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 84 institutions that hold shares in the stock, with a total of 6.63 Million shares, which have been reported (via 13F filing form) to have a value of $87.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
10,045
shares
|
$132,594
0.0% of portfolio
|
Q1 2024
Reduced 1.95%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
8,284
shares
|
$109,348
0.01% of portfolio
|
Q2 2025
Added 10.59%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
7,000
shares
|
$92,400
0.0% of portfolio
|
Q1 2024
Reduced 1.66%
|
|
|
Elequin Capital LP
New York, NY |
May 13, 2025 Q1 2025 |
6,355
shares
|
$83,886
0.01% of portfolio
|
Q1 2025
Added 96.26%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
6,091
shares
|
$80,401
0.0% of portfolio
|
Q1 2025
Added 19.64%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
May 07, 2025 Q1 2025 |
5,800
shares
|
$76,560
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
May 14, 2025 Q1 2025 |
4,335
shares
|
$57,222
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
May 05, 2025 Q1 2025 |
3,546
shares
|
$46,807
0.03% of portfolio
|
Q1 2025
Reduced 16.74%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
2,224
shares
|
$29,356
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Founders Capital Management
|
Jul 18, 2025 Q2 2025 |
2,000
shares
|
$26,400
0.02% of portfolio
|
Q3 2021
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
1,800
shares
|
$23,760
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
1,538
shares
|
$20,301
0.01% of portfolio
|
Q2 2023
Added 1.59%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
1,500
shares
|
$19,800
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
1,383
shares
|
$18,255
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
1,282
shares
|
$16,922
0.01% of portfolio
|
Q3 2017
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
1,063
shares
|
$14,031
0.0% of portfolio
|
Q1 2025
Added 2.21%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
1,020
shares
|
$13,464
0.0% of portfolio
|
Q3 2024
Added 24.39%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
1,018
shares
|
$13,437
0.0% of portfolio
|
Q2 2025
Reduced 20.96%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
666
shares
|
$8,791
0.0% of portfolio
|
Q1 2025
Reduced 16.75%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
650
shares
|
$8,580
0.0% of portfolio
|
Q3 2022
Reduced 94.25%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
550
shares
|
$7,260
0.0% of portfolio
|
Q4 2017
Reduced 9.09%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
390
shares
|
$5,148
0.0% of portfolio
|
Q4 2022
Added 1.3%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
366
shares
|
$4,831
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
344
shares
|
$4,540
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
289
shares
|
$3,814
0.0% of portfolio
|
Q1 2025
Reduced 13.21%
|