Vault-13

BLACKROCK ENERGY & RES TR BGR

COM · Closed-End Fund · CUSIP 09250U101

90 institutional holders +5 vs Q1 2026
6,276,3446.3m shares reported held*
$93.2mreported value*
12 new 32 added 21 reduced 6 sold out net bought ≈ $5.3m (+354.2k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($44.8k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $14.85.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

050100Q3 22: 76Q4 22: 76Q1 23: 71Q2 23: 66Q3 23: 71Q4 23: 68Q1 24: 72Q2 24: 67Q3 24: 68Q4 24: 67Q1 25: 71Q2 25: 70Q3 25: 67Q4 25: 78Q1 26: 85Q2 26: 9090Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 202276
Q4 202276
Q1 202371
Q2 202366
Q3 202371
Q4 202368
Q1 202472
Q2 202467
Q3 202468
Q4 202467
Q1 202571
Q2 202570
Q3 202567
Q4 202578
Q1 202685
Q2 202690

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
50050Q3 24: 25 bought or addedQ3 24: 33 cut or sold outQ4 24: 25 bought or addedQ4 24: 33 cut or sold outQ4 24Q1 25: 32 bought or addedQ1 25: 29 cut or sold outQ2 25: 31 bought or addedQ2 25: 30 cut or sold outQ2 25Q3 25: 34 bought or addedQ3 25: 29 cut or sold outQ4 25: 37 bought or addedQ4 25: 23 cut or sold outQ4 25Q1 26: 45 bought or addedQ1 26: 22 cut or sold outQ2 26: 44 bought or addedQ2 26: 27 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20242533
Q4 20242533
Q1 20253229
Q2 20253130
Q3 20253429
Q4 20253723
Q1 20264522
Q2 20264427

Biggest buyers

Allspring Global Investments Holdings, LLC Added +222,519+222.5k
WOLVERINE ASSET MANAGEMENT LLC Added +123,871+123.9k
Saba Capital Management, L.P. New +93,440+93.4k
Logan Stone Capital, LLC Added +63,177+63.2k
Stolper Co New +58,102+58.1k
Thomas J. Herzfeld Advisors, Inc. Added +56,959+57.0k
Invesco Ltd. Added +51,359+51.4k
Beacon Pointe Advisors, LLC New +38,197+38.2k
Advisors Asset Management, Inc. Added +18,443+18.4k
Cypress Capital Management LLC (WY) Added +15,998+16.0k

Biggest sellers

MORGAN STANLEY Reduced -198,919-198.9k
Navis Wealth Advisors, LLC Sold out -138,762-138.8k
JANE STREET GROUP, LLC Sold out -47,655-47.7k
RAYMOND JAMES FINANCIAL INC Reduced -33,960-34.0k
UBS Group AG Reduced -30,280-30.3k
Summit Financial, LLC Reduced -12,771-12.8k
STIFEL FINANCIAL CORP Reduced -12,576-12.6k
Z3 Capital Partners, LLC Reduced -12,400-12.4k
ABSOLUTE INVESTMENT ADVISERS, LLC Reduced -11,978-12.0k
SPIREPOINT PRIVATE CLIENT, LLC Sold out -10,026-10.0k

Insider purchases and sales since 1 Apr 2026

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

Officers and directors buying vs selling

Number of people, by quarter (10% owners not included)

BuyingSelling
101Q4 24: 0 buyingQ4 24: 0 sellingQ1 25: 0 buyingQ1 25: 0 sellingQ1 25Q2 25: 0 buyingQ2 25: 0 sellingQ3 25: 0 buyingQ3 25: 0 sellingQ3 25Q4 25: 0 buyingQ4 25: 0 sellingQ1 26: 1 buyingQ1 26: 0 sellingQ1 26Q2 26: 0 buyingQ2 26: 0 sellingQ3 26: 0 buyingQ3 26: 0 sellingQ3 26
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q4 20240—0——
Q1 20250—0——
Q2 20250—0——
Q3 20250—0——
Q4 20250—0——
Q1 20261$64.4k0——
Q2 20260—0——
Q3 20260—0——

None reported since 1 Apr 2026.

