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

Chancellor Financial Group WB’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
Q1 		$333K Buy
12,607
+1,100
+10% +$30.3K 0.24% 84
2025
Q4 		$296K Hold
11,507
– – 0.2% 100
2025
Q3 		$301K Buy
11,507
+750
+7% +$19.9K 0.21% 94
2025
Q2 		$277K Sell
10,757
-550
-5% -$13K 0.21% 96
2025
Q1 		$256K Buy
11,307
+200
+2% +$4.59K 0.21% 98
2024
Q4 		$260K Buy
+11,107
New +$261K 0.21% 96

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
CCC
Cable Car Capital San Francisco, California $289M AUM 26.33% 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

Chancellor Financial Group WB's BUI Position: Q1 2026 in Review

Chancellor Financial Group WB increased its BlackRock Utilities, Infrastructure & Power Opportunities Trust (BUI) stake by 9.6% in Q1 2026, buying an estimated $30.3K and bringing the position to 12,607 shares worth $333K. The position accounts for 0.24% of the portfolio, ranked #84.

Chancellor Financial Group WB first reported a position in BUI in Q4 2024 and has held it in 6 quarters since. 75 funds tracked by Wall St. Rank hold BUI as of Q1 2026.

  • Chancellor Financial Group WB held 12,607 shares of BlackRock Utilities, Infrastructure & Power Opportunities Trust worth $333K as of Q1 2026.
  • Chancellor Financial Group WB bought 1,100 BlackRock Utilities, Infrastructure & Power Opportunities Trust shares in Q1 2026, an estimated $30.3K.
  • BlackRock Utilities, Infrastructure & Power Opportunities Trust made up 0.24% of Chancellor Financial Group WB's portfolio in Q1 2026, its #84 holding.
  • Chancellor Financial Group WB first reported a position in BlackRock Utilities, Infrastructure & Power Opportunities Trust in Q4 2024 and has held it in 6 quarters since.
  • 75 funds tracked by Wall St. Rank held BlackRock Utilities, Infrastructure & Power Opportunities Trust as of Q1 2026.

Based on Chancellor Financial Group WB's 13F filing for Q1 2026, filed 14 May 2026.