WILMINGTON, DE
BLACKROCK ENERGY & RESOURCES TRUSTBGR— Latest position per institution from SEC 13F filings
15
Institutional holders
5.59M
Total shares held
81.93M
Estimated value
279.67K
Avg. position size
MORGAN STANLEY
CIK 895421
Shares
1.22M
Value
18.04M
Filed
Jun 30, 2026
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD
CIK 1034546
Shares
444.52K
Value
6.04M
Filed
Mar 31, 2025
INVESCO LTD.
CIK 914208
Shares
438.33K
Value
6.50M
Filed
Jun 30, 2026
WELLS FARGO & COMPANY/MN
CIK 72971
Shares
403.50K
Value
5.98M
Filed
Jun 30, 2026
WOLVERINE ASSET MANAGEMENT LLC
CIK 1279891
Shares
320.38K
Value
4.75M
Filed
Jun 30, 2026
CYPRESS CAPITAL MANAGEMENT LLC (WY)
CIK 1633896
Shares
281.91K
Value
4.18M
Filed
Jun 30, 2026
RAYMOND JAMES FINANCIAL INC
CIK 720005
Shares
266.99K
Value
3.96M
Filed
Jun 30, 2026
THOMAS J. HERZFELD ADVISORS, INC.
CIK 1509510
Shares
238.07K
Value
3.53M
Filed
Jun 30, 2026
ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC
CIK 1890906
Shares
237.87K
Value
3.53M
Filed
Jun 30, 2026
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.
CIK 1462284
Shares
237.61K
Value
3.06M
Filed
Sep 30, 2024
ADVISORS ASSET MANAGEMENT, INC.
CIK 1297376
Shares
231.79K
Value
3.44M
Filed
Jun 30, 2026
UBS GROUP AG
CIK 1610520
Shares
205.38K
Value
3.04M
Filed
Jun 30, 2026
LPL FINANCIAL LLC
CIK 1403438
Shares
188.14K
Value
2.79M
Filed
Jun 30, 2026
RAYMOND JAMES & ASSOCIATES
CIK 1084208
Shares
152.21K
Value
1.96M
Filed
Sep 30, 2024
BANK OF AMERICA CORP /DE/
CIK 70858
Shares
143.63K
Value
2.13M
Filed
Jun 30, 2026
ROYAL BANK OF CANADA
CIK 1000275
Shares
140.30K
Value
2.08M
Filed
Jun 30, 2026
NAVIS WEALTH ADVISORS, LLC
CIK 1849055
Shares
138.76K
Value
2.40M
Filed
Mar 31, 2026
LOGAN STONE CAPITAL, LLC
CIK 1535521
Shares
119.09K
Value
1.76M
Filed
Jun 30, 2026
Z3 CAPITAL PARTNERS, LLC
CIK 2127787
Shares
94.28K
Value
1.40M
Filed
Jun 30, 2026
SABA CAPITAL MANAGEMENT, L.P.
CIK 1510281
Shares
93.44K
Value
1.38M
Filed
Jun 30, 2026
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 895421 | 1.22M | 18.04M | Jun 30, 2026 |
| 2 | CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 1034546 | 444.52K | 6.04M | Mar 31, 2025 |
| 3 | INVESCO LTD. | 914208 | 438.33K | 6.50M | Jun 30, 2026 |
| 4 | WELLS FARGO & COMPANY/MN | 72971 | 403.50K | 5.98M | Jun 30, 2026 |
| 5 | WOLVERINE ASSET MANAGEMENT LLC | 1279891 | 320.38K | 4.75M | Jun 30, 2026 |
| 6 | CYPRESS CAPITAL MANAGEMENT LLC (WY) | 1633896 | 281.91K | 4.18M | Jun 30, 2026 |
| 7 | RAYMOND JAMES FINANCIAL INC | 720005 | 266.99K | 3.96M | Jun 30, 2026 |
| 8 | THOMAS J. HERZFELD ADVISORS, INC. | 1509510 | 238.07K | 3.53M | Jun 30, 2026 |
| 9 | ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 1890906 | 237.87K | 3.53M | Jun 30, 2026 |
| 10 | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 1462284 | 237.61K | 3.06M | Sep 30, 2024 |
| 11 | ADVISORS ASSET MANAGEMENT, INC. | 1297376 | 231.79K | 3.44M | Jun 30, 2026 |
| 12 | UBS GROUP AG | 1610520 | 205.38K | 3.04M | Jun 30, 2026 |
| 13 | LPL FINANCIAL LLC | 1403438 | 188.14K | 2.79M | Jun 30, 2026 |
| 14 | RAYMOND JAMES & ASSOCIATES | 1084208 | 152.21K | 1.96M | Sep 30, 2024 |
| 15 | BANK OF AMERICA CORP /DE/ | 70858 | 143.63K | 2.13M | Jun 30, 2026 |
| 16 | ROYAL BANK OF CANADA | 1000275 | 140.30K | 2.08M | Jun 30, 2026 |
| 17 | NAVIS WEALTH ADVISORS, LLC | 1849055 | 138.76K | 2.40M | Mar 31, 2026 |
| 18 | LOGAN STONE CAPITAL, LLC | 1535521 | 119.09K | 1.76M | Jun 30, 2026 |
| 19 | Z3 CAPITAL PARTNERS, LLC | 2127787 | 94.28K | 1.40M | Jun 30, 2026 |
| 20 | SABA CAPITAL MANAGEMENT, L.P. | 1510281 | 93.44K | 1.38M | Jun 30, 2026 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.