Hoey Investments’s BlackRock Utilities, Infrastructure & Power Opportunities Trust BUI Stock Holding History

Hoey Investments’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 Q1	–	Sell	-448	Closed	-$10.5K	–	380
2024 Q4	$10.5K	Hold	448	–	–	﹤0.01%	207
2024 Q3	$9.92K	Hold	448	–	–	﹤0.01%	203
2024 Q2	$9.92K	Hold	448	–	–	﹤0.01%	203
2024 Q1	$9.66K	Sell	448 -40	-8%	-$849	﹤0.01%	210
2023 Q4	$10.6K	Hold	488	–	–	﹤0.01%	202
2023 Q3	$9.68K	Hold	488	–	–	﹤0.01%	215
2023 Q2	$10.8K	Sell	488 -3,100	-86%	-$70.6K	﹤0.01%	205
2023 Q1	$86K	Sell	3,588 -389	-10%	-$8.63K	0.03%	111
2022 Q4	$82.6K	Sell	3,977 -3,390	-46%	-$70.3K	0.04%	107
2022 Q3	$148K	Buy	+7,367	New	+$166K	0.06%	100

Other funds holding BUI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

NRI

NFP Retirement Inc Aliso Viejo, California $1.67B AUM 13.03% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Hoey Investments's BUI Position: Q1 2025 in Review

Hoey Investments sold out of BlackRock Utilities, Infrastructure & Power Opportunities Trust (BUI) in Q1 2025, closing a stake of 448 shares — an estimated $10.5K sold.

Hoey Investments first reported a position in BUI in Q3 2022 and held it in 10 quarters. The position peaked at $148K in Q3 2022. 65 funds tracked by Wall St. Rank hold BUI as of Q1 2025.

Hoey Investments reported no remaining BlackRock Utilities, Infrastructure & Power Opportunities Trust position as of Q1 2025 after selling out during the quarter.
Hoey Investments sold 448 BlackRock Utilities, Infrastructure & Power Opportunities Trust shares in Q1 2025, an estimated $10.5K.
Hoey Investments first reported a position in BlackRock Utilities, Infrastructure & Power Opportunities Trust in Q3 2022 and held it in 10 quarters.
Hoey Investments's BlackRock Utilities, Infrastructure & Power Opportunities Trust position peaked at $148K in Q3 2022.
65 funds tracked by Wall St. Rank held BlackRock Utilities, Infrastructure & Power Opportunities Trust as of Q1 2025.

Based on Hoey Investments's 13F filing for Q1 2025, filed 16 Apr 2025.