EP Wealth Advisors’s BlackRock Utilities, Infrastructure & Power Opportunities Trust BUI Stock Holding History

EP Wealth Advisors’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	$314K	Buy	+10,815	New	+$299K	﹤0.01%	1265

Other funds holding BUI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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 Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

EP Wealth Advisors's BUI Position: Q2 2026 in Review

EP Wealth Advisors opened a new position in BlackRock Utilities, Infrastructure & Power Opportunities Trust (BUI) in Q2 2026: 10,815 shares worth $314K. The stake represents ﹤0.01% of the portfolio and ranks #1265 among its holdings.

82 funds tracked by Wall St. Rank hold BUI as of Q2 2026.

EP Wealth Advisors held 10,815 shares of BlackRock Utilities, Infrastructure & Power Opportunities Trust worth $314K as of Q2 2026.
BlackRock Utilities, Infrastructure & Power Opportunities Trust was a new EP Wealth Advisors position in Q2 2026.
BlackRock Utilities, Infrastructure & Power Opportunities Trust made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1265 holding.
82 funds tracked by Wall St. Rank held BlackRock Utilities, Infrastructure & Power Opportunities Trust as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.