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

Anchor 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
2026 Q1	$12.9K	Hold	900	–	–	﹤0.01%	798
2025 Q4	$11.1K	Hold	900	–	–	﹤0.01%	798
2025 Q3	$11.1K	Hold	900	–	–	﹤0.01%	799
2025 Q2	$11.4K	Hold	900	–	–	﹤0.01%	784
2025 Q1	$11.5K	Hold	900	–	–	﹤0.01%	770
2024 Q4	$11.4K	Hold	900	–	–	﹤0.01%	779
2024 Q3	$9.9K	Hold	900	–	–	﹤0.01%	786
2024 Q2	$9.3K	Hold	900	–	–	﹤0.01%	762
2024 Q1	$9.01K	Hold	900	–	–	﹤0.01%	798
2023 Q4	$7.9K	Hold	900	–	–	﹤0.01%	781
2023 Q3	$7.57K	Hold	900	–	–	﹤0.01%	787
2023 Q2	$7.33K	Hold	900	–	–	﹤0.01%	785
2023 Q1	$7.78K	Hold	900	–	–	﹤0.01%	781
2022 Q4	$7.7K	Hold	900	–	–	﹤0.01%	754
2022 Q3	$7.29K	Hold	900	–	–	﹤0.01%	762
2022 Q2	$7.54K	Hold	900	–	–	﹤0.01%	769
2022 Q1	$8.3K	Hold	900	–	–	﹤0.01%	779
2021 Q4	$7.01K	Hold	900	–	–	﹤0.01%	828
2021 Q3	$7.2K	Hold	900	–	–	﹤0.01%	743
2021 Q2	$8K	Hold	900	–	–	﹤0.01%	747
2021 Q1	$6.45K	Hold	900	–	–	﹤0.01%	750
2020 Q4	$5.17K	Buy	+900	New	+$4.82K	﹤0.01%	744

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

COLIM

City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Anchor Investment Management's KYN Position: Q1 2026 in Review

Anchor Investment Management held its Kayne Anderson Energy Infrastructure Fund (KYN) position steady in Q1 2026 at 900 shares worth $12.9K. The position accounts for ﹤0.01% of the portfolio, ranked #798.

Anchor Investment Management first reported a position in KYN in Q4 2020 and has held it in 22 quarters since. 256 funds tracked by Wall St. Rank hold KYN as of Q1 2026.

Anchor Investment Management held 900 shares of Kayne Anderson Energy Infrastructure Fund worth $12.9K as of Q1 2026.
Anchor Investment Management left its Kayne Anderson Energy Infrastructure Fund share count unchanged in Q1 2026.
Kayne Anderson Energy Infrastructure Fund made up ﹤0.01% of Anchor Investment Management's portfolio in Q1 2026, its #798 holding.
Anchor Investment Management first reported a position in Kayne Anderson Energy Infrastructure Fund in Q4 2020 and has held it in 22 quarters since.
256 funds tracked by Wall St. Rank held Kayne Anderson Energy Infrastructure Fund as of Q1 2026.

Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.