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MPWM Advisory Solutions’s BlackRock Utilities, Infrastructure & Power Opportunities Trust BUI Stock Holding History

MPWM Advisory Solutions’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 		$76.7K Buy
2,908
+900
+45% +$24.8K 0.04% 157
2025
Q4 		$51.6K Buy
+2,008
New +$52.9K 0.03% 179

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

MPWM Advisory Solutions's BUI Position: Q1 2026 in Review

MPWM Advisory Solutions increased its BlackRock Utilities, Infrastructure & Power Opportunities Trust (BUI) stake by 45% in Q1 2026, buying an estimated $24.8K and bringing the position to 2,908 shares worth $76.7K. The position accounts for 0.04% of the portfolio, ranked #157.

MPWM Advisory Solutions first reported a position in BUI in Q4 2025 and has held it in 2 quarters since. 75 funds tracked by Wall St. Rank hold BUI as of Q1 2026.

  • MPWM Advisory Solutions held 2,908 shares of BlackRock Utilities, Infrastructure & Power Opportunities Trust worth $76.7K as of Q1 2026.
  • MPWM Advisory Solutions bought 900 BlackRock Utilities, Infrastructure & Power Opportunities Trust shares in Q1 2026, an estimated $24.8K.
  • BlackRock Utilities, Infrastructure & Power Opportunities Trust made up 0.04% of MPWM Advisory Solutions's portfolio in Q1 2026, its #157 holding.
  • MPWM Advisory Solutions first reported a position in BlackRock Utilities, Infrastructure & Power Opportunities Trust in Q4 2025 and has held it in 2 quarters since.
  • 75 funds tracked by Wall St. Rank held BlackRock Utilities, Infrastructure & Power Opportunities Trust as of Q1 2026.

Based on MPWM Advisory Solutions's 13F filing for Q1 2026, filed 13 May 2026.