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B. Riley Wealth Advisors’s Kayne Anderson Energy Infrastructure Fund KYN Stock Holding History

B. Riley Wealth Advisors’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 		$1.18M Sell
85,207
-1,977
-2% -$27.4K 0.06% 277
2026
Q1 		$1.25M Sell
87,184
-18,352
-17% -$247K 0.08% 247
2025
Q4 		$1.31M Sell
105,536
-1,087
-1% -$13K 0.06% 290
2025
Q3 		$1.32M Sell
106,623
-2,742
-3% -$33.8K 0.06% 287
2025
Q2 		$1.39M Buy
+109,365
New +$1.32M 0.07% 274
2024
Q4 		$1.45M Sell
113,839
-15,267
-12% -$188K 0.05% 350
2024
Q3 		$1.47M Sell
129,106
-9,403
-7% -$99.9K 0.04% 395
2024
Q2 		$1.46M Sell
138,509
-1,492
-1% -$14.7K 0.04% 427
2024
Q1 		$1.21M Buy
140,001
+9,920
+8% +$89.6K 0.03% 470
2023
Q4 		$1.14M Sell
130,081
-9,920
-7% -$82.9K 0.03% 487
2023
Q3 		$1.21M Sell
140,001
-9,994
-7% -$86.1K 0.03% 470
2023
Q2 		$1.25M Sell
149,995
-35,013
-19% -$288K 0.03% 495
2023
Q1 		$1.6M Sell
185,008
-57,266
-24% -$502K 0.04% 410
2022
Q4 		$2.07M Sell
242,274
-36,272
-13% -$314K 0.06% 328
2022
Q3 		$2.26M Buy
278,546
+127,824
+85% +$1.14M 0.07% 282
2022
Q2 		$1.26M Sell
150,722
-703
-0.5% -$6.37K 0.05% 342
2022
Q1 		$1.4M Buy
151,425
+57
+0% +$484 0.05% 383
2021
Q4 		$1.18M Sell
151,368
-4,017
-3% -$32.8K 0.03% 479
2021
Q3 		$1.24M Buy
155,385
+817
+0.5% +$6.52K 0.04% 456
2021
Q2 		$1.38M Sell
154,568
-5,904
-4% -$47.4K 0.04% 425
2021
Q1 		$1.15M Buy
160,472
+15,969
+11% +$110K 0.04% 439
2020
Q4 		$831K Buy
144,503
+13,860
+11% +$74.3K 0.04% 383
2020
Q3 		$527K Buy
130,643
+8,440
+7% +$40.3K 0.03% 510
2020
Q2 		$646K Buy
122,203
+23,224
+23% +$124K 0.04% 374
2020
Q1 		$360K Buy
98,979
+10,530
+12% +$114K 0.03% 485
2019
Q4 		$1.23M Buy
88,449
+1,789
+2% +$23.8K 0.1% 208
2019
Q3 		$1.25M Buy
86,660
+4,808
+6% +$71.3K 0.12% 190
2019
Q2 		$1.25M Buy
81,852
+25,657
+46% +$400K 0.14% 160
2019
Q1 		$901K Buy
56,195
+624
+1% +$9.79K 0.11% 203
2018
Q4 		$765K Buy
55,571
+740
+1% +$11.8K 0.11% 205
2018
Q3 		$979K Buy
54,831
+666
+1% +$12.4K 0.12% 194
2018
Q2 		$1.02M Buy
54,165
+1,615
+3% +$29.4K 0.13% 178
2018
Q1 		$866K Buy
52,550
+348
+0.7% +$6.36K 0.12% 190
2017
Q4 		$995K Buy
52,202
+1,121
+2% +$18.4K 0.13% 177
2017
Q3 		$929K Sell
51,081
-387
-0.8% -$6.95K 0.15% 150
2017
Q2 		$971K Buy
51,468
+1
+0% +$19 0.18% 153
2017
Q1 		$1.08M Buy
51,467
+1,122
+2% +$23.1K 0.22% 122
2016
Q4 		$986K Sell
50,345
-8,693
-15% -$168K 0.2% 129
2016
Q3 		$1.22M Buy
59,038
+1,779
+3% +$34.8K 0.24% 109
2016
Q2 		$1.17M Buy
57,259
+11,159
+24% +$202K 0.23% 109
2016
Q1 		$764K Buy
46,100
+21,971
+91% +$317K 0.18% 141
2015
Q4 		$418K Buy
24,129
+13,790
+133% +$274K 0.08% 282
2015
Q3 		$240K Buy
10,339
+1,100
+12% +$30.4K 0.06% 418
2015
Q2 		$284K Buy
9,239
+400
+5% +$13.7K 0.07% 349
2015
Q1 		$314K Buy
8,839
+1,000
+13% +$35.4K 0.08% 337
2014
Q4 		$299 Hold
7,839
– – 0.01% 1128
2014
Q3 		$320K Sell
7,839
-6,339
-45% -$251K 0.08% 339
2014
Q2 		$250K Buy
14,178
+5,808
+69% +$217K 0.06% 376
2014
Q1 		$307K Buy
8,370
+5,569
+199% +$207K 0.09% 256
2013
Q4 		$112K Buy
+2,801
New +$103K 0.04% 522

Other funds holding KYN

CCA
Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
SAM
Secure Asset Management Troy, Michigan $714M AUM 27.91% 1-Year Est. Return
PRTG
Post Resch Tallon Group Pittsford, New York $145M AUM 25.19% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
HPBT
Hickory Point Bank & Trust Decatur, Illinois $165M AUM 27.01% 1-Year Est. Return
CWM
Centurion Wealth Management Mclean, Virginia $418M AUM 23.14% 1-Year Est. Return
CP
Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return

B. Riley Wealth Advisors's KYN Position: Q2 2026 in Review

B. Riley Wealth Advisors reduced its Kayne Anderson Energy Infrastructure Fund (KYN) stake by 2.3% in Q2 2026, selling an estimated $27.4K and leaving 85,207 shares worth $1.18M. The position accounts for 0.06% of the portfolio, ranked #277.

B. Riley Wealth Advisors first reported a position in KYN in Q4 2013 and has held it in 50 quarters since. The position peaked at $2.26M in Q3 2022. 34 funds tracked by Wall St. Rank hold KYN as of Q2 2026.

  • B. Riley Wealth Advisors held 85,207 shares of Kayne Anderson Energy Infrastructure Fund worth $1.18M as of Q2 2026.
  • B. Riley Wealth Advisors sold 1,977 Kayne Anderson Energy Infrastructure Fund shares in Q2 2026, an estimated $27.4K.
  • Kayne Anderson Energy Infrastructure Fund made up 0.06% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #277 holding.
  • B. Riley Wealth Advisors first reported a position in Kayne Anderson Energy Infrastructure Fund in Q4 2013 and has held it in 50 quarters since.
  • B. Riley Wealth Advisors's Kayne Anderson Energy Infrastructure Fund position peaked at $2.26M in Q3 2022.
  • 34 funds tracked by Wall St. Rank held Kayne Anderson Energy Infrastructure Fund as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.