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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
-32,101
Closed -$229K 146
2023
Q3
$229K Buy
+32,101
New +$237K 0.04% 163
2023
Q2
Sell
-45,037
Closed -$346K 241
2023
Q1
$346K Hold
45,037
0.07% 135
2022
Q4
$338K Buy
+45,037
New +$344K 0.09% 91

Other funds holding KMF

Atlas Wealth's KMF Position: Q4 2023 in Review

Atlas Wealth sold out of Kayne Anderson NextGen Energy & Infrastructure, Inc. (KMF) in Q4 2023, closing a stake of 32,101 shares — an estimated $229K sold.

Atlas Wealth first reported a position in KMF in Q4 2022 and held it in 3 quarters. The position peaked at $346K in Q1 2023. 2 funds tracked by Wall St. Rank hold KMF as of Q4 2023.

  • Atlas Wealth reported no remaining Kayne Anderson NextGen Energy & Infrastructure, Inc. position as of Q4 2023 after selling out during the quarter.
  • Atlas Wealth sold 32,101 Kayne Anderson NextGen Energy & Infrastructure, Inc. shares in Q4 2023, an estimated $229K.
  • Atlas Wealth first reported a position in Kayne Anderson NextGen Energy & Infrastructure, Inc. in Q4 2022 and held it in 3 quarters.
  • Atlas Wealth's Kayne Anderson NextGen Energy & Infrastructure, Inc. position peaked at $346K in Q1 2023.
  • 2 funds tracked by Wall St. Rank held Kayne Anderson NextGen Energy & Infrastructure, Inc. as of Q4 2023.

Based on Atlas Wealth's 13F filing for Q4 2023, filed 8 Feb 2024.