BFPW
KYN icon

BOK Financial Private Wealth’s Kayne Anderson Energy Infrastructure Fund KYN Stock Holding History

BOK Financial 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
2025
Q1 		– Sell
-1,523
Closed -$19.4K – 586
2024
Q4 		$19.4K Buy
1,523
+30
+2% +$370 ﹤0.01% 327
2024
Q3 		$16.8K Buy
1,493
+30
+2% +$319 ﹤0.01% 356
2024
Q2 		$15.4K Buy
1,463
+33
+2% +$326 ﹤0.01% 353
2024
Q1 		$14.3K Buy
1,430
+35
+3% +$316 ﹤0.01% 345
2023
Q4 		$12.2K Buy
+1,395
New +$11.7K ﹤0.01% 353

Other funds holding KYN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
TB
Terril Brothers St. Louis, Missouri $366M AUM 29.25% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BOK Financial Private Wealth's KYN Position: Q1 2025 in Review

BOK Financial Private Wealth sold out of Kayne Anderson Energy Infrastructure Fund (KYN) in Q1 2025, closing a stake of 1,523 shares — an estimated $19.4K sold.

BOK Financial Private Wealth first reported a position in KYN in Q4 2023 and held it in 5 quarters. The position peaked at $19.4K in Q4 2024. 236 funds tracked by Wall St. Rank hold KYN as of Q1 2025.

  • BOK Financial Private Wealth reported no remaining Kayne Anderson Energy Infrastructure Fund position as of Q1 2025 after selling out during the quarter.
  • BOK Financial Private Wealth sold 1,523 Kayne Anderson Energy Infrastructure Fund shares in Q1 2025, an estimated $19.4K.
  • BOK Financial Private Wealth first reported a position in Kayne Anderson Energy Infrastructure Fund in Q4 2023 and held it in 5 quarters.
  • BOK Financial Private Wealth's Kayne Anderson Energy Infrastructure Fund position peaked at $19.4K in Q4 2024.
  • 236 funds tracked by Wall St. Rank held Kayne Anderson Energy Infrastructure Fund as of Q1 2025.

Based on BOK Financial Private Wealth's 13F filing for Q1 2025, filed 14 May 2025.