BGR (BlackRock Energy & Resources Trust) Institutional Ownership: 23.47% (As of Aug. 21, 2026)

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BGR BlackRock Energy & Resources Trust BGR
43 GF Score
Price $17.45
GF Value $25.14
Valuation Significantly Undervalued
! 6 Warning Signs
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What is BlackRock Energy & Resources Trust Institutional Ownership?

BlackRock Energy & Resources Trust BGR +1.04% 43 Institutional Ownership is 23.47% as of Aug. 21, 2026. GuruFocus rates BGR with a GF Score™ of 43/100 and a GF Value™ of $25.14 (Significantly Undervalued). The stock has 6 warning signs investors should review.

Institutional ownership is the percentage of shares that are owned by institutions out of the total shares outstanding. As of today, BlackRock Energy & Resources Trust's institutional ownership is 23.47%.

Insider Ownership is the percentage of shares that are owned by company insiders relative to the total shares outstanding. As of today, BlackRock Energy & Resources Trust's Insider Ownership is 0.02%.

Float Percentage Of Total Shares Outstanding is the percentage of float shares relative to the total shares outstanding. As of today, BlackRock Energy & Resources Trust's Float Percentage Of Total Shares Outstanding is 99.98%.

BlackRock Energy & Resources Trust Institutional Ownership Historical Data

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The historical data trend for BlackRock Energy & Resources Trust's Institutional Ownership can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

BlackRock Energy & Resources Trust Institutional Ownership Chart

BlackRock Energy & Resources Trust Historical Data

The historical data trend for BlackRock Energy & Resources Trust can be seen below:

2025-10-31 2025-11-30 2025-12-31 2026-01-31 2026-02-28 2026-03-31 2026-04-30 2026-05-31 2026-06-30 2026-07-31
Institutional Ownership 1.98 1.97 1.85 1.49 1.51 1.64 1.93 1.88 2.28 2.08
BGR
43GF Score
BlackRock Energy & Resources Trust BGR
Institutional Ownership is just one metric. See GF Score™, valuation, warning signs, and more.
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BlackRock Energy & Resources Trust Institutional Ownership Calculation

The percentage of shares that are owned by institutions out of the total shares outstanding.

What does a Institutional Ownership of 23.47% mean?
BlackRock Energy & Resources Trust (BGR) has a Institutional Ownership of 23.47% as of Aug. 21, 2026. Institutional ownership equals the percent of shares owned by financial institutions relative to total shares. View historical data on BlackRock Energy & Resources Trust and its competitors.
Is BlackRock Energy & Resources Trust's Institutional Ownership too high?
BlackRock Energy & Resources Trust's current Institutional Ownership is 23.47%. Overall, BlackRock Energy & Resources Trust has a GF Score™ of 43/100 and is considered Significantly Undervalued, reflecting its overall financial health beyond just this single metric.
How does BlackRock Energy & Resources Trust's Institutional Ownership compare to FINS and DFP?
BlackRock Energy & Resources Trust's Institutional Ownership of 23.47% can be compared against companies in the Asset Management industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Institutional Ownership for an Asset Management company?
A good Institutional Ownership depends on the Asset Management industry context. However, Institutional Ownership should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Institutional Ownership mean?
A high Institutional Ownership can signal that a stock is expensive relative to its fundamentals. Institutional ownership equals the percent of shares owned by financial institutions relative to total shares. View historical data on BlackRock Energy & Resources Trust and its competitors. BlackRock Energy & Resources Trust's current Institutional Ownership is 23.47%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is BlackRock Energy & Resources Trust stock overvalued right now?
Based on GuruFocus' analysis, BlackRock Energy & Resources Trust (BGR) is currently considered Significantly Undervalued. The stock's GF Value™ is $25.14, compared to a current price of $17.45 — trading 30.6% below its estimated fair value. The current Institutional Ownership is 23.47%. BlackRock Energy & Resources Trust's overall GF Score™ is 43/100 with 6 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Institutional Ownership calculated?
Institutional Ownership is calculated from a company's financial statements. For BlackRock Energy & Resources Trust (BGR), the current Institutional Ownership is 23.47% as of Aug. 21, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is BlackRock Energy & Resources Trust (BGR) Overvalued in 2026?

Based on GuruFocus' analysis, BlackRock Energy & Resources Trust stock appears to be undervalued. The current stock price of $17.45 is trading 30.6% below its estimated GF Value™ of $25.14. GuruFocus considers BlackRock Energy & Resources Trust to be Significantly Undervalued.

Key valuation signals for BGR:

  • Institutional Ownership: 23.47%
  • GF Value™: $25.14 vs. price of $17.45 (30.6% below fair value)
  • GF Score™: 43/100 with 6 warning signs

No single metric tells the full story. See the BGR stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.

BlackRock Energy & Resources Trust Business Description

Address 100 Bellevue Parkway, Wilmington, DE, USA, 19809
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, utilities, and others.
43GF Score

Get the complete analysis for BGR

Institutional Ownership is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

$17.45
Price
$25.14
GF Value