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 1,217,1221.2m $18.0m $18.0m 0.00% Reduced -198.9k -198,919
2 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 438,330438.3k $6.5m $6.5m 0.00% Added +51.4k +51,359
3 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 403,501403.5k $6.0m $6.0m 0.00% Added +13.5k +13,456
4 WOLVERINE ASSET MANAGEMENT LLC 0.06% of their portfolio CHICAGO, IL 320,379320.4k $4.7m $4.7m 0.06% Added +123.9k +123,871
5 Cypress Capital Management LLC (WY) 3.49% of their portfolio SHERIDAN, WY 281,912281.9k $4.2m $4.2m 3.49% Added +16.0k +15,998
6 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 266,994267.0k $4.0m $4.0m 0.00% Reduced -34.0k -33,960
7 Thomas J. Herzfeld Advisors, Inc. 1.08% of their portfolio MIAMI BEACH, FL 238,075238.1k $3.5m $3.5m 1.08% Added +57.0k +56,959
8 Allspring Global Investments Holdings, LLC 0.01% of their portfolio CHARLOTTE, NC 237,874237.9k $3.5m $3.5m 0.01% Added +222.5k +222,519
9 Advisors Asset Management, Inc. 0.05% of their portfolio Monument, CO 231,787231.8k $3.4m $3.4m 0.05% Added +18.4k +18,443
10 ABSOLUTE INVESTMENT ADVISERS, LLC 0.31% of their portfolio ROSEMARY BEACH, FL 216,502216.5k $3.2m $3.2m 0.31% Reduced -12.0k -11,978
11 UBS Group AG 0.00% of their portfolio ZURICH, V8 205,375205.4k $3.0m $3.0m 0.00% Reduced -30.3k -30,280
12 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 188,142188.1k $2.8m $2.8m 0.00% Added +5.4k +5,429
13 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 143,633143.6k $2.1m $2.1m 0.00% Added +15.3k +15,343
14 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 140,300140.3k $2.1m $2.1m 0.00% Added +1.8k +1,823
15 Logan Stone Capital, LLC 0.37% of their portfolio CHICAGO, IL 119,093119.1k $1.8m $1.8m 0.37% Added +63.2k +63,177
16 Z3 Capital Partners, LLC 0.29% of their portfolio RICHMOND, VA 94,28194.3k $1.4m $1.4m 0.29% Reduced -12.4k -12,400
17 Saba Capital Management, L.P. 0.04% of their portfolio NEW YORK, NY 93,44093.4k $1.4m $1.4m 0.04% New
18 Moors & Cabot, Inc. 0.05% of their portfolio BOSTON, MA 92,22592.2k $1.4m $1.4m 0.05% Reduced -22 -22
19 Quarry LP 0.21% of their portfolio NEW YORK, NY 91,15291.2k $1.4m $1.4m 0.21% Added +1.5k +1,465
20 Formidable Asset Management, LLC 0.21% of their portfolio CINCINNATI, OH 75,31475.3k $1.3m $1.3m 0.21% Reduced -2.4k -2,388
21 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 68,87168.9k $1.0m $1.0m 0.00% Added +1.6k +1,566
22 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 65,45865.5k $970.1k $970.1k 0.00% Added +1.0k +1,004
23 Carl P. Sherr & Co., LLC 0.38% of their portfolio WORCESTER, MA 60,96661.0k $903.5k $903.5k 0.38% Unchanged
24 Stolper Co 0.22% of their portfolio TULSA, OK 58,10258.1k $861.0k $861.0k 0.22% New
25 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 56,60356.6k $838.9k $838.9k 0.00% Added +4.0k +3,968
26 GUGGENHEIM CAPITAL LLC 0.00% of their portfolio CHICAGO, IL 50,83650.8k $753.4k $753.4k 0.00% Added +15.1k +15,066
27 AlphaCore Capital LLC 0.01% of their portfolio LA JOLLA, CA 50,35050.4k $746.2k $746.2k 0.01% Added +479 +479
28 Apollon Wealth Management, LLC 0.01% of their portfolio MOUNT PLEASANT, SC 49,20249.2k $729.2k $729.2k 0.01% Reduced -3.1k -3,146
29 ASHTON THOMAS SECURITIES, LLC 0.10% of their portfolio ROCHESTER, NY 43,85543.9k $649.9k $649.9k 0.10% Unchanged
