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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
Q2 		$2.64M Sell
190,812
-1,253
-0.7% -$17.4K 0.5% 58
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cetera Investment Advisers
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
TB
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Beverly Hills Private Wealth's KYN Position: Q2 2026 in Review

Beverly Hills Private Wealth reduced its Kayne Anderson Energy Infrastructure Fund (KYN) stake by 0.65% in Q2 2026, selling an estimated $17.4K and leaving 190,812 shares worth $2.64M. The position accounts for 0.5% of the portfolio, ranked #58.

Beverly Hills Private Wealth first reported a position in KYN in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.74M in Q1 2026. 265 funds tracked by Wall St. Rank hold KYN as of Q2 2026.

  • Beverly Hills Private Wealth held 190,812 shares of Kayne Anderson Energy Infrastructure Fund worth $2.64M as of Q2 2026.
  • Beverly Hills Private Wealth sold 1,253 Kayne Anderson Energy Infrastructure Fund shares in Q2 2026, an estimated $17.4K.
  • Kayne Anderson Energy Infrastructure Fund made up 0.5% of Beverly Hills Private Wealth's portfolio in Q2 2026, its #58 holding.
  • Beverly Hills Private Wealth first reported a position in Kayne Anderson Energy Infrastructure Fund in Q4 2022 and has held it in 15 quarters since.
  • Beverly Hills Private Wealth's Kayne Anderson Energy Infrastructure Fund position peaked at $2.74M in Q1 2026.
  • 265 funds tracked by Wall St. Rank held Kayne Anderson Energy Infrastructure Fund as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.