1 202613
ROYAL BANK OF CANADA
CIK 0001000275
$2M138K0.00%Q1 202614
BANK OF AMERICA CORP /DE/
CIK 0000070858
$2M128K0.00%Q1 202615
Z3 Capital Partners, LLC
CIK 0002127787
$2M107K0.47%Q1 202616
Moors & Cabot, Inc.
CIK 0001607239
$2M92K0.07%Q1 202617
Quarry LP
CIK 0001965207
$2M90K0.28%Q1 202618
Formidable Asset Management, LLC
CIK 0001592613
$1M75K0.21%Q2 202619
OSAIC HOLDINGS, INC.
CIK 0001677044
$1M67K0.00%Q1 202620
Cetera Investment Advisers
CIK 0001666741
$1M64K0.00%Q1 2026
Page 1 of 5
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Insiders at BLACKROCK ENERGY & RES TR
Mcclements Kyle →Hume Mark →Bishop Alastair →Accettella Christopher →