30 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 42,24142.2k $655.6k $655.6k 0.00% Added +702 +702
31 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 39,82139.8k $590.0k $590.0k 0.00% Added +966 +966
32 Beacon Pointe Advisors, LLC 0.00% of their portfolio NEWPORT BEACH, CA 38,19738.2k $566.1k $566.1k 0.00% New
33 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 35,85035.9k $531.3k $531.3k 0.00% Reduced -504 -504
34 UHLMANN PRICE SECURITIES, LLC 0.02% of their portfolio SKOKIE, IL 33,47233.5k $496.1k $496.1k 0.02% Added +2.9k +2,884
35 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 0.02% of their portfolio CEDAR RAPIDS, IA 31,46931.5k $466.4k $466.4k 0.02% Added +3.5k +3,541
36 Summit Financial, LLC 0.00% of their portfolio PARSIPPANY, NJ 27,14127.1k $402.2k $402.2k 0.00% Reduced -12.8k -12,771
37 XTX Topco Ltd 0.01% of their portfolio LONDON, X0 27,05627.1k $401.0k $401.0k 0.01% Added +7.8k +7,801
38 TMB Capital Partners, LLC 0.10% of their portfolio LITTLE ROCK, AR 21,86221.9k $324.0k $324.0k 0.10% Reduced -222 -222
39 DECISION INVESTMENTS, INC 0.29% of their portfolio SAN DIEGO, CA 21,53021.5k $319.1k $319.1k 0.29% Added +460 +460
40 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 21,32821.3k $316.1k $316.1k 0.00% Added +6.1k +6,126
41 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 20,03220.0k $296.9k $296.9k 0.00% Reduced -12.6k -12,576
42 Alessandra Capital Management, LLC 0.19% of their portfolio TORRANCE, CA 18,45018.4k $273.4k $273.4k 0.19% Reduced -375 -375
43 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 16,13816.1k $239.2k $239.2k 0.00% Reduced -5.5k -5,544
44 CENTAURUS FINANCIAL, INC. 0.01% of their portfolio ANAHEIM, CA 15,88415.9k $235.0k $235.0k 0.01% Unchanged
45 Mariner, LLC 0.00% of their portfolio Overland Park, KS 15,85815.9k $235.0k $235.0k 0.00% New
46 CHOREO, LLC 0.00% of their portfolio ROCKFORD, IL 15,53915.5k $230.3k $230.3k 0.00% Added +4.3k +4,306
47 NWF Advisory Services Inc. 0.02% of their portfolio Los Angeles, CA 15,30315.3k $226.8k $226.8k 0.02% Unchanged
48 WEALTH EFFECTS LLC 0.06% of their portfolio BOSTON, MA 15,00015.0k $222.3k $222.3k 0.06% Unchanged
49 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 14,16114.2k $209.9k $209.9k 0.00% Reduced -1.0k -1,019
50 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 13,19413.2k $195.5k $195.5k 0.00% Added +300 +300
51 Cullen/Frost Bankers, Inc. 0.00% of their portfolio San Antonio, TX 12,91112.9k $191.3k $191.3k 0.00% New
52 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 12,88312.9k $190.9k $190.9k 0.00% Added +342 +342
53 LEVEL FOUR ADVISORY SERVICES, LLC 0.01% of their portfolio DALLAS, TX 12,13312.1k $179.8k $179.8k 0.01% Reduced -6.6k -6,635
54 Cypress Capital Group 0.02% of their portfolio Palm Beach, FL 11,99612.0k $177.8k $177.8k 0.02% Reduced -28 -28
55 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 11,73211.7k $173.9k $173.9k 0.00% Added +1.2k +1,211
56 Mezzasalma Advisors, LLC 0.03% of their portfolio TINTON FALLS, NJ 11,59711.6k $171.9k $171.9k 0.03% Added +98 +98
57 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 11,33811.3k $168.0k $168.0k 0.00% New
58 READYSTATE ASSET MANAGEMENT LP 0.01% of their portfolio CHICAGO, IL 11,08811.1k $164.3k $164.3k 0.01% New
