BlackRock Energy and Resources Income Trust plc

LSE:BERI Stock Report

Market Cap: UK£150.6m

BlackRock Energy and Resources Income Trust Ownership

Who are the major shareholders and have insiders been buying or selling?


Recent Insider Transactions

LSE:BERI Recent Insider Transactions by Companies or Individuals
DateValueNameEntityRoleSharesMax Price
04 Oct 23BuyUK£7,788Carol BellIndividual6,800UK£1.15

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.


Ownership Breakdown

What is the ownership structure of BERI?
Owner TypeNumber of SharesOwnership Percentage
Individual Insiders135,3050.108%
Private Companies529,4030.423%
Public Companies950,1310.76%
General Public53,190,75642.5%
Institutions70,205,59956.2%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.


Top Shareholders

Top 25 shareholders own 47.3% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
6.04%
A J Bell Holdings Limited, Asset Management Arm
7,546,580UK£9.1m-8.15%0.1%
5.18%
Canaccord Genuity Wealth (International) Limited
6,470,454UK£7.8m-0.99%0.14%
4.13%
Charles Stanley & Co. Ltd, Asset Management Arm
5,162,868UK£6.2m-1.97%0.06%
4.06%
HBOS Investment Fund Managers Limited
5,071,548UK£6.1m-3.99%0.06%
3.93%
Integrated Financial Arrangements plc, Asset Management Arm
4,915,033UK£5.9m-3.79%0.3%
2.94%
Barclays Bank PLC, Wealth and Investment Management Division
3,677,190UK£4.4m-6.58%0.05%
2.39%
Fidelity International Ltd
2,992,960UK£3.6m-3.83%no data
2.08%
Wise Funds Limited
2,594,920UK£3.1m-7.06%2.86%
2.03%
Close Asset Management Ltd.
2,539,294UK£3.1m-3.75%0.04%
1.82%
BlackRock, Inc.
2,275,340UK£2.7m3.05%no data
1.52%
Legal & General Investment Management Limited
1,898,971UK£2.3m0.14%no data
1.42%
1607 Capital Partners, LLC
1,769,885UK£2.1m13.1%0.08%
1.33%
London Wealth Management Limited
1,660,603UK£2.0m-4.06%0.12%
1.24%
HSBC Global Asset Management (UK) Limited
1,550,598UK£1.9m0.56%no data
0.85%
Brewin Dolphin Limited
1,058,065UK£1.3m-9.4%0.01%
0.76%
Lloyds Banking Group plc
950,131UK£1.1m-13.6%no data
0.7%
Rathbones Investment Management Limited
871,800UK£1.1m-20.4%no data
0.7%
Evelyn Partners Investment Management LLP
871,085UK£1.0m-5.32%0.01%
0.67%
FIM Capital Limited
837,187UK£1.0m12.8%1.78%
0.66%
EQ Investors
821,643UK£990.1k4.37%0.71%
0.61%
Evelyn Partners Investment Management Services Limited
766,950UK£924.2k-4.58%0.16%
0.59%
Craigs Investment Partners Limited
732,775UK£883.0k-2.89%0.14%
0.57%
CG Asset Management Ltd.
709,492UK£854.9k158%0.23%
0.56%
Killik Asset Management
703,410UK£847.6k-2.3%0.07%
0.55%
The Vanguard Group, Inc.
685,267UK£825.7k0%no data
Simply Wall Street Pty Ltd (ACN 600 056 611), is a Corporate Authorised Representative (Authorised Representative Number: 467183) of Sanlam Private Wealth Pty Ltd (AFSL No. 337927). Any advice contained in this website is general advice only and has been prepared without considering your objectives, financial situation or needs. You should not rely on any advice and/or information contained in this website and before making any investment decision we recommend that you consider whether it is appropriate for your situation and seek appropriate financial, taxation and legal advice. Please read our Financial Services Guide before deciding whether to obtain financial services from us.