BlackRock Energy and Resources TrustBGRNYSE
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Institutional Ownership
Top 111 Institutional Holders
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| MORGAN STANLEY | 1.14M | Dec 31, 25 | +678 | 4.49% |
| WELLS FARGO & COMPANY/MN | 338.31K | Dec 31, 25 | -40.02K | 1.33% |
| Invesco Ltd. | 311.98K | Dec 31, 25 | -68.35K | 1.23% |
| Cypress Capital Management LLC (WY) | 307.69K | Dec 31, 25 | -140 | 1.21% |
| RAYMOND JAMES FINANCIAL INC | 284.35K | Dec 31, 25 | +5.29K | 1.12% |
| UBS Group AG | 225.95K | Dec 31, 25 | +2.76K | 0.89% |
| Advisors Asset Management, Inc. | 225.37K | Dec 31, 25 | -39.57K | 0.89% |
| LPL Financial LLC | 190.72K | Dec 31, 25 | -3.94K | 0.75% |
| TRUIST FINANCIAL CORP | 167.14K | Dec 31, 25 | +6.36K | 0.66% |
| BANK OF AMERICA CORP /DE/ | 128.99K | Dec 31, 25 | -25.53K | 0.51% |
| ROYAL BANK OF CANADA | 120.00K | Dec 31, 25 | -29.86K | 0.47% |
| Moors & Cabot, Inc. | 84.41K | Dec 31, 25 | +18.42K | 0.33% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 77.44K | Dec 31, 25 | +77.44K | 0.30% |
| Formidable Asset Management, LLC | 74.34K | Dec 31, 25 | +74.34K | 0.29% |
| Samalin Investment Counsel, LLC | 71.38K | Dec 31, 25 | -3.56K | 0.28% |
| ADVISOR GROUP HOLDINGS, INC. | 63.07K | Dec 31, 25 | +1.34K | 0.25% |
| Cetera Investment Advisers | 61.59K | Dec 31, 25 | +2.94K | 0.24% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 61.10K | Dec 31, 25 | -12.96K | 0.24% |
| Carl P. Sherr & Co., LLC | 60.97K | Dec 31, 25 | +60.97K | 0.24% |
| Summit Financial, LLC | 54.30K | Dec 31, 25 | +8.06K | 0.21% |
| Apollon Wealth Management, LLC | 53.40K | Dec 31, 25 | +105 | 0.21% |
| Private Advisor Group, LLC | 49.39K | Dec 31, 25 | +7.79K | 0.19% |
| AlphaCore Capital LLC | 49.24K | Dec 31, 25 | +14.50K | 0.19% |
| EXCEL SECURITIES & ASSOCIATES, INC. | 44.35K | Dec 31, 25 | -1.60K | 0.17% |
| Janney Montgomery Scott LLC | 38.59K | Dec 31, 25 | +3.87K | 0.15% |
| STIFEL FINANCIAL CORP | 38.58K | Dec 31, 25 | +6.35K | 0.15% |
| Creative Planning | 36.44K | Dec 31, 25 | +4.35K | 0.14% |
| MGB Wealth Management, LLC | 34.20K | Dec 31, 25 | +390 | 0.13% |
| UHLMANN PRICE SECURITIES, LLC | 30.15K | Dec 31, 25 | +640 | 0.12% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 26.97K | Dec 31, 25 | -85 | 0.11% |
| GUGGENHEIM CAPITAL LLC | 23.39K | Dec 31, 25 | -14.51K | 0.09% |
| COMMONWEALTH EQUITY SERVICES, LLC | 22.85K | Dec 31, 25 | +2.84K | 0.09% |
| Navis Wealth Advisors, LLC | 18.66K | Dec 31, 25 | +18.66K | 0.07% |
| Allspring Global Investments Holdings, LLC | 16.95K | Dec 31, 25 | -267.04K | 0.07% |
