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

&Partners’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 		$916K Buy
34,848
+689
+2% +$19K ﹤0.01% 1351
2025
Q4 		$878K Buy
34,159
+9,959
+41% +$262K ﹤0.01% 1298
2025
Q3 		$633K Buy
24,200
+1,324
+6% +$35.1K ﹤0.01% 1312
2025
Q2 		$589K Buy
+22,876
New +$541K ﹤0.01% 1268

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 $445B AUM 25.58% 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

&Partners's BUI Position: Q1 2026 in Review

&Partners increased its BlackRock Utilities, Infrastructure & Power Opportunities Trust (BUI) stake by 2% in Q1 2026, buying an estimated $19K and bringing the position to 34,848 shares worth $916K. The position accounts for ﹤0.01% of the portfolio, ranked #1351.

&Partners first reported a position in BUI in Q2 2025 and has held it in 4 quarters since. 75 funds tracked by Wall St. Rank hold BUI as of Q1 2026.

  • &Partners held 34,848 shares of BlackRock Utilities, Infrastructure & Power Opportunities Trust worth $916K as of Q1 2026.
  • &Partners bought 689 BlackRock Utilities, Infrastructure & Power Opportunities Trust shares in Q1 2026, an estimated $19K.
  • BlackRock Utilities, Infrastructure & Power Opportunities Trust made up ﹤0.01% of &Partners's portfolio in Q1 2026, its #1351 holding.
  • &Partners first reported a position in BlackRock Utilities, Infrastructure & Power Opportunities Trust in Q2 2025 and has held it in 4 quarters since.
  • 75 funds tracked by Wall St. Rank held BlackRock Utilities, Infrastructure & Power Opportunities Trust as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.