Blue Bell Private Wealth Management’s Kayne Anderson Energy Infrastructure Fund KYN Stock Holding History

Blue Bell Private 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 Q1	$7.14K	Buy	+500	New	+$6.72K	﹤0.01%	593

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

Blue Bell Private Wealth Management's KYN Position: Q1 2026 in Review

Blue Bell Private Wealth Management opened a new position in Kayne Anderson Energy Infrastructure Fund (KYN) in Q1 2026: 500 shares worth $7.14K. The stake represents ﹤0.01% of the portfolio and ranks #593 among its holdings.

256 funds tracked by Wall St. Rank hold KYN as of Q1 2026.

Blue Bell Private Wealth Management held 500 shares of Kayne Anderson Energy Infrastructure Fund worth $7.14K as of Q1 2026.
Kayne Anderson Energy Infrastructure Fund was a new Blue Bell Private Wealth Management position in Q1 2026.
Kayne Anderson Energy Infrastructure Fund made up ﹤0.01% of Blue Bell Private Wealth Management's portfolio in Q1 2026, its #593 holding.
256 funds tracked by Wall St. Rank held Kayne Anderson Energy Infrastructure Fund as of Q1 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.