Blackrock Energy & Resources Trust Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 05/15/2026 | 1.42 M | $24.51 M | 23.85% | 5.56% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 390.05 K | $6.75 M | 15.29% | 1.53% |
| INVESCO LTD. | 05/12/2026 | 386.97 K | $6.70 M | 24.04% | 1.52% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 300.95 K | $5.21 M | 5.84% | 1.18% |
| CYPRESS CAPITAL MANAGEMENT LLC (WY) | 05/08/2026 | 265.91 K | $4.60 M | -13.58% | 1.04% |
| UBS GROUP AG | 05/05/2026 | 235.66 K | $4.08 M | 4.29% | 0.93% |
| ABSOLUTE INVESTMENT ADVISERS, LLC | 04/22/2026 | 228.48 K | $3.95 M | 100.00% | 0.90% |
| ADVISORS ASSET MANAGEMENT, INC. | 05/15/2026 | 213.34 K | $3.69 M | -5.34% | 0.84% |
| WOLVERINE ASSET MANAGEMENT LLC | 05/04/2026 | 196.51 K | $3.40 M | 100.00% | 0.77% |
| LPL FINANCIAL LLC | 05/06/2026 | 182.71 K | $3.16 M | -4.20% | 0.72% |
| THOMAS J. HERZFELD ADVISORS, INC. | 05/12/2026 | 181.12 K | $3.14 M | 100.00% | 0.71% |
| NAVIS WEALTH ADVISORS, LLC | 05/15/2026 | 138.76 K | $2.40 M | 643.79% | 0.55% |
| ROYAL BANK OF CANADA | 05/15/2026 | 138.48 K | $2.40 M | 15.39% | 0.54% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 128.29 K | $2.22 M | -0.54% | 0.50% |
| 05/07/2026 | 106.68 K | $1.85 M | 0.01% | 0.42% | |
| MOORS & CABOT, INC. | 05/08/2026 | 92.25 K | $1.60 M | 9.28% | 0.36% |
| QUARRY LP | 05/15/2026 | 89.69 K | $1.55 M | 100.00% | 0.35% |
| FORMIDABLE ASSET MANAGEMENT, LLC | 04/22/2026 | 77.70 K | $1.05 M | 4.52% | 0.31% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 67.31 K | $1.17 M | 6.72% | 0.26% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 64.45 K | $1.12 M | 4.65% | 0.25% |
| CARL P. SHERR & CO., LLC | 05/07/2026 | 60.97 K | $1.06 M | 0.00% | 0.24% |
| LOGAN STONE CAPITAL, LLC | 05/15/2026 | 55.92 K | $967.91 K | 100.00% | 0.22% |
| PRIVATE ADVISOR GROUP, LLC | 04/27/2026 | 52.64 K | $911.11 K | 6.57% | 0.21% |
| APOLLON WEALTH MANAGEMENT, LLC | 04/22/2026 | 52.35 K | $906.14 K | -1.98% | 0.21% |
| ALPHACORE CAPITAL LLC | 05/15/2026 | 49.87 K | $863.27 K | 1.28% | 0.20% |
| JANE STREET GROUP, LLC | 05/12/2026 | 47.66 K | $824.91 K | 185.07% | 0.19% |
| EXCEL SECURITIES & ASSOCIATES, INC. | 05/18/2026 | 43.86 K | $759.13 K | -1.13% | 0.17% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 04/08/2026 | 41.54 K | $687.05 K | -32.01% | 0.16% |
| SUMMIT FINANCIAL, LLC | 05/15/2026 | 39.91 K | $690.87 K | -26.49% | 0.16% |
| JANNEY MONTGOMERY SCOTT LLC | 04/22/2026 | 38.86 K | $673.00 K | 0.69% | 0.15% |
| CREATIVE PLANNING | 05/12/2026 | 36.35 K | $629.28 K | -0.23% | 0.14% |
| GUGGENHEIM CAPITAL LLC | 05/15/2026 | 35.77 K | $619.18 K | 52.92% | 0.14% |
| STIFEL FINANCIAL CORP | 05/12/2026 | 32.61 K | $564.45 K | -15.48% | 0.13% |
| UHLMANN PRICE SECURITIES, LLC | 04/16/2026 | 30.59 K | $529.48 K | 1.44% | 0.12% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 04/15/2026 | 27.93 K | $483.44 K | 3.56% | 0.11% |
| 05/08/2026 | 22.08 K | $382.28 K | -2.53% | 0.09% | |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 21.68 K | $375.30 K | -5.13% | 0.09% |
| 04/22/2026 | 21.07 K | $364.72 K | 0.00% | 0.08% | |
| XTX TOPCO LTD | 05/15/2026 | 19.26 K | $333.30 K | 100.00% | 0.08% |
| 04/30/2026 | 18.83 K | $325.86 K | -1.57% | 0.07% | |
| LEVEL FOUR ADVISORY SERVICES, LLC | 05/14/2026 | 18.77 K | $324.88 K | 16.74% | 0.07% |
| CENTAURUS FINANCIAL, INC. | 05/18/2026 | 15.88 K | $275.00 K | 0.00% | 0.06% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 05/05/2026 | 15.36 K | $265.80 K | -9.44% | 0.06% |
| NWF ADVISORY SERVICES INC. | 05/04/2026 | 15.30 K | $264.89 K | 15.03% | 0.06% |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 15.20 K | $263.16 K | -4.80% | 0.06% |
| HIGHTOWER ADVISORS, LLC | 05/05/2026 | 15.18 K | $262.75 K | 11.61% | 0.06% |
| WEALTH EFFECTS LLC | 04/21/2026 | 15.00 K | $259.65 K | 0.00% | 0.06% |
| MML INVESTORS SERVICES, LLC | 05/04/2026 | 12.89 K | $223.19 K | 0.69% | 0.05% |
| TRUIST FINANCIAL CORP | 04/27/2026 | 12.54 K | $217.09 K | -92.50% | 0.05% |
| FIFTH THIRD BANCORP | 05/01/2026 | 12.27 K | $212.36 K | 100.00% | 0.05% |
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Blackrock Energy & Resources Trust institutional Ownership - FAQ's
During the previous two years, 121 institutional investors and hedge funds held shares of Blackrock Energy & Resources Trust. The most heavily invested institutionals were:
MORGAN STANLEY: 1.42 M
WELLS FARGO & COMPANY/MN: 390,045
Invesco Ltd.: 386,971
RAYMOND JAMES FINANCIAL INC: 300,954
Cypress Capital Management LLC (WY): 265,914
UBS Group AG: 235,655
23.28% of Blackrock Energy & Resources Trust stock is owned by institutional investors.
Institutional investors have bought a total of 7.88 M shares in the last 24 months. This purchase volume represents approximately $125.24 M in transactions.