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 83 institutions that hold shares in the stock, with a total of 6.07 Million shares, which have been reported (via 13F filing form) to have a value of $82.4 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
10,045
shares
|
$136,310
0.0% of portfolio
|
Q1 2024
Reduced 1.95%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
8,284
shares
|
$112,413
0.01% of portfolio
|
Q2 2025
Added 10.59%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
7,000
shares
|
$94,990
0.0% of portfolio
|
Q1 2024
Reduced 1.66%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jul 29, 2025 Q2 2025 |
5,800
shares
|
$78,706
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
5,091
shares
|
$69,084
0.0% of portfolio
|
Q2 2025
Reduced 16.42%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Aug 13, 2025 Q2 2025 |
3,546
shares
|
$48,119
0.03% of portfolio
|
Q1 2025
Reduced 16.74%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Aug 04, 2025 Q2 2025 |
3,176
shares
|
$43,098
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
2,224
shares
|
$30,179
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Founders Capital Management
|
Jul 18, 2025 Q2 2025 |
2,000
shares
|
$27,140
0.02% of portfolio
|
Q3 2021
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
1,800
shares
|
$24,426
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
1,715
shares
|
$23,272
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
1,538
shares
|
$20,870
0.01% of portfolio
|
Q2 2023
Added 1.59%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
1,500
shares
|
$20,355
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
1,383
shares
|
$18,767
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
1,282
shares
|
$17,396
0.01% of portfolio
|
Q3 2017
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
1,040
shares
|
$14,112
0.0% of portfolio
|
Q2 2025
Reduced 2.16%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
1,020
shares
|
$13,841
0.0% of portfolio
|
Q3 2024
Added 24.39%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
1,018
shares
|
$13,814
0.0% of portfolio
|
Q2 2025
Reduced 20.96%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 01, 2025 Q2 2025 |
666
shares
|
$9,037
0.0% of portfolio
|
Q1 2025
Reduced 16.75%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
650
shares
|
$8,820
0.0% of portfolio
|
Q3 2022
Reduced 94.25%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
625
shares
|
$8,481
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
550
shares
|
$7,463
0.0% of portfolio
|
Q4 2017
Reduced 9.09%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
500
shares
|
$6,785
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
390
shares
|
$5,292
0.0% of portfolio
|
Q4 2022
Added 1.3%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
280
shares
|
$3,799
0.0% of portfolio
|
Q1 2023
Reduced 26.32%
|