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Rothwell Investment Advisors, LLC’s Kayne Anderson Energy Infrastructure Fund KYN Stock Holding History

Rothwell Investment Advisors, LLC’s Portfolio KYN Stock Details KYN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$3.18K Buy
+234
New +$3.39K ﹤0.01% 985

Other funds holding KYN

City of London Investment Management
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Terril Brothers
Terril Brothers St. Louis, Missouri $397M AUM 20.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Cadent Capital Advisors
Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return
Magnus Financial Group
Magnus Financial Group New York $1.5B AUM 16.47% 1-Year Est. Return
Meridian Wealth Management
Meridian Wealth Management Lexington, Kentucky $3.35B AUM 30.28% 1-Year Est. Return
Flagship Harbor Advisors
Flagship Harbor Advisors Boston, Massachusetts $2.69B AUM 15.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Oppenheimer & Co
Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return
Closed-End Fund Advisors
Closed-End Fund Advisors Richmond, Virginia $96.2M AUM 6.01% 1-Year Est. Return

Rothwell Investment Advisors, LLC's KYN Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Kayne Anderson Energy Infrastructure Fund (KYN) in Q3 2026: 234 shares worth $3.18K. The stake represents ﹤0.01% of the portfolio and ranks #985 among its holdings.

144 funds tracked by Wall St. Rank hold KYN as of Q3 2026.

  • Rothwell Investment Advisors, LLC held 234 shares of Kayne Anderson Energy Infrastructure Fund worth $3.18K as of Q3 2026.
  • Kayne Anderson Energy Infrastructure Fund was a new Rothwell Investment Advisors, LLC position in Q3 2026.
  • Kayne Anderson Energy Infrastructure Fund made up ﹤0.01% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #985 holding.
  • 144 funds tracked by Wall St. Rank held Kayne Anderson Energy Infrastructure Fund as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.