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 Q2	$47K	Buy	3,400 +2,900	+580%	+$40.2K	0.01%	430
2026 Q1	$7.14K	Buy	+500	New	+$6.72K	﹤0.01%	593

Other funds holding KYN

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Blue Bell Private Wealth Management's KYN Position: Q2 2026 in Review

Blue Bell Private Wealth Management increased its Kayne Anderson Energy Infrastructure Fund (KYN) stake by 580% in Q2 2026, buying an estimated $40.2K and bringing the position to 3,400 shares worth $47K. The position accounts for 0.01% of the portfolio, ranked #430.

Blue Bell Private Wealth Management first reported a position in KYN in Q1 2026 and has held it in 2 quarters since. 265 funds tracked by Wall St. Rank hold KYN as of Q2 2026.

Blue Bell Private Wealth Management held 3,400 shares of Kayne Anderson Energy Infrastructure Fund worth $47K as of Q2 2026.
Blue Bell Private Wealth Management bought 2,900 Kayne Anderson Energy Infrastructure Fund shares in Q2 2026, an estimated $40.2K.
Kayne Anderson Energy Infrastructure Fund made up 0.01% of Blue Bell Private Wealth Management's portfolio in Q2 2026, its #430 holding.
Blue Bell Private Wealth Management first reported a position in Kayne Anderson Energy Infrastructure Fund in Q1 2026 and has held it in 2 quarters since.
265 funds tracked by Wall St. Rank held Kayne Anderson Energy Infrastructure Fund as of Q2 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.