Beverly Hills Private Wealth’s Kayne Anderson Energy Infrastructure Fund KYN Stock Holding History

Beverly Hills Private Wealth’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 Q1	$2.74M	Buy	192,065 +149	+0.1%	+$2K	0.46%	60
2025 Q4	$2.38M	Sell	191,916 -2,349	-1%	-$28K	0.41%	70
2025 Q3	$2.4M	Sell	194,265 -1,190	-0.6%	-$14.7K	0.42%	68
2025 Q2	$2.49M	Buy	195,455 +145	+0.1%	+$1.75K	0.47%	57
2025 Q1	$2.51M	Sell	195,310 -19,485	-9%	-$251K	0.5%	53
2024 Q4	$2.73M	Sell	214,795 -3,577	-2%	-$44.1K	0.55%	46
2024 Q3	$2.4M	Sell	218,372 -11,822	-5%	-$126K	0.49%	57
2024 Q2	$2.38M	Sell	230,194 -20,150	-8%	-$199K	0.52%	48
2024 Q1	$2.51M	Buy	250,344 +5,485	+2%	+$49.6K	0.58%	47
2023 Q4	$2.15M	Sell	244,859 -5,810	-2%	-$48.6K	0.56%	50
2023 Q3	$2.11M	Buy	250,669 +6,000	+2%	+$51.7K	0.63%	44
2023 Q2	$2.07M	Buy	244,669 +40,230	+20%	+$331K	0.34%	71
2023 Q1	$1.77M	Buy	204,439 +33,265	+19%	+$291K	0.55%	54
2022 Q4	$1.47M	Buy	+171,174	New	+$1.48M	0.64%	51

Other funds holding KYN

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

COLIM

City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

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

Beverly Hills Private Wealth's KYN Position: Q1 2026 in Review

Beverly Hills Private Wealth increased its Kayne Anderson Energy Infrastructure Fund (KYN) stake by 0.08% in Q1 2026, buying an estimated $2K and bringing the position to 192,065 shares worth $2.74M. The position accounts for 0.46% of the portfolio, ranked #60.

Beverly Hills Private Wealth first reported a position in KYN in Q4 2022 and has held it in 14 quarters since. 256 funds tracked by Wall St. Rank hold KYN as of Q1 2026.

Beverly Hills Private Wealth held 192,065 shares of Kayne Anderson Energy Infrastructure Fund worth $2.74M as of Q1 2026.
Beverly Hills Private Wealth bought 149 Kayne Anderson Energy Infrastructure Fund shares in Q1 2026, an estimated $2K.
Kayne Anderson Energy Infrastructure Fund made up 0.46% of Beverly Hills Private Wealth's portfolio in Q1 2026, its #60 holding.
Beverly Hills Private Wealth first reported a position in Kayne Anderson Energy Infrastructure Fund in Q4 2022 and has held it in 14 quarters since.
256 funds tracked by Wall St. Rank held Kayne Anderson Energy Infrastructure Fund as of Q1 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q1 2026, filed 4 May 2026.