Chapman Financial Group’s Kayne Anderson Energy Infrastructure Fund KYN Stock Holding History

Chapman Financial Group’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 Q1	$180K	Hold	12,602	–	–	0.13%	136
2025 Q4	$156K	Sell	12,602 -2,000	-14%	-$23.8K	0.11%	140
2025 Q3	$181K	Hold	14,602	–	–	0.12%	134
2025 Q2	$186K	Buy	+14,602	New	+$176K	0.16%	107
2024 Q4	$216K	Buy	+17,002	New	+$210K	0.17%	98

Other funds holding KYN

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

COLIM

City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Chapman Financial Group's KYN Position: Q1 2026 in Review

Chapman Financial Group held its Kayne Anderson Energy Infrastructure Fund (KYN) position steady in Q1 2026 at 12,602 shares worth $180K. The position accounts for 0.13% of the portfolio, ranked #136.

Chapman Financial Group first reported a position in KYN in Q4 2024 and has held it in 5 quarters since. The position peaked at $216K in Q4 2024. 256 funds tracked by Wall St. Rank hold KYN as of Q1 2026.

Chapman Financial Group held 12,602 shares of Kayne Anderson Energy Infrastructure Fund worth $180K as of Q1 2026.
Chapman Financial Group left its Kayne Anderson Energy Infrastructure Fund share count unchanged in Q1 2026.
Kayne Anderson Energy Infrastructure Fund made up 0.13% of Chapman Financial Group's portfolio in Q1 2026, its #136 holding.
Chapman Financial Group first reported a position in Kayne Anderson Energy Infrastructure Fund in Q4 2024 and has held it in 5 quarters since.
Chapman Financial Group's Kayne Anderson Energy Infrastructure Fund position peaked at $216K in Q4 2024.
256 funds tracked by Wall St. Rank held Kayne Anderson Energy Infrastructure Fund as of Q1 2026.

Based on Chapman Financial Group's 13F filing for Q1 2026, filed 12 May 2026.