Arete Wealth Advisors’s Kayne Anderson NextGen Energy & Infrastructure, Inc. KMF Stock Holding History

Arete Wealth Advisors’s Portfolio KMF Stock Details KMF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-126,643	Closed	-$902K	–	778
2023 Q3	$902K	Buy	126,643 +53	+0%	+$391	0.16%	145
2023 Q2	$899K	Buy	126,590 +49	+0%	+$354	0.08%	232
2023 Q1	$972K	Buy	+126,541	New	+$945K	0.08%	215
2022 Q4	–	Sell	-126,446	Closed	-$894K	–	725
2022 Q3	$894K	Buy	+126,446	New	+$1.03M	0.09%	197
2022 Q2	–	Sell	-116,360	Closed	-$997K	–	584
2022 Q1	$997K	Buy	116,360 +3,506	+3%	+$26.8K	0.08%	184
2021 Q4	$811K	Buy	+112,854	New	+$837K	0.07%	210

Other funds holding KMF

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Arete Wealth Advisors's KMF Position: Q4 2023 in Review

Arete Wealth Advisors sold out of Kayne Anderson NextGen Energy & Infrastructure, Inc. (KMF) in Q4 2023, closing a stake of 126,643 shares — an estimated $902K sold.

Arete Wealth Advisors first reported a position in KMF in Q4 2021 and held it in 6 quarters. The position peaked at $997K in Q1 2022. 2 funds tracked by Wall St. Rank hold KMF as of Q4 2023.

Arete Wealth Advisors reported no remaining Kayne Anderson NextGen Energy & Infrastructure, Inc. position as of Q4 2023 after selling out during the quarter.
Arete Wealth Advisors sold 126,643 Kayne Anderson NextGen Energy & Infrastructure, Inc. shares in Q4 2023, an estimated $902K.
Arete Wealth Advisors first reported a position in Kayne Anderson NextGen Energy & Infrastructure, Inc. in Q4 2021 and held it in 6 quarters.
Arete Wealth Advisors's Kayne Anderson NextGen Energy & Infrastructure, Inc. position peaked at $997K in Q1 2022.
2 funds tracked by Wall St. Rank held Kayne Anderson NextGen Energy & Infrastructure, Inc. as of Q4 2023.

Based on Arete Wealth Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.