Blackrock Energy & Resources Trust Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 08/13/2026 | 1.22 M | $18.04 M | -14.05% | 4.78% |
| INVESCO LTD. | 08/14/2026 | 438.33 K | $6.50 M | 13.27% | 1.72% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 403.50 K | $5.98 M | 3.45% | 1.59% |
| WOLVERINE ASSET MANAGEMENT LLC | 08/10/2026 | 320.38 K | $4.75 M | 63.04% | 1.26% |
| CYPRESS CAPITAL MANAGEMENT LLC (WY) | 08/06/2026 | 281.91 K | $4.18 M | 6.02% | 1.11% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 266.99 K | $3.96 M | -11.28% | 1.05% |
| THOMAS J. HERZFELD ADVISORS, INC. | 08/10/2026 | 238.08 K | $3.53 M | 31.45% | 0.94% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 08/13/2026 | 237.87 K | $3.53 M | 1,449.16% | 0.93% |
| ADVISORS ASSET MANAGEMENT, INC. | 08/14/2026 | 231.79 K | $3.44 M | 8.64% | 0.91% |
| ABSOLUTE INVESTMENT ADVISERS, LLC | 07/21/2026 | 216.50 K | $3.21 M | -5.24% | 0.85% |
| UBS GROUP AG | 08/13/2026 | 205.38 K | $3.04 M | -12.85% | 0.81% |
| LPL FINANCIAL LLC | 08/07/2026 | 188.14 K | $2.79 M | 2.97% | 0.74% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 143.63 K | $2.13 M | 11.96% | 0.56% |
| ROYAL BANK OF CANADA | 08/14/2026 | 140.30 K | $2.08 M | 1.32% | 0.55% |
| LOGAN STONE CAPITAL, LLC | 08/14/2026 | 119.09 K | $1.76 M | 112.99% | 0.47% |
| Z3 CAPITAL PARTNERS, LLC | 07/28/2026 | 94.28 K | $1.40 M | -11.62% | 0.37% |
| SABA CAPITAL MANAGEMENT, L.P. | 08/14/2026 | 93.44 K | $1.38 M | 100.00% | 0.37% |
| MOORS & CABOT, INC. | 08/10/2026 | 92.23 K | $1.37 M | -0.02% | 0.36% |
| QUARRY LP | 08/14/2026 | 91.15 K | $1.35 M | 1.63% | 0.36% |
| FORMIDABLE ASSET MANAGEMENT, LLC | 07/17/2026 | 75.31 K | $1.30 M | -3.07% | 0.30% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 68.87 K | $1.02 M | 2.33% | 0.27% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 65.46 K | $970.09 K | 1.56% | 0.26% |
| CARL P. SHERR & CO., LLC | 08/03/2026 | 60.97 K | $903.52 K | 0.00% | 0.24% |
| STOLPER CO | 07/14/2026 | 58.10 K | $861.00 K | 100.00% | 0.23% |
| PRIVATE ADVISOR GROUP, LLC | 07/27/2026 | 56.60 K | $838.86 K | 7.54% | 0.22% |
| GUGGENHEIM CAPITAL LLC | 08/12/2026 | 50.84 K | $753.39 K | 42.12% | 0.20% |
| ALPHACORE CAPITAL LLC | 08/06/2026 | 50.35 K | $746.18 K | 0.96% | 0.20% |
| APOLLON WEALTH MANAGEMENT, LLC | 07/23/2026 | 49.20 K | $729.18 K | -6.01% | 0.19% |
| EXCEL SECURITIES & ASSOCIATES, INC. | 07/27/2026 | 43.86 K | $649.93 K | 0.00% | 0.17% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 07/15/2026 | 42.24 K | $655.58 K | 1.69% | 0.17% |
| JANNEY MONTGOMERY SCOTT LLC | 08/05/2026 | 39.82 K | $590.00 K | 2.49% | 0.16% |
| BEACON POINTE ADVISORS, LLC | 08/18/2026 | 38.20 K | $566.08 K | 100.00% | 0.15% |
| CREATIVE PLANNING | 08/13/2026 | 35.85 K | $531.30 K | -1.39% | 0.14% |
| UHLMANN PRICE SECURITIES, LLC | 07/24/2026 | 33.47 K | $496.06 K | 9.43% | 0.13% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 07/23/2026 | 31.47 K | $466.38 K | 12.68% | 0.12% |
| SUMMIT FINANCIAL, LLC | 08/12/2026 | 27.14 K | $402.23 K | -32.00% | 0.11% |
| XTX TOPCO LTD | 08/14/2026 | 27.06 K | $400.97 K | 40.51% | 0.11% |
| TMB CAPITAL PARTNERS, LLC | 07/24/2026 | 21.86 K | $323.99 K | -1.01% | 0.09% |
| DECISION INVESTMENTS, INC | 07/13/2026 | 21.53 K | $319.08 K | 2.18% | 0.08% |
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 21.33 K | $316.08 K | 40.30% | 0.08% |
| STIFEL FINANCIAL CORP | 08/12/2026 | 20.03 K | $296.87 K | -38.57% | 0.08% |
| ALESSANDRA CAPITAL MANAGEMENT, LLC | 07/28/2026 | 18.45 K | $273.43 K | -1.99% | 0.07% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 16.14 K | $239.17 K | -25.57% | 0.06% |
| CENTAURUS FINANCIAL, INC. | 08/17/2026 | 15.88 K | $235.00 K | 0.00% | 0.06% |
| MARINER, LLC | 08/13/2026 | 15.86 K | $235.02 K | 100.00% | 0.06% |
| CHOREO, LLC | 08/04/2026 | 15.54 K | $230.28 K | 38.33% | 0.06% |
| NWF ADVISORY SERVICES INC. | 07/29/2026 | 15.30 K | $226.79 K | 0.00% | 0.06% |
| WEALTH EFFECTS LLC | 08/06/2026 | 15.00 K | $222.30 K | 0.00% | 0.06% |
| HIGHTOWER ADVISORS, LLC | 08/05/2026 | 14.16 K | $209.86 K | -6.71% | 0.06% |
| MML INVESTORS SERVICES, LLC | 08/07/2026 | 13.19 K | $195.53 K | 2.33% | 0.05% |
Explore Related Stocks for Market Trends
Explore our related stocks for the latest market trends and stock news to stay informed and make better decisions.
Blackrock Energy & Resources Trust institutional Ownership - FAQ's
During the previous two years, 135 institutional investors and hedge funds held shares of Blackrock Energy & Resources Trust. The most heavily invested institutionals were:
MORGAN STANLEY: 1.22 M
Invesco Ltd.: 438,330
WELLS FARGO & COMPANY/MN: 403,501
WOLVERINE ASSET MANAGEMENT LLC: 320,379
Cypress Capital Management LLC (WY): 281,912
RAYMOND JAMES FINANCIAL INC: 266,994
24.68% of Blackrock Energy & Resources Trust stock is owned by institutional investors.
Institutional investors have bought a total of 8.41 M shares in the last 24 months. This purchase volume represents approximately $133.62 M in transactions.