Cape Investment Advisory’s Kayne Anderson Energy Infrastructure Fund KYN Stock Holding History

Cape Investment Advisory’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 Q3	$31.6K	Hold	2,325	–	–	0.01%	628
2026 Q2	$32.2K	Buy	+2,325	New	+$32.2K	0.01%	610
2026 Q1	–	Sell	-3,425	Closed	-$42.4K	–	748
2025 Q4	$42.4K	Buy	3,425 +2,112	+161%	+$25.2K	0.01%	453
2025 Q3	$16.2K	Hold	1,313	–	–	0.02%	342
2025 Q2	$16.7K	Hold	1,313	–	–	0.01%	545
2025 Q1	$16.8K	Buy	+1,313	New	+$16.9K	0.01%	516

Other funds holding KYN

CCA

Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

PRTG

Post Resch Tallon Group Pittsford, New York $146M AUM 18.19% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

HPBT

Hickory Point Bank & Trust Decatur, Illinois $166M AUM 19.36% 1-Year Est. Return

CWM

Centurion Wealth Management Mclean, Virginia $415M AUM 17.23% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

1WM

1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Cape Investment Advisory's KYN Position: Q3 2026 in Review

Cape Investment Advisory held its Kayne Anderson Energy Infrastructure Fund (KYN) position steady in Q3 2026 at 2,325 shares worth $31.6K. The position accounts for 0.01% of the portfolio, ranked #628.

Cape Investment Advisory first reported a position in KYN in Q1 2025 and has held it in 6 quarters since. The position peaked at $42.4K in Q4 2025. 17 funds tracked by Wall St. Rank hold KYN as of Q3 2026.

Cape Investment Advisory held 2,325 shares of Kayne Anderson Energy Infrastructure Fund worth $31.6K as of Q3 2026.
Cape Investment Advisory left its Kayne Anderson Energy Infrastructure Fund share count unchanged in Q3 2026.
Kayne Anderson Energy Infrastructure Fund made up 0.01% of Cape Investment Advisory's portfolio in Q3 2026, its #628 holding.
Cape Investment Advisory first reported a position in Kayne Anderson Energy Infrastructure Fund in Q1 2025 and has held it in 6 quarters since.
Cape Investment Advisory's Kayne Anderson Energy Infrastructure Fund position peaked at $42.4K in Q4 2025.
17 funds tracked by Wall St. Rank held Kayne Anderson Energy Infrastructure Fund as of Q3 2026.

Based on Cape Investment Advisory's 13F filing for Q3 2026, filed 13 Oct 2026.