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

Ariadne 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	$304K	Hold	21,302	–	–	0.14%	167
2025 Q4	$290K	Hold	21,302	–	–	0.12%	180
2025 Q3	$255K	Hold	21,302	–	–	0.11%	194
2025 Q2	$263K	Hold	21,302	–	–	0.13%	170
2025 Q1	$259K	Hold	21,302	–	–	0.14%	159
2024 Q4	$283K	Hold	21,302	–	–	0.13%	157
2024 Q3	$268K	Buy	+21,302	New	+$226K	0.15%	150

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

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

Ariadne Wealth Management held its Kayne Anderson Energy Infrastructure Fund (KYN) position steady in Q1 2026 at 21,302 shares worth $304K. The position accounts for 0.14% of the portfolio, ranked #167.

Ariadne Wealth Management first reported a position in KYN in Q3 2024 and has held it in 7 quarters since. 256 funds tracked by Wall St. Rank hold KYN as of Q1 2026.

Ariadne Wealth Management held 21,302 shares of Kayne Anderson Energy Infrastructure Fund worth $304K as of Q1 2026.
Ariadne Wealth Management left its Kayne Anderson Energy Infrastructure Fund share count unchanged in Q1 2026.
Kayne Anderson Energy Infrastructure Fund made up 0.14% of Ariadne Wealth Management's portfolio in Q1 2026, its #167 holding.
Ariadne Wealth Management first reported a position in Kayne Anderson Energy Infrastructure Fund in Q3 2024 and has held it in 7 quarters since.
256 funds tracked by Wall St. Rank held Kayne Anderson Energy Infrastructure Fund as of Q1 2026.

Based on Ariadne Wealth Management's 13F filing for Q1 2026, filed 18 May 2026.