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Van Hulzen Asset Management’s BlackRock Utilities, Infrastructure & Power Opportunities Trust BUI Stock Holding History

Van Hulzen Asset Management’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
-1,000
Closed -$23.4K – 411
2024
Q4 		$23.4K Buy
+1,000
New +$23.5K ﹤0.01% 655

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
NRI
NFP Retirement Inc Aliso Viejo, California $1.67B AUM 13.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Van Hulzen Asset Management's BUI Position: Q1 2025 in Review

Van Hulzen Asset Management sold out of BlackRock Utilities, Infrastructure & Power Opportunities Trust (BUI) in Q1 2025, closing a stake of 1,000 shares — an estimated $23.4K sold.

Van Hulzen Asset Management first reported a position in BUI in Q4 2024 and held it in 1 quarter. The position peaked at $23.4K in Q4 2024. 65 funds tracked by Wall St. Rank hold BUI as of Q1 2025.

  • Van Hulzen Asset Management reported no remaining BlackRock Utilities, Infrastructure & Power Opportunities Trust position as of Q1 2025 after selling out during the quarter.
  • Van Hulzen Asset Management sold 1,000 BlackRock Utilities, Infrastructure & Power Opportunities Trust shares in Q1 2025, an estimated $23.4K.
  • Van Hulzen Asset Management first reported a position in BlackRock Utilities, Infrastructure & Power Opportunities Trust in Q4 2024 and held it in 1 quarter.
  • Van Hulzen Asset Management's BlackRock Utilities, Infrastructure & Power Opportunities Trust position peaked at $23.4K in Q4 2024.
  • 65 funds tracked by Wall St. Rank held BlackRock Utilities, Infrastructure & Power Opportunities Trust as of Q1 2025.

Based on Van Hulzen Asset Management's 13F filing for Q1 2025, filed 14 May 2025.