Latest imported 13F data
BGR

BLACKROCK ENERGY & RES TR

Institutional Ownership · Q4 2025

Filing: Q4 2025

BLACKROCK ENERGY & RES TR (BGR) is held by 67 institutional investors with combined holdings of $61M. Major holders include MORGAN STANLEY, WELLS FARGO & COMPANY/MN, Invesco Ltd..

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Institutional Holders
67
Total Value
$60.6M
Ownership %
17.6%

🏦 Top Institutional Holders

MORGAN STANLEY
1.1M shares
$15.5M
4.49% ownership
WELLS FARGO & COMPANY/MN
338.3K shares
$4.6M
1.33% ownership
Invesco Ltd.
312.0K shares
$4.2M
1.23% ownership
Cypress Capital Management LLC (WY)
307.7K shares
$4.2M
1.21% ownership
UBS Group AG
226.0K shares
$3.1M
0.89% ownership

📊 Financials

Income statement, balance sheet, and cash flow from SEC filings.

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