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

Steward Partners Investment Advisory’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 		$110K Buy
3,775
+750
+25% +$20.7K ﹤0.01% 2542
2026
Q1 		$79.8K Buy
3,025
+900
+42% +$24.8K ﹤0.01% 2507
2025
Q4 		$54.6K Hold
2,125
– – ﹤0.01% 2624
2025
Q3 		$55.6K Hold
2,125
– – ﹤0.01% 2551
2025
Q2 		$54.7K Buy
2,125
+1,013
+91% +$23.9K ﹤0.01% 2432
2025
Q1 		$25.2K Buy
+1,112
New +$25.5K ﹤0.01% 2697
2024
Q4 		– Sell
-375
Closed -$9.31K – 3985
2024
Q3 		$9.31K Hold
375
– – ﹤0.01% 2973
2024
Q2 		$8.31K Hold
375
– – ﹤0.01% 2884
2024
Q1 		$8.09K Sell
375
-3,100
-89% -$65.8K ﹤0.01% 2889
2023
Q4 		$75.8K Sell
3,475
-8,400
-71% -$170K ﹤0.01% 1805
2023
Q3 		$235K Sell
11,875
-16,120
-58% -$352K ﹤0.01% 1206
2023
Q2 		$617K Sell
27,995
-305
-1% -$6.95K 0.01% 862
2023
Q1 		$679K Buy
28,300
+900
+3% +$20K 0.01% 810
2022
Q4 		$569K Sell
27,400
-5,075
-16% -$105K 0.01% 857
2022
Q3 		$651K Buy
32,475
+4,025
+14% +$90.9K 0.01% 771
2022
Q2 		$622K Sell
28,450
-16,350
-36% -$370K 0.01% 785
2022
Q1 		$1.14M Buy
44,800
+5,075
+13% +$125K 0.02% 648
2021
Q4 		$1.06M Buy
39,725
+5,725
+17% +$148K 0.02% 670
2021
Q3 		$854K Buy
+34,000
New +$886K 0.01% 719
2018
Q4 		– Sell
-1,759
Closed -$37K – 941
2018
Q3 		$37K Buy
1,759
+808
+85% +$16.7K ﹤0.01% 1309
2018
Q2 		$19K Buy
951
+8
+0.8% +$159 ﹤0.01% 1482
2018
Q1 		$18K Buy
943
+8
+0.9% +$163 ﹤0.01% 1363
2017
Q4 		$20K Buy
935
+7
+0.8% +$148 ﹤0.01% 1108
2017
Q3 		$19K Buy
928
+7
+0.8% +$147 ﹤0.01% 951
2017
Q2 		$18K Buy
921
+7
+0.8% +$145 ﹤0.01% 894
2017
Q1 		$18K Buy
914
+8
+0.9% +$156 ﹤0.01% 788
2016
Q4 		$16K Buy
+906
New +$16.8K 0.01% 471

Other funds holding BUI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
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
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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 $1.82B AUM 16.11% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Steward Partners Investment Advisory's BUI Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its BlackRock Utilities, Infrastructure & Power Opportunities Trust (BUI) stake by 25% in Q2 2026, buying an estimated $20.7K and bringing the position to 3,775 shares worth $110K. The position accounts for ﹤0.01% of the portfolio, ranked #2542.

Steward Partners Investment Advisory first reported a position in BUI in Q4 2016 and has held it in 27 quarters since. The position peaked at $1.14M in Q1 2022. 82 funds tracked by Wall St. Rank hold BUI as of Q2 2026.

  • Steward Partners Investment Advisory held 3,775 shares of BlackRock Utilities, Infrastructure & Power Opportunities Trust worth $110K as of Q2 2026.
  • Steward Partners Investment Advisory bought 750 BlackRock Utilities, Infrastructure & Power Opportunities Trust shares in Q2 2026, an estimated $20.7K.
  • BlackRock Utilities, Infrastructure & Power Opportunities Trust made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #2542 holding.
  • Steward Partners Investment Advisory first reported a position in BlackRock Utilities, Infrastructure & Power Opportunities Trust in Q4 2016 and has held it in 27 quarters since.
  • Steward Partners Investment Advisory's BlackRock Utilities, Infrastructure & Power Opportunities Trust position peaked at $1.14M in Q1 2022.
  • 82 funds tracked by Wall St. Rank held BlackRock Utilities, Infrastructure & Power Opportunities Trust as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.