Blackrock Energy & Resources Trust Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 02/13/2026 | 1.14 M | $15.48 M | 0.06% | 4.49% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 338.31 K | $4.58 M | -10.58% | 1.33% |
| INVESCO LTD. | 02/19/2026 | 311.98 K | $4.22 M | -17.97% | 1.23% |
| CYPRESS CAPITAL MANAGEMENT LLC (WY) | 02/09/2026 | 307.70 K | $4.17 M | -0.05% | 1.21% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 284.35 K | $3.85 M | 1.90% | 1.12% |
| UBS GROUP AG | 01/29/2026 | 225.95 K | $3.06 M | 1.24% | 0.89% |
| ADVISORS ASSET MANAGEMENT, INC. | 02/12/2026 | 225.37 K | $3.05 M | -14.94% | 0.89% |
| LPL FINANCIAL LLC | 02/11/2026 | 190.72 K | $2.58 M | -2.03% | 0.75% |
| TRUIST FINANCIAL CORP | 02/02/2026 | 167.14 K | $2.26 M | 3.95% | 0.66% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 128.99 K | $1.75 M | -16.52% | 0.51% |
| ROYAL BANK OF CANADA | 02/17/2026 | 120.00 K | $1.63 M | -19.93% | 0.47% |
| MOORS & CABOT, INC. | 02/10/2026 | 84.41 K | $1.14 M | 27.92% | 0.33% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 02/17/2026 | 77.44 K | $1.05 M | 100.00% | 0.30% |
| FORMIDABLE ASSET MANAGEMENT, LLC | 01/16/2026 | 74.34 K | $1.01 M | 100.00% | 0.29% |
| SAMALIN INVESTMENT COUNSEL, LLC | 01/30/2026 | 71.38 K | $966.52 K | -4.76% | 0.28% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 63.07 K | $853.93 K | 2.17% | 0.25% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 61.59 K | $833.94 K | 5.02% | 0.24% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 01/08/2026 | 61.10 K | $830.31 K | -17.50% | 0.24% |
| CARL P. SHERR & CO., LLC | 02/09/2026 | 60.97 K | $946.19 K | 100.00% | 0.24% |
| SUMMIT FINANCIAL, LLC | 02/13/2026 | 54.30 K | $735.15 K | 17.44% | 0.21% |
| APOLLON WEALTH MANAGEMENT, LLC | 01/22/2026 | 53.40 K | $723.09 K | 0.20% | 0.21% |
| PRIVATE ADVISOR GROUP, LLC | 02/17/2026 | 49.39 K | $668.72 K | 18.72% | 0.19% |
| ALPHACORE CAPITAL LLC | 02/05/2026 | 49.24 K | $666.73 K | 41.75% | 0.19% |
| EXCEL SECURITIES & ASSOCIATES, INC. | 02/02/2026 | 44.36 K | $600.57 K | -3.48% | 0.17% |
| JANNEY MONTGOMERY SCOTT LLC | 02/11/2026 | 38.59 K | $522.00 K | 11.13% | 0.15% |
| STIFEL FINANCIAL CORP | 02/13/2026 | 38.58 K | $522.39 K | 19.71% | 0.15% |
| CREATIVE PLANNING | 02/17/2026 | 36.44 K | $493.37 K | 13.56% | 0.14% |
| MGB WEALTH MANAGEMENT, LLC | 02/17/2026 | 34.21 K | $463.14 K | 1.15% | 0.13% |
| UHLMANN PRICE SECURITIES, LLC | 01/12/2026 | 30.15 K | $408.26 K | 2.17% | 0.12% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 01/26/2026 | 26.97 K | $365.14 K | -0.31% | 0.11% |
| GUGGENHEIM CAPITAL LLC | 02/17/2026 | 23.39 K | $316.71 K | -38.29% | 0.09% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 22.85 K | $309.45 K | 14.21% | 0.09% |
| 02/19/2026 | 22.66 K | $306.79 K | 100.00% | 0.09% | |
| 02/17/2026 | 21.07 K | $285.29 K | 100.00% | 0.08% | |
| 04/30/2026 | 19.13 K | $258.95 K | 100.00% | 0.08% | |
| NAVIS WEALTH ADVISORS, LLC | 02/13/2026 | 18.66 K | $252.60 K | 100.00% | 0.07% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 01/15/2026 | 16.96 K | $229.57 K | -94.03% | 0.07% |
| JANE STREET GROUP, LLC | 02/12/2026 | 16.72 K | $226.35 K | 100.00% | 0.07% |
| LEVEL FOUR ADVISORY SERVICES, LLC | 02/13/2026 | 16.08 K | $217.69 K | 1.36% | 0.06% |
| AMERIPRISE FINANCIAL INC | 02/17/2026 | 15.97 K | $216.22 K | 20.12% | 0.06% |
| CENTAURUS FINANCIAL, INC. | 02/13/2026 | 15.88 K | $215.00 K | 0.00% | 0.06% |
| MARINER, LLC | 02/13/2026 | 15.20 K | $205.79 K | -13.04% | 0.06% |
| WEALTH EFFECTS LLC | 01/26/2026 | 15.00 K | $203.10 K | -11.76% | 0.06% |
| HIGHTOWER ADVISORS, LLC | 02/06/2026 | 13.60 K | $184.16 K | 0.54% | 0.05% |
| NWF ADVISORY SERVICES INC. | 03/03/2026 | 13.30 K | $180.12 K | 21.39% | 0.05% |
| MML INVESTORS SERVICES, LLC | 02/13/2026 | 12.81 K | $173.40 K | 0.81% | 0.05% |
| MEZZASALMA ADVISORS, LLC | 01/21/2026 | 11.41 K | $158.30 K | 0.96% | 0.04% |
| COMERICA BANK | 01/29/2026 | 11.33 K | $153.44 K | 0.43% | 0.04% |
| SPIREPOINT PRIVATE CLIENT, LLC | 01/22/2026 | 10.03 K | $135.75 K | 0.00% | 0.04% |
| NBC SECURITIES, INC. | 01/29/2026 | 9.23 K | $124.99 K | 0.26% | 0.04% |
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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:
UBS Group AG: 235,655
ABSOLUTE INVESTMENT ADVISERS, LLC: 228,480
WOLVERINE ASSET MANAGEMENT LLC: 196,508
Formidable Asset Management, LLC: 77,702
Private Advisor Group, LLC: 52,635
Apollon Wealth Management, LLC: 52,348
18.98% of Blackrock Energy & Resources Trust stock is owned by institutional investors.
Institutional investors have bought a total of 7.13 M shares in the last 24 months. This purchase volume represents approximately $113.29 M in transactions.