BlackRock Energy & Resources Trust (NYSE:BGR)
| 12.02 Delayed Data As of Jun 05 |  +0.02 / +0.17%Today’s Change | 9.93 Today|||52-Week Range 13.72 | -4.07% Year-to-Date |
Institutional investors control 23.40% of the outstanding shares in BGR. This represents a greater percentage of ownership than at almost any other company in the Investment Trusts/Mutual Funds industry.
| Other institutional | 21.80% |
| Mutual fund holders | 1.60% |
| Individual stakeholders | 0.07% |
Largest Quarterly Institutional
Transactions
Latest Institutional Activity
| 3/31/2023 | RAYMOND JAMES FINANCIAL SERVICES... Bought 82.7 Thousand shares of BlackRock Energy & Resour... |
| 3/31/2023 | ADVISORS ASSET MANAGEMENT, INC. Bought 61.1 Thousand shares of BlackRock Energy & Resour... |
| 3/31/2023 | INVESCO INVESTMENT ADVISERS LLC Bought 27.2 Thousand shares of BlackRock Energy & Resour... |
Top 10 Owners of BlackRock Energy & Resources Trust
| Stockholder | Stake | Shares owned | Total value ($) | Shares bought / sold | Total change |
|---|---|---|---|---|---|
| Allspring Global Investments LLC | 6.03% | 1,754,789 | 21,987,506 | +27,090 | +1.57% |
| Morgan Stanley Smith Barney LLC (... | 4.39% | 1,276,263 | 15,991,575 | -15,029 | -1.16% |
| Advisors Asset Management, Inc. | 1.59% | 463,896 | 5,812,617 | +61,058 | +15.16% |
| Invesco Capital Management LLC | 1.24% | 361,714 | 4,532,276 | -27,611 | -7.09% |
| UBS Financial Services, Inc. | 1.23% | 357,208 | 4,475,816 | +4,358 | +1.24% |
| Wells Fargo Clearing Services LLC | 1.01% | 293,678 | 3,679,785 | +9,941 | +3.50% |
| Merrill Lynch, Pierce, Fenner & S... | 0.97% | 282,222 | 3,536,242 | -37,943 | -11.85% |
| Raymond James Financial Services ... | 0.68% | 199,077 | 2,494,435 | +82,661 | +71.00% |
| Truist Advisory Services, Inc. | 0.44% | 126,855 | 1,589,493 | +2,635 | +2.12% |
| RBC Capital Markets LLC (Investme... | 0.42% | 121,814 | 1,526,329 | -4,981 | -3.93% |
Top 10 Mutual Funds Holding BlackRock Energy & Resources Trust
| Mutual fund | Stake | Shares owned | Total value ($) | Shares bought / sold | Total change |
|---|---|---|---|---|---|
| Invesco CEF Income Composite ETF | 1.23% | 358,567 | 4,492,845 | 0 | 0.00% |
| Cohen & Steers Closed End Opportu... | 0.24% | 69,780 | 874,343 | 0 | 0.00% |
| AQR Diversified Arbitrage Fund | 0.13% | 37,543 | 470,414 | +9,606 | +34.38% |
| Guggenheim Multi Hedge Strategies... | 0.00% | 414 | 5,187 | -169 | -28.99% |
| Rydex Variable Trust - Multi Hedg... | 0.00% | 200 | 2,506 | -73 | -26.74% |