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Avidian Wealth Enterprises’s Kayne Anderson Energy Infrastructure Fund KYN Stock Holding History

Avidian Wealth Enterprises’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
Q3 		$168K Hold
12,381
– – ﹤0.01% 730
2026
Q2 		$171K Buy
+12,381
New +$171K ﹤0.01% 713

Other funds holding KYN

CCA
Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
PRTG
Post Resch Tallon Group Pittsford, New York $146M AUM 18.19% 1-Year Est. Return
SMH
Sanders Morris Harris Houston, Texas $755M AUM 11.28% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
HPBT
Hickory Point Bank & Trust Decatur, Illinois $166M AUM 19.36% 1-Year Est. Return
CWM
Centurion Wealth Management Mclean, Virginia $415M AUM 17.23% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
1WM
1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return

Avidian Wealth Enterprises's KYN Position: Q3 2026 in Review

Avidian Wealth Enterprises held its Kayne Anderson Energy Infrastructure Fund (KYN) position steady in Q3 2026 at 12,381 shares worth $168K. The position accounts for ﹤0.01% of the portfolio, ranked #730.

Avidian Wealth Enterprises first reported a position in KYN in Q2 2026 and has held it in 2 quarters since. The position peaked at $171K in Q2 2026. 20 funds tracked by Wall St. Rank hold KYN as of Q3 2026.

  • Avidian Wealth Enterprises held 12,381 shares of Kayne Anderson Energy Infrastructure Fund worth $168K as of Q3 2026.
  • Avidian Wealth Enterprises left its Kayne Anderson Energy Infrastructure Fund share count unchanged in Q3 2026.
  • Kayne Anderson Energy Infrastructure Fund made up ﹤0.01% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #730 holding.
  • Avidian Wealth Enterprises first reported a position in Kayne Anderson Energy Infrastructure Fund in Q2 2026 and has held it in 2 quarters since.
  • Avidian Wealth Enterprises's Kayne Anderson Energy Infrastructure Fund position peaked at $171K in Q2 2026.
  • 20 funds tracked by Wall St. Rank held Kayne Anderson Energy Infrastructure Fund as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.