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

Axxcess 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 Q2	$141K	Hold	10,220	–	–	﹤0.01%	1028
2026 Q1	$146K	Hold	10,220	–	–	﹤0.01%	369
2025 Q4	$127K	Hold	10,220	–	–	﹤0.01%	1017
2025 Q3	$126K	Hold	10,220	–	–	﹤0.01%	911
2025 Q2	$130K	Sell	10,220 -3,000	-23%	-$36.2K	﹤0.01%	861
2025 Q1	$170K	Sell	13,220 -20,000	-60%	-$258K	﹤0.01%	819
2024 Q4	$422K	Sell	33,220 -4,758	-13%	-$58.7K	0.01%	588
2024 Q3	$418K	Buy	37,978 +2,003	+6%	+$21.3K	0.01%	594
2024 Q2	$372K	Buy	35,975 +24	+0.1%	+$237	0.01%	592
2024 Q1	$360K	Buy	35,951 +2,017	+6%	+$18.2K	0.01%	623
2023 Q4	$298K	Buy	33,934 +1,517	+5%	+$12.7K	0.01%	648
2023 Q3	$273K	Buy	+32,417	New	+$279K	0.01%	625

Other funds holding KYN

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

COLIM

City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Terril Brothers St. Louis, Missouri $388M AUM 29.38% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Axxcess Wealth Management's KYN Position: Q2 2026 in Review

Axxcess Wealth Management held its Kayne Anderson Energy Infrastructure Fund (KYN) position steady in Q2 2026 at 10,220 shares worth $141K. The position accounts for ﹤0.01% of the portfolio, ranked #1028.

Axxcess Wealth Management first reported a position in KYN in Q3 2023 and has held it in 12 quarters since. The position peaked at $422K in Q4 2024. 264 funds tracked by Wall St. Rank hold KYN as of Q2 2026.

Axxcess Wealth Management held 10,220 shares of Kayne Anderson Energy Infrastructure Fund worth $141K as of Q2 2026.
Axxcess Wealth Management left its Kayne Anderson Energy Infrastructure Fund share count unchanged in Q2 2026.
Kayne Anderson Energy Infrastructure Fund made up ﹤0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #1028 holding.
Axxcess Wealth Management first reported a position in Kayne Anderson Energy Infrastructure Fund in Q3 2023 and has held it in 12 quarters since.
Axxcess Wealth Management's Kayne Anderson Energy Infrastructure Fund position peaked at $422K in Q4 2024.
264 funds tracked by Wall St. Rank held Kayne Anderson Energy Infrastructure Fund as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.