| JANE STREET GROUP, LLC | 16.72K | Dec 31, 25 | +16.72K | 0.07% |
| LEVEL FOUR ADVISORY SERVICES, LLC | 16.08K | Dec 31, 25 | +215 | 0.06% |
| AMERIPRISE FINANCIAL INC | 15.97K | Dec 31, 25 | +2.67K | 0.06% |
| CENTAURUS FINANCIAL, INC. | 15.88K | Dec 31, 25 | -- | 0.06% |
| Mariner, LLC | 15.20K | Dec 31, 25 | -2.28K | 0.06% |
| WEALTH EFFECTS LLC | 15.00K | Dec 31, 25 | -2.00K | 0.06% |
| HighTower Advisors, LLC | 13.60K | Dec 31, 25 | +73 | 0.05% |
| MML INVESTORS SERVICES, LLC | 12.81K | Dec 31, 25 | +103 | 0.05% |
| Mezzasalma Advisors, LLC | 11.40K | Dec 31, 25 | +109 | 0.04% |
| COMERICA BANK | 11.33K | Dec 31, 25 | +49 | 0.04% |
| SPIREPOINT PRIVATE CLIENT, LLC | 10.03K | Dec 31, 25 | -- | 0.04% |
| NBC SECURITIES, INC. | 9.23K | Dec 31, 25 | +24 | 0.04% |
| Kestra Advisory Services, LLC | 7.54K | Dec 31, 25 | +7.54K | 0.03% |
| Ancora Advisors, LLC | 7.00K | Dec 31, 25 | -- | 0.03% |
| EVERMAY WEALTH MANAGEMENT LLC | 5.80K | Dec 31, 25 | -- | 0.02% |
| Rockefeller Capital Management L.P. | 5.28K | Dec 31, 25 | +3.91K | 0.02% |
| PNC FINANCIAL SERVICES GROUP, INC. | 5.09K | Dec 31, 25 | -- | 0.02% |
| EverSource Wealth Advisors, LLC | 5.02K | Dec 31, 25 | -- | 0.02% |
| BROWN BROTHERS HARRIMAN & CO | 4.33K | Dec 31, 25 | -41.59K | 0.02% |
| Triumph Capital Management | 2.40K | Dec 31, 25 | -- | 0.01% |
| Murphy & Mullick Capital Management Corp | 2.00K | Dec 31, 25 | -- | 0.01% |
| Founders Capital Management | 2.00K | Dec 31, 25 | -- | 0.01% |
| ASSETMARK, INC | 2.00K | Dec 31, 25 | +2.00K | 0.01% |
| Golden State Wealth Management, LLC | 1.38K | Dec 31, 25 | -- | 0.01% |
| Sunbelt Securities, Inc. | 1.14K | Dec 31, 25 | +24 | 0.00% |
| Global Retirement Partners, LLC | 1.04K | Dec 31, 25 | -83 | 0.00% |
| Millstone Evans Group, LLC | 1.03K | Dec 31, 25 | -- | 0.00% |
| Atlantic Union Bankshares Corp | 700 | Dec 31, 25 | -- | 0.00% |
| Geneos Wealth Management Inc. | 650 | Dec 31, 25 | -- | 0.00% |
| IMG Wealth Management, Inc. | 160 | Dec 31, 25 | +160 | 0.00% |
| Investment Research & Advisory Group, Inc. | 102 | Dec 31, 25 | -- | 0.00% |
| Steward Partners Investment Advisory, LLC | 92 | Dec 31, 25 | +85 | 0.00% |
| Allworth Financial LP | 7 | Dec 31, 25 | -675 | 0.00% |
| Russell Investments Group, Ltd. | 2 | Dec 31, 25 | -498 | 0.00% |
| SIGNATUREFD, LLC | 1 | Dec 31, 25 | -- | 0.00% |
| CHOREO, LLC | -- | Dec 31, 25 | -10.04K | -- |
| HRT FINANCIAL LP | -- | Dec 31, 25 | -10.32K | -- |
| Ameritas Advisory Services, LLC | -- | Dec 31, 25 | -950 | -- |
| one8zero8, LLC | -- | Dec 31, 25 | -10.60K | -- |
| WNY Asset Management, LLC | 32.07K | Sep 30, 25 | -13.21K | 0.13% |
| NWF Advisory Services Inc. | 10.96K | Sep 30, 25 | +10.96K | 0.04% |