59 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 11,02811.0k $163.4k $163.4k 0.00% Reduced -1.2k -1,240
60 LANARK FINANCIAL, INC. 0.01% of their portfolio BIRMINGHAM, AL 10,27210.3k $152.2k $152.2k 0.01% Added +21 +21
61 Ancora Advisors LLC 0.00% of their portfolio Cleveland, OH 7,0007.0k $103.7k $103.7k 0.00% Unchanged
62 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 5,8115.8k $86.1k $86.1k 0.00% Unchanged
63 EVERMAY WEALTH MANAGEMENT LLC 0.01% of their portfolio ARLINGTON, VA 5,8005.8k $86.0k $86.0k 0.01% Unchanged
64 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 5,3075.3k $78.7k $78.7k 0.00% Unchanged
65 EverSource Wealth Advisors, LLC 0.00% of their portfolio BIRMINGHAM, AL 5,0205.0k $74.4k $74.4k 0.00% Unchanged
66 LRI Investments, LLC 0.01% of their portfolio PALM BEACH GARDENS, FL 4,4424.4k $65.8k $65.8k 0.01% New
67 BROWN BROTHERS HARRIMAN & CO 0.00% of their portfolio NEW YORK, NY 4,3354.3k $64.2k $64.2k 0.00% Unchanged
68 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 3,8503.9k $57.1k $57.1k 0.00% New
69 ASSETMARK, INC 0.00% of their portfolio CONCORD, CA 3,2173.2k $47.7k $47.7k 0.00% Added +993 +993
70 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 3,0263.0k $44.8k $44.8k 0.00% Unchanged
71 IFG Advisory, LLC 0.00% of their portfolio ATLANTA, GA 2,6372.6k $39.1k $39.1k 0.00% New
72 Triumph Capital Management 0.01% of their portfolio DENVER, CO 2,4002.4k $35.6k $35.6k 0.01% Unchanged
73 Founders Capital Management 0.01% of their portfolio HOUSTON, TX 2,0002.0k $29.6k $29.6k 0.01% Unchanged
74 Murphy & Mullick Capital Management Corp 0.02% of their portfolio SMITHTOWN, NY 2,0002.0k $29.6k $29.6k 0.02% Unchanged
75 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 1,2491.2k $18.5k $18.5k 0.00% New
76 Millstone Evans Group, LLC 0.01% of their portfolio BOULDER, CO 1,0301.0k $15.3k $15.3k 0.01% Unchanged
77 SHP Wealth Management 0.00% of their portfolio PLYMOUTH, MA 916916 $13.6k $13.6k 0.00% Reduced -1.4k -1,364
78 Parallel Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 762762 $11.3k $11.3k 0.00% Reduced -5.1k -5,079
79 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 742742 $11.0k $11.0k 0.00% First filing
80 Atlantic Union Bankshares Corp 0.00% of their portfolio GLEN ALLEN, VA 700700 $10.4k $10.4k 0.00% Unchanged
81 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 370370 $5.5k $5.5k 0.00% Reduced -280 -280
82 BAYBAN 0.00% of their portfolio Bayport, MN 200200 $3.0k $3.0k 0.00% Unchanged
83 Investment Research & Advisory Group, Inc. 0.00% of their portfolio ATLANTA, GA 102102 $1.5k $1.5k 0.00% Unchanged
84 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 9292 $1.4k $1.4k 0.00% Unchanged
85 JFS WEALTH ADVISORS, LLC 0.00% of their portfolio HERMITAGE, PA 6666 $979 $979 0.00% New
86 WHITTIER TRUST CO OF NEVADA INC 0.00% of their portfolio RENO, NV 5959 $904 $904 0.00% Unchanged
87 MCGUIRE CAPITAL ADVISORS INC 0.00% of their portfolio BETHANY, OK 5050 $746 $746 0.00% Added +1 +1
88 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 77 $104 $104 0.00% Unchanged
89 HANTZ FINANCIAL SERVICES, INC. 0.00% of their portfolio SOUTHFIELD, MI 11 $0 $0 0.00% Unchanged
90 SIGNATUREFD, LLC 0.00% of their portfolio ATLANTA, GA 11 $11 $11 0.00% Unchanged