Baird Financial Group
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Baird Financial Group’s BlackRock Utilities, Infrastructure & Power Opportunities Trust BUI Stock Holding History

Baird Financial Group’s Portfolio BUI Stock Details BUI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$630K Sell
21,705
-1,200
-5% -$33.1K ﹤0.01% 1469
2026
Q1 		$604K Sell
22,905
-989
-4% -$27.2K ﹤0.01% 1420
2025
Q4 		$614K Sell
23,894
-25
-0.1% -$658 ﹤0.01% 1401
2025
Q3 		$626K Sell
23,919
-2,616
-10% -$69.3K ﹤0.01% 1398
2025
Q2 		$683K Buy
26,535
+187
+0.7% +$4.42K ﹤0.01% 1325
2025
Q1 		$596K Buy
26,348
+6,987
+36% +$161K ﹤0.01% 1341
2024
Q4 		$454K Buy
19,361
+574
+3% +$13.5K ﹤0.01% 1416
2024
Q3 		$466K Buy
18,787
+250
+1% +$5.77K ﹤0.01% 1400
2024
Q2 		$411K Buy
18,537
+300
+2% +$6.56K ﹤0.01% 1456
2024
Q1 		$393K Buy
18,237
+1,250
+7% +$26.5K ﹤0.01% 1471
2023
Q4 		$371K Buy
+16,987
New +$343K ﹤0.01% 1456

Other funds holding BUI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
NRI
NFP Retirement Inc Aliso Viejo, California $1.82B AUM 16.11% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Baird Financial Group's BUI Position: Q2 2026 in Review

Baird Financial Group reduced its BlackRock Utilities, Infrastructure & Power Opportunities Trust (BUI) stake by 5.2% in Q2 2026, selling an estimated $33.1K and leaving 21,705 shares worth $630K. The position accounts for ﹤0.01% of the portfolio, ranked #1469.

Baird Financial Group first reported a position in BUI in Q4 2023 and has held it in 11 quarters since. The position peaked at $683K in Q2 2025. 82 funds tracked by Wall St. Rank hold BUI as of Q2 2026.

  • Baird Financial Group held 21,705 shares of BlackRock Utilities, Infrastructure & Power Opportunities Trust worth $630K as of Q2 2026.
  • Baird Financial Group sold 1,200 BlackRock Utilities, Infrastructure & Power Opportunities Trust shares in Q2 2026, an estimated $33.1K.
  • BlackRock Utilities, Infrastructure & Power Opportunities Trust made up ﹤0.01% of Baird Financial Group's portfolio in Q2 2026, its #1469 holding.
  • Baird Financial Group first reported a position in BlackRock Utilities, Infrastructure & Power Opportunities Trust in Q4 2023 and has held it in 11 quarters since.
  • Baird Financial Group's BlackRock Utilities, Infrastructure & Power Opportunities Trust position peaked at $683K in Q2 2025.
  • 82 funds tracked by Wall St. Rank held BlackRock Utilities, Infrastructure & Power Opportunities Trust as of Q2 2026.

Based on Baird Financial Group's 13F filing for Q2 2026, filed 12 Aug 2026.