BlackRock Energy and Resources TrustBGR
BGR
About: BlackRock Energy & Resources Trust is a closed-end equity fund providing total return through a combination of current income, gains and capital appreciation by investing in equity securities and derivatives of energy and natural resources companies. The fund invests in various sectors such as information technology, financials, healthcare, consumer discretionary, industrial, energy, materials and utilities.
0
Funds holding %
of 7,407 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
18% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 11
2% less funds holding
Funds holding: 66 [Q3] → 65 (-1) [Q4]
3.2% less ownership
Funds ownership: 29.56% [Q3] → 26.36% (-3.2%) [Q4]
15% less capital invested
Capital invested by funds: $105M [Q3] → $89.1M (-$15.5M) [Q4]
29% less repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 21
Research analyst outlook
We haven’t received any recent analyst ratings for BGR.
Financial journalist opinion
Neutral
Business Wire
1 week ago
Certain BlackRock Closed-End Funds Announce Estimated Sources of Distributions
NEW YORK--(BUSINESS WIRE)---- $BBN--Today, BlackRock Resources & Commodities Strategy Trust (NYSE: BCX), BlackRock Enhanced Equity Dividend Trust (NYSE: BDJ), BlackRock Energy and Resources Trust (NYSE: BGR), BlackRock Enhanced International Dividend Trust (NYSE: BGY), BlackRock Health Sciences Trust (NYSE: BME), BlackRock Health Sciences Term Trust (NYSE: BMEZ), BlackRock Enhanced Global Dividend Trust (NYSE: BOE), BlackRock Utilities, Infrastructure & Power Opportunities Trust (NYSE: BUI), Bla.
Positive
Seeking Alpha
3 weeks ago
Income Strategy: 2 Great 9%-Yielding Bargains
A focus on generating income is better than depleting assets, with high-yield stocks offering better returns than low-yield options like the S&P 500. In this article, I focus on two such stocks that offer 9% yields. Both are undervalued and can offer great diversification to an income portfolio.
Positive
Seeking Alpha
1 month ago
BGR: Uncertain Energy Price Environment, But The Fund Should Be Well-Positioned
The BlackRock Energy & Resources Trust offers high current income and exposure to the traditional energy sector, outperforming during market declines but underperforming in strong markets. The fund's covered call strategy boosts income but caps upside potential, making it ideal for income-focused investors seeking stability over high growth. The current regulatory environment under President Trump is favorable for traditional energy, potentially benefiting midstream companies and LNG producers.
Neutral
Business Wire
1 month ago
Certain BlackRock Closed-End Funds Announce Estimated Sources of Distributions
NEW YORK--(BUSINESS WIRE)---- $BBN--Today, BlackRock Resources & Commodities Strategy Trust (NYSE: BCX), BlackRock Enhanced Equity Dividend Trust (NYSE: BDJ), BlackRock Energy and Resources Trust (NYSE: BGR), BlackRock Enhanced International Dividend Trust (NYSE: BGY), BlackRock Health Sciences Trust (NYSE: BME), BlackRock Health Sciences Term Trust (NYSE: BMEZ), BlackRock Enhanced Global Dividend Trust (NYSE: BOE), BlackRock Utilities, Infrastructure & Power Opportunities Trust (NYSE: BUI), Bla.
Neutral
Business Wire
1 month ago
Certain BlackRock Funds Announce Final Results of Tender Offers
NEW YORK--(BUSINESS WIRE)---- $BGR--The BlackRock closed-end funds (the “Funds”) listed below announced today the final results of each Fund's tender offer (each, a “Tender Offer”) for up to 2.5% of its outstanding common shares (the “Shares”). The Tender Offers, which expired at 5:00 p.m. Eastern time on February 21, 2025, were oversubscribed for each Fund. Therefore, in accordance with the terms and conditions of the Tender Offers, each Fund will purchase Shares from all tendering shareholders on a pr.
Neutral
Business Wire
1 month ago
Certain BlackRock Funds Announce Expiration and Preliminary Results of Tender Offers
NEW YORK--(BUSINESS WIRE)---- $BGR--The BlackRock closed-end funds (the “Funds”) listed below announced today the expiration and preliminary results of each Fund's tender offer (each, a “Tender Offer”) for up to 2.5% of its outstanding common shares (the “Shares”). Each Tender Offer commenced on January 22, 2025 and expired at 5:00 p.m. Eastern time on February 21, 2025. Based on preliminary information, the number of Shares properly tendered for each Fund and not withdrawn is noted in the table below.
Neutral
Business Wire
2 months ago
Certain BlackRock Closed-End Funds Announce Estimated Sources of Distributions
NEW YORK--(BUSINESS WIRE)---- $BBN--Today, BlackRock Resources & Commodities Strategy Trust (NYSE: BCX), BlackRock Enhanced Equity Dividend Trust (NYSE: BDJ), BlackRock Energy and Resources Trust (NYSE: BGR), BlackRock Enhanced International Dividend Trust (NYSE: BGY), BlackRock Health Sciences Trust (NYSE: BME), BlackRock Health Sciences Term Trust (NYSE: BMEZ), BlackRock Enhanced Global Dividend Trust (NYSE: BOE), BlackRock Utilities, Infrastructure & Power Opportunities Trust (NYSE: BUI), Bla.
Positive
Seeking Alpha
2 months ago
2 Great Income Machines With 7%-8% Yields
Recessions are the worst for portfolio values, but amazing times to rapidly grow your income. Stop letting market movements determine your happiness. Our Income Method has changed countless retirements for the better.
Neutral
Business Wire
3 months ago
Certain BlackRock Closed-End Funds Announce Estimated Sources of Distributions
NEW YORK--(BUSINESS WIRE)---- $BBN--Today, BlackRock Resources & Commodities Strategy Trust (NYSE: BCX), BlackRock Enhanced Equity Dividend Trust (NYSE: BDJ), BlackRock Energy and Resources Trust (NYSE: BGR), BlackRock Enhanced International Dividend Trust (NYSE: BGY), BlackRock Health Sciences Trust (NYSE: BME), BlackRock Health Sciences Term Trust (NYSE: BMEZ), BlackRock Enhanced Global Dividend Trust (NYSE: BOE), BlackRock Utilities, Infrastructure & Power Opportunities Trust (NYSE: BUI), Bla.
Positive
Seeking Alpha
3 months ago
BGR: A Possible Near-Term Catalyst For Crude Oil, Play With This Fund
The BlackRock Energy and Resources Trust offers an 8.76% yield, significantly higher than global and U.S. energy indices, making it attractive for income-seeking investors. Despite underperforming the S&P 500, the fund outperformed the global energy index over the past several months, delivering an 8.31% total return when distributions are included. The fund's strategy includes investing in global energy stocks and writing covered call options, focusing on total return through dividends and capital gains.
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