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Beaird Harris Wealth Management’s BlackRock Utilities, Infrastructure & Power Opportunities Trust BUI Stock Holding History

Beaird Harris Wealth Management’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
2025
Q3 		– Sell
-250
Closed -$6.44K – 732
2025
Q2 		$6.44K Hold
250
– – ﹤0.01% 407
2025
Q1 		$5.66K Buy
+250
New +$5.74K ﹤0.01% 378

Other funds holding BUI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NRI
NFP Retirement Inc Aliso Viejo, California $1.67B AUM 13.03% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Beaird Harris Wealth Management's BUI Position: Q3 2025 in Review

Beaird Harris Wealth Management sold out of BlackRock Utilities, Infrastructure & Power Opportunities Trust (BUI) in Q3 2025, closing a stake of 250 shares — an estimated $6.44K sold.

Beaird Harris Wealth Management first reported a position in BUI in Q1 2025 and held it in 2 quarters. The position peaked at $6.44K in Q2 2025. 62 funds tracked by Wall St. Rank hold BUI as of Q3 2025.

  • Beaird Harris Wealth Management reported no remaining BlackRock Utilities, Infrastructure & Power Opportunities Trust position as of Q3 2025 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 250 BlackRock Utilities, Infrastructure & Power Opportunities Trust shares in Q3 2025, an estimated $6.44K.
  • Beaird Harris Wealth Management first reported a position in BlackRock Utilities, Infrastructure & Power Opportunities Trust in Q1 2025 and held it in 2 quarters.
  • Beaird Harris Wealth Management's BlackRock Utilities, Infrastructure & Power Opportunities Trust position peaked at $6.44K in Q2 2025.
  • 62 funds tracked by Wall St. Rank held BlackRock Utilities, Infrastructure & Power Opportunities Trust as of Q3 2025.

Based on Beaird Harris Wealth Management's 13F filing for Q3 2025, filed 13 Nov 2025.