Apollon Wealth Management’s Kayne Anderson Energy Infrastructure Fund KYN Stock Holding History

Apollon Wealth 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	$177K	Buy	12,394 +17	+0.1%	+$228	﹤0.01%	1328
2025 Q4	$153K	Hold	12,377	–	–	﹤0.01%	1250
2025 Q3	$153K	Hold	12,377	–	–	﹤0.01%	1248
2025 Q2	$157K	Hold	12,377	–	–	﹤0.01%	1198
2025 Q1	$159K	Sell	12,377 -10,341	-46%	-$133K	﹤0.01%	1122
2024 Q4	$289K	Buy	22,718 +250	+1%	+$3.09K	0.01%	961
2024 Q3	$247K	Sell	22,468 -625	-3%	-$6.64K	0.01%	983
2024 Q2	$239K	Hold	23,093	–	–	0.01%	941
2024 Q1	$231K	Buy	23,093 +625	+3%	+$5.65K	0.01%	977
2023 Q4	$197K	Buy	22,468 +5,592	+33%	+$46.8K	0.01%	1010
2023 Q3	$142K	Sell	16,876 -2,863	-15%	-$24.7K	0.01%	853
2023 Q2	$161K	Hold	19,739	–	–	0.01%	887
2023 Q1	$171K	Hold	19,739	–	–	0.01%	808
2022 Q4	$169K	Hold	19,739	–	–	0.01%	792
2022 Q3	$160K	Hold	19,739	–	–	0.01%	736
2022 Q2	$165K	Buy	+19,739	New	+$179K	0.01%	693

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

Apollon Wealth Management's KYN Position: Q1 2026 in Review

Apollon Wealth Management increased its Kayne Anderson Energy Infrastructure Fund (KYN) stake by 0.14% in Q1 2026, buying an estimated $228 and bringing the position to 12,394 shares worth $177K. The position accounts for ﹤0.01% of the portfolio, ranked #1328.

Apollon Wealth Management first reported a position in KYN in Q2 2022 and has held it in 16 quarters since. The position peaked at $289K in Q4 2024. 256 funds tracked by Wall St. Rank hold KYN as of Q1 2026.

Apollon Wealth Management held 12,394 shares of Kayne Anderson Energy Infrastructure Fund worth $177K as of Q1 2026.
Apollon Wealth Management bought 17 Kayne Anderson Energy Infrastructure Fund shares in Q1 2026, an estimated $228.
Kayne Anderson Energy Infrastructure Fund made up ﹤0.01% of Apollon Wealth Management's portfolio in Q1 2026, its #1328 holding.
Apollon Wealth Management first reported a position in Kayne Anderson Energy Infrastructure Fund in Q2 2022 and has held it in 16 quarters since.
Apollon Wealth Management's Kayne Anderson Energy Infrastructure Fund position peaked at $289K in Q4 2024.
256 funds tracked by Wall St. Rank held Kayne Anderson Energy Infrastructure Fund as of Q1 2026.

Based on Apollon Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.