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

Newbridge Financial Services Group’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 Q4	–	Sell	-200	Closed	-$5.23K	–	1229
2025 Q3	$5.23K	Hold	200	–	–	﹤0.01%	1015
2025 Q2	$5.15K	Buy	+200	New	+$4.73K	﹤0.01%	1021
2021 Q3	–	Sell	-32,186	Closed	-$829K	–	1406
2021 Q2	$829K	Buy	32,186 +9,725	+43%	+$255K	0.51%	33
2021 Q1	$565K	Buy	22,461 +7,554	+51%	+$191K	0.42%	53
2020 Q4	$373K	Buy	14,907 +6,204	+71%	+$146K	0.31%	73
2020 Q3	$189K	Buy	+8,703	New	+$188K	0.19%	119

Other funds holding BUI

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

Morgan Stanley New York $1.66T AUM 25.57% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

NRI

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

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

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

Newbridge Financial Services Group's BUI Position: Q4 2025 in Review

Newbridge Financial Services Group sold out of BlackRock Utilities, Infrastructure & Power Opportunities Trust (BUI) in Q4 2025, closing a stake of 200 shares — an estimated $5.23K sold.

Newbridge Financial Services Group first reported a position in BUI in Q3 2020 and held it in 6 quarters. The position peaked at $829K in Q2 2021. 71 funds tracked by Wall St. Rank hold BUI as of Q4 2025.

Newbridge Financial Services Group reported no remaining BlackRock Utilities, Infrastructure & Power Opportunities Trust position as of Q4 2025 after selling out during the quarter.
Newbridge Financial Services Group sold 200 BlackRock Utilities, Infrastructure & Power Opportunities Trust shares in Q4 2025, an estimated $5.23K.
Newbridge Financial Services Group first reported a position in BlackRock Utilities, Infrastructure & Power Opportunities Trust in Q3 2020 and held it in 6 quarters.
Newbridge Financial Services Group's BlackRock Utilities, Infrastructure & Power Opportunities Trust position peaked at $829K in Q2 2021.
71 funds tracked by Wall St. Rank held BlackRock Utilities, Infrastructure & Power Opportunities Trust as of Q4 2025.

Based on Newbridge Financial Services Group's 13F filing for Q4 2025, filed 21 Jan 2026.