| Creekmur Asset Management LLC | 3.18K | Sep 30, 25 | -- | 0.01% |
| Raymond James Financial Services Advisors, Inc. | 237.61K | Sep 30, 24 | -4.69K | 0.93% |
| RAYMOND JAMES & ASSOCIATES | 152.21K | Sep 30, 24 | -45.32K | 0.60% |
| RAYMOND JAMES TRUST N.A. | 12.37K | Sep 30, 24 | +12.37K | 0.05% |
| All Season Financial Advisors, Inc. | -- | Sep 30, 24 | -43.45K | -- |
| Flow State Investments, L.P. | -- | Sep 30, 24 | -33.42K | -- |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 280 | Jun 30, 24 | -- | 0.00% |
| BlackRock Inc. | 1 | Jun 30, 24 | -- | 0.00% |
| Cetera Advisor Networks LLC | 52.79K | Mar 31, 24 | -7.83K | 0.21% |
| FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. | 12.59K | Sep 30, 23 | -- | 0.05% |
| BDO Wealth Advisors, LLC | 15.50K | Jun 30, 23 | -576 | 0.06% |
| PIERSHALE FINANCIAL GROUP, INC. | 1.54K | Jun 30, 23 | +24 | 0.01% |
| TRUSTCORE FINANCIAL SERVICES, LLC | 390 | Dec 31, 22 | +5 | 0.00% |
| Covington Capital Management | 1.50K | Sep 30, 22 | -- | 0.01% |
| American Portfolios Advisors | 550 | Sep 30, 22 | -- | 0.00% |
| Cordasco Financial Network | 1.28K | Jun 30, 22 | -- | 0.01% |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC | 318.03K | Mar 31, 22 | -145.51K | 1.25% |
| MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 11.80K | Sep 30, 21 | +500 | 0.05% |
| ROWLAND CARMICHAEL ADVISORS INC /ADV | 71.00K | Dec 31, 20 | -500 | 0.28% |
| Advisor Group, Inc. | 13.10K | Dec 31, 19 | +4.87K | 0.05% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 2.83K | Dec 31, 19 | -- | 0.01% |
| Commonwealth Equity Services, Inc | 45.45K | Jun 30, 17 | -341 | 0.18% |
| WFG Advisors, LP | 500 | Jun 30, 17 | -- | 0.00% |
| MSI Financial Services Inc | 15.95K | Dec 31, 16 | +1.26K | 0.06% |
| Carnick & Kubik, LLC | 3.50K | Mar 31, 16 | +3.50K | 0.01% |
| Pinnacle Summer Investments, Inc. | 462 | Dec 31, 15 | -- | 0.00% |
| First Allied Asset Management, Inc. | 262.06K | Mar 31, 15 | +262.06K | 1.03% |
| BAIRD ROBERT W & CO INC /WI/ | 27.28K | Mar 31, 15 | -4.90K | 0.11% |
| NEW ENGLAND SECURITIES CORP /MA/ | 6.34K | Dec 31, 14 | -1.77K | 0.02% |
| UBS AG | 184.41K | Sep 30, 14 | +12.75K | 0.72% |
| WESTON CAPITAL MANAGEMENT INC | 60.92K | Dec 31, 13 | -1.08K | 0.24% |
| STIFEL NICOLAUS & CO INC \MO\ | 14.69K | Sep 30, 13 | +226 | 0.06% |
| KNIGHT CAPITAL GROUP LLC | 15.84K | Jun 30, 13 | +3.46K | 0.06% |
| First Allied Securities, Inc. | 10.09K | Jun 30, 12 | -- | 0.04% |
| NOLLENBERGER CAPITAL PARTNERS INC | 953 | Dec 31, 10 | -- | 0.00% |
| GUGGENHEIM FUNDS INVESTMENT ADVISORS, LLC | 526.58K | Jun 30, 10 | -12.86K | 2.07% |