Cerity Partners
KYN icon

Cerity Partners’s Kayne Anderson Energy Infrastructure Fund KYN Stock Holding History

Cerity Partners’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 		$439K Sell
31,750
-1,864
-6% -$25.8K ﹤0.01% 2516
2026
Q1 		$480K Buy
33,614
+2,565
+8% +$34.5K ﹤0.01% 2318
2025
Q4 		$384K Buy
31,049
+6,277
+25% +$74.8K ﹤0.01% 2261
2025
Q3 		$306K Buy
24,772
+2,159
+10% +$26.6K ﹤0.01% 2268
2025
Q2 		$288K Buy
22,613
+290
+1% +$3.5K ﹤0.01% 2171
2025
Q1 		$286K Buy
22,323
+881
+4% +$11.4K ﹤0.01% 2046
2024
Q4 		$273K Sell
21,442
-35,599
-62% -$439K ﹤0.01% 2084
2024
Q3 		$627K Buy
57,041
+463
+0.8% +$4.92K ﹤0.01% 1647
2024
Q2 		$584K Buy
56,578
+1,087
+2% +$10.7K ﹤0.01% 1471
2024
Q1 		$555K Buy
55,491
+1,151
+2% +$10.4K ﹤0.01% 1549
2023
Q4 		$477K Buy
54,340
+9,321
+21% +$77.9K ﹤0.01% 1290
2023
Q3 		$379K Buy
+45,019
New +$388K ﹤0.01% 1070

Other funds holding KYN

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cerity Partners's KYN Position: Q2 2026 in Review

Cerity Partners reduced its Kayne Anderson Energy Infrastructure Fund (KYN) stake by 5.5% in Q2 2026, selling an estimated $25.8K and leaving 31,750 shares worth $439K. The position accounts for ﹤0.01% of the portfolio, ranked #2516.

Cerity Partners first reported a position in KYN in Q3 2023 and has held it in 12 quarters since. The position peaked at $627K in Q3 2024. 253 funds tracked by Wall St. Rank hold KYN as of Q2 2026.

  • Cerity Partners held 31,750 shares of Kayne Anderson Energy Infrastructure Fund worth $439K as of Q2 2026.
  • Cerity Partners sold 1,864 Kayne Anderson Energy Infrastructure Fund shares in Q2 2026, an estimated $25.8K.
  • Kayne Anderson Energy Infrastructure Fund made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2516 holding.
  • Cerity Partners first reported a position in Kayne Anderson Energy Infrastructure Fund in Q3 2023 and has held it in 12 quarters since.
  • Cerity Partners's Kayne Anderson Energy Infrastructure Fund position peaked at $627K in Q3 2024.
  • 253 funds tracked by Wall St. Rank held Kayne Anderson Energy Infrastructure Fund as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.