Compare · BGR vs PTA
BGR vs PTA
Side-by-side comparison of BlackRock Energy and Resources Trust (BGR) and Cohen & Steers Tax-Advantaged (PTA): market cap, price performance, sector, and recent activity on the wire.
Summary
- Both BGR and PTA operate in Trusts Except Educational Religious and Charitable (Finance), so they compete in similar markets.
- BGR is the larger of the two at $2.18B, about 2.0x PTA ($1.07B).
- Over the past year, BGR is up 26.1% and PTA is up 0.0% - BGR leads by 26.1 points.
- BGR has hit the wire 1 time in the past 4 weeks while PTA has been quiet.
- Company
- BlackRock Energy and Resources Trust
- Cohen & Steers Tax-Advantaged
- Price
- $15.97-1.72%
- $19.52-0.26%
- Market cap
- $2.18B
- $1.07B
- 1M return
- -5.45%
- -0.46%
- 1Y return
- +26.15%
- +0.00%
- Industry
- Trusts Except Educational Religious and Charitable
- Trusts Except Educational Religious and Charitable
- Exchange
- NYSE
- NYSE
- IPO
- 2004
- 2020
- News (4w)
- 1
- 0
- Recent ratings
- 0
- 0
BlackRock Energy and Resources Trust
BlackRock Energy and Resources Trust is a closed-ended equity mutual fund launched by BlackRock, Inc. The fund is co-managed by BlackRock Advisors, LLC and BlackRock International Limited. It invests in public equity markets across the globe, with an emphasis on the United States. The fund seeks to invest in stocks of companies operating in the energy and natural resources sectors. It invests in stocks of companies across all market capitalizations. The fund also invests through equity derivatives, with an emphasis on option writing. It was formerly known as BlackRock Global Energy and Resources Trust. BlackRock Energy and Resources Trust was formed on December 23, 2004 and is domiciled in the United States.
Latest BGR
- Certain BlackRock Closed-End Funds Announce Estimated Sources of Distributions
- Certain BlackRock Closed-End Funds Announce Estimated Sources of Distributions
- Certain BlackRock Closed-End Funds Announce Estimated Sources of Distributions
- SEC Form N-CEN filed by BlackRock Energy and Resources Trust
- SEC Form N-CSR filed by BlackRock Energy and Resources Trust
- Distribution Dates and Amounts Announced for Certain BlackRock Closed-End Funds
- Certain BlackRock Closed-End Funds Announce Estimated Sources of Distributions
- Vice President Minar Stephen Thomas bought $64,408 worth of shares (4,320 units at $14.91), decreasing direct ownership by 45% to 1,900 units (SEC Form 4)
- Portfolio Manager Mcclements Kyle converted options into 2,203 shares and returned $34,196 worth of shares to the company (2,203 units at $15.52) (SEC Form 4)
- Portfolio Manager Hume Mark converted options into 1,165 shares and returned $18,085 worth of shares to the company (1,165 units at $15.52) (SEC Form 4)
Latest PTA
- Cohen & Steers Closed-End Funds Declare Distributions for April, May and June 2026
- SEC Form N-CEN filed by Cohen & Steers Tax-Advantaged
- SEC Form N-CSR filed by Cohen & Steers Tax-Advantaged
- Cohen & Steers Closed-End Funds Declare Distributions for January, February and March 2026
- Zaharis-Nikas Elaine was granted 1,685 shares, increasing direct ownership by 8% to 8,761 units (SEC Form 5)
- Kastoff Robert was granted 71 shares, increasing direct ownership by 8% to 915 units (SEC Form 5)
- SEC Form 3 filed by new insider Hilal Nargis
- Amendment: SEC Form SCHEDULE 13G/A filed by Cohen & Steers Tax-Advantaged
- Cohen & Steers Closed-End Funds Declare Distributions for October, November and December 2025
- SEC Form N-PX filed by Cohen & Steers Tax-Advantaged