BGR — BlackRock Energy & Resources Trust
Price · 2024-08-26 → 2026-08-21
499 daily closes shownAnonymous view is capped at two years of history. A free account extends it to five, and Pro opens the whole archive back to 2016-01-04.
Performance
Technicals
Dividends
Measured signals that fired on BGR
| date | signal | measured base rate |
|---|---|---|
| 2026-04-28 | Short volume far above its own normal short | -0.76% over 21 days · t = -2.79 · n = 5,897 statistically distinguishable from its control group |
| 2026-02-26 | Breakout to a 52-week high price | -1.00% over 21 days · t = -8.58 · n = 24,386 statistically distinguishable from its control group |
Excess return against a matched control group, on a point-in-time universe that includes delisted companies. Most families do not survive that. How the measurement works →
Insider transactions (Form 4)
| date | insider | what | shares | price | value |
|---|---|---|---|---|---|
| 2026-02-10 | Minar Stephen Thomas Vice President | Open-market purchase | 1.9K | 14.91 | 28.3K |
| 2026-02-10 | Minar Stephen Thomas Vice President | Open-market purchase | 1.3K | 14.91 | 19.4K |
| 2026-02-10 | Minar Stephen Thomas Vice President | Open-market purchase | 850 | 14.90 | 12.7K |
| 2026-02-10 | Minar Stephen Thomas Vice President | Open-market purchase | 270 | 14.93 | 4.0K |
| 2026-01-30 | Bishop Alastair | Disposition to issuer | 5.1K | 15.52 | 79.7K |
| 2026-01-30 | McClements Kyle | Disposition to issuer | 2.2K | 15.52 | 34.2K |
| 2026-01-30 | Hume Mark | Disposition to issuer | 1.2K | 15.52 | 18.1K |
| 2026-01-30 | McClements Kyle | Option exercise | 2.2K | — | — |
| 2026-01-30 | Bishop Alastair | Option exercise | 5.1K | — | — |
| 2026-01-30 | Hume Mark | Option exercise | 1.2K | — | — |
Open-market purchases (code P) are the informative ones. Grants, option exercises and tax withholding are compensation mechanics, not decisions. How to read a Form 4 →
Largest institutional holders
| manager | value | shares |
|---|---|---|
| MORGAN STANLEY | 24.5M | 1.4M |
| WELLS FARGO & COMPANY/MN | 6.8M | 390.0K |
| Invesco Ltd. | 6.7M | 387.0K |
| RAYMOND JAMES FINANCIAL INC | 5.2M | 301.0K |
| Cypress Capital Management LLC (WY) | 4.6M | 265.9K |
| UBS Group AG | 4.1M | 235.7K |
| ABSOLUTE INVESTMENT ADVISERS, LLC | 4.0M | 228.5K |
| Advisors Asset Management, Inc. | 3.7M | 213.3K |
| WOLVERINE ASSET MANAGEMENT LLC | 3.4M | 196.5K |
| LPL Financial LLC | 3.2M | 182.7K |
13F positions as of 2026-03-31, filed up to 45 days after quarter end. Long-only US equity — shorts and derivatives never appear. What 13F does and does not show →
Short selling
This is off-exchange short volume, not short interest: it is flow, not position, and 40–50% is normal because market makers short to fill your buy. Why that number misleads →
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