Advyzon Investment Management’s Kayne Anderson Energy Infrastructure Fund KYN Stock Holding History

Advyzon Investment Management’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
2025 Q4	–	Sell	-20,105	Closed	-$249K	–	588
2025 Q3	$249K	Buy	20,105 +383	+2%	+$4.72K	0.04%	365
2025 Q2	$251K	Sell	19,722 -7,597	-28%	-$91.6K	0.06%	313
2025 Q1	$350K	Buy	27,319 +501	+2%	+$6.46K	0.12%	148
2024 Q4	$341K	Buy	+26,818	New	+$331K	0.13%	144

Other funds holding KYN

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

COLIM

City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Terril Brothers St. Louis, Missouri $366M AUM 29.25% 1-Year Est. Return

Advyzon Investment Management's KYN Position: Q4 2025 in Review

Advyzon Investment Management sold out of Kayne Anderson Energy Infrastructure Fund (KYN) in Q4 2025, closing a stake of 20,105 shares — an estimated $249K sold.

Advyzon Investment Management first reported a position in KYN in Q4 2024 and held it in 4 quarters. The position peaked at $350K in Q1 2025. 256 funds tracked by Wall St. Rank hold KYN as of Q4 2025.

Advyzon Investment Management reported no remaining Kayne Anderson Energy Infrastructure Fund position as of Q4 2025 after selling out during the quarter.
Advyzon Investment Management sold 20,105 Kayne Anderson Energy Infrastructure Fund shares in Q4 2025, an estimated $249K.
Advyzon Investment Management first reported a position in Kayne Anderson Energy Infrastructure Fund in Q4 2024 and held it in 4 quarters.
Advyzon Investment Management's Kayne Anderson Energy Infrastructure Fund position peaked at $350K in Q1 2025.
256 funds tracked by Wall St. Rank held Kayne Anderson Energy Infrastructure Fund as of Q4 2025.

Based on Advyzon Investment Management's 13F filing for Q4 2025, filed 13 Feb 2026.