Westside Investment Management’s BlackRock Utilities, Infrastructure & Power Opportunities Trust BUI Stock Holding History

Westside Investment 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
2026 Q1	–	Sell	-1,000	Closed	-$25.7K	–	1481
2025 Q4	$25.7K	Hold	1,000	–	–	﹤0.01%	780
2025 Q3	$26.2K	Hold	1,000	–	–	﹤0.01%	772
2025 Q2	$25.8K	Hold	1,000	–	–	﹤0.01%	605
2025 Q1	$22.6K	Hold	1,000	–	–	﹤0.01%	539
2024 Q4	$23.4K	Hold	1,000	–	–	﹤0.01%	531
2024 Q3	$24.8K	Hold	1,000	–	–	0.01%	530
2024 Q2	$22.1K	Hold	1,000	–	–	0.01%	532
2024 Q1	$21.6K	Buy	1,000 +500	+100%	+$10.6K	0.01%	509
2023 Q4	$10.9K	Hold	500	–	–	﹤0.01%	581
2023 Q3	$9.91K	Buy	500 +100	+25%	+$2.18K	﹤0.01%	582
2023 Q2	$8.82K	Buy	+400	New	+$9.11K	﹤0.01%	612

Other funds holding BUI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

CCC

Cable Car Capital San Francisco, California $4.66B AUM 77.16% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Westside Investment Management's BUI Position: Q1 2026 in Review

Westside Investment Management sold out of BlackRock Utilities, Infrastructure & Power Opportunities Trust (BUI) in Q1 2026, closing a stake of 1,000 shares — an estimated $25.7K sold.

Westside Investment Management first reported a position in BUI in Q2 2023 and held it in 11 quarters. The position peaked at $26.2K in Q3 2025. 75 funds tracked by Wall St. Rank hold BUI as of Q1 2026.

Westside Investment Management reported no remaining BlackRock Utilities, Infrastructure & Power Opportunities Trust position as of Q1 2026 after selling out during the quarter.
Westside Investment Management sold 1,000 BlackRock Utilities, Infrastructure & Power Opportunities Trust shares in Q1 2026, an estimated $25.7K.
Westside Investment Management first reported a position in BlackRock Utilities, Infrastructure & Power Opportunities Trust in Q2 2023 and held it in 11 quarters.
Westside Investment Management's BlackRock Utilities, Infrastructure & Power Opportunities Trust position peaked at $26.2K in Q3 2025.
75 funds tracked by Wall St. Rank held BlackRock Utilities, Infrastructure & Power Opportunities Trust as of Q1 2026.

Based on Westside Investment Management's 13F filing for Q1 2026, filed 4 May 2026.