Institutional Ownership Black Rock Energy & Resources Trust (BGR)
This table provides information about the institutional ownership of Black Rock Energy & Resources Trust (BGR). We have compiled data on the 80 institutions that hold shares in the stock, with a total of 5.45 Million shares, which have been reported (via 13F filing form) to have a value of $75.2 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Oct 22, 2025 Q3 2025 |
10,026
shares
|
$138,258
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
9,207
shares
|
$126,964
0.01% of portfolio
|
Q3 2025
Added 11.14%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
7,000
shares
|
$96,530
0.0% of portfolio
|
Q1 2024
Reduced 1.66%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Nov 04, 2025 Q3 2025 |
5,800
shares
|
$79,982
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
5,091
shares
|
$70,204
0.0% of portfolio
|
Q2 2025
Reduced 16.42%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
5,020
shares
|
$69,225
0.0% of portfolio
|
Q3 2025
Added 392.16%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Nov 12, 2025 Q3 2025 |
3,176
shares
|
$43,797
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Nov 06, 2025 Q3 2025 |
2,000
shares
|
$27,580
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Founders Capital Management
|
Nov 13, 2025 Q3 2025 |
2,000
shares
|
$27,580
0.01% of portfolio
|
Q3 2021
New holding
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
1,538
shares
|
$21,209
0.01% of portfolio
|
Q2 2023
Added 1.59%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
1,500
shares
|
$20,685
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
1,383
shares
|
$19,071
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
1,367
shares
|
$18,850
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
1,282
shares
|
$17,678
0.01% of portfolio
|
Q3 2017
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
1,125
shares
|
$15,513
0.0% of portfolio
|
Q3 2025
Reduced 34.4%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
1,111
shares
|
$15,320
0.0% of portfolio
|
Q3 2025
Added 6.83%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Oct 30, 2025 Q3 2025 |
1,030
shares
|
$14,203
0.01% of portfolio
|
Q3 2025
Reduced 70.95%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
950
shares
|
$13,100
0.0% of portfolio
|
Q3 2025
Reduced 47.22%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
700
shares
|
$9,653
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
682
shares
|
$9,404
0.0% of portfolio
|
Q3 2025
Added 9642.86%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
650
shares
|
$8,963
0.0% of portfolio
|
Q3 2022
Reduced 94.25%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
550
shares
|
$7,584
0.0% of portfolio
|
Q4 2017
Reduced 9.09%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2025 Q3 2025 |
500
shares
|
$6,895
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
390
shares
|
$5,378
0.0% of portfolio
|
Q4 2022
Added 1.3%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
280
shares
|
$3,861
0.0% of portfolio
|
Q1 2023
Reduced 26.32%
|
|