WILMINGTON, DE
BLACKROCK ENERGY & RESOURCES TRUSTBGR— Latest position per institution from SEC 13F filings
15
Institutional holders
5.59M
Total shares held
92.58M
Estimated value
279.28K
Avg. position size
MORGAN STANLEY
CIK 895421
Shares
1.42M
Value
24.51M
Filed
Mar 31, 2026
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD
CIK 1034546
Shares
444.52K
Value
6.04M
Filed
Mar 31, 2025
WELLS FARGO & COMPANY/MN
CIK 72971
Shares
390.05K
Value
6.75M
Filed
Mar 31, 2026
INVESCO LTD.
CIK 914208
Shares
386.97K
Value
6.70M
Filed
Mar 31, 2026
RAYMOND JAMES FINANCIAL INC
CIK 720005
Shares
300.95K
Value
5.21M
Filed
Mar 31, 2026
CYPRESS CAPITAL MANAGEMENT LLC (WY)
CIK 1633896
Shares
265.91K
Value
4.60M
Filed
Mar 31, 2026
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.
CIK 1462284
Shares
237.61K
Value
3.06M
Filed
Sep 30, 2024
UBS GROUP AG
CIK 1610520
Shares
235.66K
Value
4.08M
Filed
Mar 31, 2026
ABSOLUTE INVESTMENT ADVISERS, LLC
CIK 1316187
Shares
228.48K
Value
3.95M
Filed
Mar 31, 2026
ADVISORS ASSET MANAGEMENT, INC.
CIK 1297376
Shares
213.34K
Value
3.69M
Filed
Mar 31, 2026
WOLVERINE ASSET MANAGEMENT LLC
CIK 1279891
Shares
196.51K
Value
3.40M
Filed
Mar 31, 2026
LPL FINANCIAL LLC
CIK 1403438
Shares
182.71K
Value
3.16M
Filed
Mar 31, 2026
THOMAS J. HERZFELD ADVISORS, INC.
CIK 1509510
Shares
181.12K
Value
3.14M
Filed
Mar 31, 2026
RAYMOND JAMES & ASSOCIATES
CIK 1084208
Shares
152.21K
Value
1.96M
Filed
Sep 30, 2024
TWIN FOCUS CAPITAL PARTNERS, LLC
CIK 1387761
Shares
149K
Value
1.86M
Filed
Dec 31, 2023
NAVIS WEALTH ADVISORS, LLC
CIK 1849055
Shares
138.76K
Value
2.40M
Filed
Mar 31, 2026
ROYAL BANK OF CANADA
CIK 1000275
Shares
138.48K
Value
2.40M
Filed
Mar 31, 2026
BANK OF AMERICA CORP /DE/
CIK 70858
Shares
128.29K
Value
2.22M
Filed
Mar 31, 2026
Z3 CAPITAL PARTNERS, LLC
CIK 2127787
Shares
106.68K
Value
1.85M
Filed
Mar 31, 2026
MOORS & CABOT, INC.
CIK 1607239
Shares
92.25K
Value
1.60M
Filed
Mar 31, 2026
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 895421 | 1.42M | 24.51M | Mar 31, 2026 |
| 2 | CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 1034546 | 444.52K | 6.04M | Mar 31, 2025 |
| 3 | WELLS FARGO & COMPANY/MN | 72971 | 390.05K | 6.75M | Mar 31, 2026 |
| 4 | INVESCO LTD. | 914208 | 386.97K | 6.70M | Mar 31, 2026 |
| 5 | RAYMOND JAMES FINANCIAL INC | 720005 | 300.95K | 5.21M | Mar 31, 2026 |
| 6 | CYPRESS CAPITAL MANAGEMENT LLC (WY) | 1633896 | 265.91K | 4.60M | Mar 31, 2026 |
| 7 | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 1462284 | 237.61K | 3.06M | Sep 30, 2024 |
| 8 | UBS GROUP AG | 1610520 | 235.66K | 4.08M | Mar 31, 2026 |
| 9 | ABSOLUTE INVESTMENT ADVISERS, LLC | 1316187 | 228.48K | 3.95M | Mar 31, 2026 |
| 10 | ADVISORS ASSET MANAGEMENT, INC. | 1297376 | 213.34K | 3.69M | Mar 31, 2026 |
| 11 | WOLVERINE ASSET MANAGEMENT LLC | 1279891 | 196.51K | 3.40M | Mar 31, 2026 |
| 12 | LPL FINANCIAL LLC | 1403438 | 182.71K | 3.16M | Mar 31, 2026 |
| 13 | THOMAS J. HERZFELD ADVISORS, INC. | 1509510 | 181.12K | 3.14M | Mar 31, 2026 |
| 14 | RAYMOND JAMES & ASSOCIATES | 1084208 | 152.21K | 1.96M | Sep 30, 2024 |
| 15 | TWIN FOCUS CAPITAL PARTNERS, LLC | 1387761 | 149K | 1.86M | Dec 31, 2023 |
| 16 | NAVIS WEALTH ADVISORS, LLC | 1849055 | 138.76K | 2.40M | Mar 31, 2026 |
| 17 | ROYAL BANK OF CANADA | 1000275 | 138.48K | 2.40M | Mar 31, 2026 |
| 18 | BANK OF AMERICA CORP /DE/ | 70858 | 128.29K | 2.22M | Mar 31, 2026 |
| 19 | Z3 CAPITAL PARTNERS, LLC | 2127787 | 106.68K | 1.85M | Mar 31, 2026 |
| 20 | MOORS & CABOT, INC. | 1607239 | 92.25K | 1.60M | Mar 31, 2026 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.