Beacon Capital Management LLC (Tennessee)’s Kayne Anderson Energy Infrastructure Fund KYN Stock Holding History

Beacon Capital Management LLC (Tennessee)’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
2024 Q4	–	Sell	-352	Closed	-$3.87K	–	1146
2024 Q3	$3.87K	Hold	352	–	–	﹤0.01%	869
2024 Q2	$3.64K	Hold	352	–	–	﹤0.01%	767
2024 Q1	$3.52K	Hold	352	–	–	﹤0.01%	777
2023 Q4	$2.96K	Hold	352	–	–	﹤0.01%	742
2023 Q3	$2.87K	Hold	352	–	–	﹤0.01%	786
2023 Q2	$2.87K	Hold	352	–	–	﹤0.01%	786
2023 Q1	$3.04K	Hold	352	–	–	﹤0.01%	708
2022 Q4	$3.01K	Hold	352	–	–	﹤0.01%	736
2022 Q3	$3K	Hold	352	–	–	﹤0.01%	685
2022 Q2	$3K	Hold	352	–	–	﹤0.01%	726
2022 Q1	$3K	Buy	+352	New	+$2.99K	﹤0.01%	727

Other funds holding KYN

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee)'s KYN Position: Q4 2024 in Review

Beacon Capital Management LLC (Tennessee) sold out of Kayne Anderson Energy Infrastructure Fund (KYN) in Q4 2024, closing a stake of 352 shares — an estimated $3.87K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in KYN in Q1 2022 and held it in 11 quarters. The position peaked at $3.87K in Q3 2024. 240 funds tracked by Wall St. Rank hold KYN as of Q4 2024.

Beacon Capital Management LLC (Tennessee) reported no remaining Kayne Anderson Energy Infrastructure Fund position as of Q4 2024 after selling out during the quarter.
Beacon Capital Management LLC (Tennessee) sold 352 Kayne Anderson Energy Infrastructure Fund shares in Q4 2024, an estimated $3.87K.
Beacon Capital Management LLC (Tennessee) first reported a position in Kayne Anderson Energy Infrastructure Fund in Q1 2022 and held it in 11 quarters.
Beacon Capital Management LLC (Tennessee)'s Kayne Anderson Energy Infrastructure Fund position peaked at $3.87K in Q3 2024.
240 funds tracked by Wall St. Rank held Kayne Anderson Energy Infrastructure Fund as of Q4 2024.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q4 2024, filed 30 Jan 2025.