Centurion Wealth Management’s Kayne Anderson Energy Infrastructure Fund KYN Stock Holding History

Centurion 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 Q3	$449K	Hold	33,024	–	–	0.11%	162
2026 Q2	$457K	Hold	33,024	–	–	0.11%	171
2026 Q1	$472K	Hold	33,024	–	–	0.11%	175
2025 Q4	$409K	Hold	33,024	–	–	0.09%	183
2025 Q3	$409K	Hold	33,024	–	–	0.09%	181
2025 Q2	$420K	Sell	33,024 -377	-1%	-$4.54K	0.12%	137
2025 Q1	$425K	Hold	33,401	–	–	0.13%	119
2024 Q4	$425K	Sell	33,401 -300	-0.9%	-$3.7K	0.13%	119
2024 Q3	$371K	Buy	+33,701	New	+$358K	0.12%	128
2024 Q1	$281K	Hold	28,032	–	–	0.11%	141
2023 Q4	$246K	Hold	28,032	–	–	0.11%	142
2023 Q3	$236K	Hold	28,032	–	–	0.12%	127
2023 Q2	$228K	Hold	28,032	–	–	0.11%	137
2023 Q1	$242K	Hold	28,032	–	–	0.12%	127
2022 Q4	$240K	Buy	+28,032	New	+$243K	0.14%	127

Other funds holding KYN

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

City of London Investment Management London, United Kingdom $1.47B AUM 36.54% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Terril Brothers St. Louis, Missouri $397M AUM 20.73% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $36.2B AUM 20.53% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Advisors Asset Management Monument, Colorado $6.34B AUM 22.84% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Centurion Wealth Management's KYN Position: Q3 2026 in Review

Centurion Wealth Management held its Kayne Anderson Energy Infrastructure Fund (KYN) position steady in Q3 2026 at 33,024 shares worth $449K. The position accounts for 0.11% of the portfolio, ranked #162.

Centurion Wealth Management first reported a position in KYN in Q4 2022 and has held it in 15 quarters since. The position peaked at $472K in Q1 2026. 233 funds tracked by Wall St. Rank hold KYN as of Q3 2026.

Centurion Wealth Management held 33,024 shares of Kayne Anderson Energy Infrastructure Fund worth $449K as of Q3 2026.
Centurion Wealth Management left its Kayne Anderson Energy Infrastructure Fund share count unchanged in Q3 2026.
Kayne Anderson Energy Infrastructure Fund made up 0.11% of Centurion Wealth Management's portfolio in Q3 2026, its #162 holding.
Centurion Wealth Management first reported a position in Kayne Anderson Energy Infrastructure Fund in Q4 2022 and has held it in 15 quarters since.
Centurion Wealth Management's Kayne Anderson Energy Infrastructure Fund position peaked at $472K in Q1 2026.
233 funds tracked by Wall St. Rank held Kayne Anderson Energy Infrastructure Fund as of Q3 2026.

Based on Centurion Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.