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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
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

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

Cape Investment Advisory's KYN Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Kayne Anderson Energy Infrastructure Fund (KYN) in Q2 2026: 2,325 shares worth $32.2K. The stake represents 0.01% of the portfolio and ranks #610 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in KYN as recently as Q4 2025.

Cape Investment Advisory first reported a position in KYN in Q1 2025 and has held it in 5 quarters since. The position peaked at $42.4K in Q4 2025. 263 funds tracked by Wall St. Rank hold KYN as of Q2 2026.

  • Cape Investment Advisory held 2,325 shares of Kayne Anderson Energy Infrastructure Fund worth $32.2K as of Q2 2026.
  • Kayne Anderson Energy Infrastructure Fund was a new Cape Investment Advisory position in Q2 2026.
  • Kayne Anderson Energy Infrastructure Fund made up 0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #610 holding.
  • Cape Investment Advisory first reported a position in Kayne Anderson Energy Infrastructure Fund in Q1 2025 and has held it in 5 quarters since.
  • Cape Investment Advisory's Kayne Anderson Energy Infrastructure Fund position peaked at $42.4K in Q4 2025.
  • 263 funds tracked by Wall St. Rank held Kayne Anderson Energy Infrastructure Fund as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.