Chicago Partners Investment Group’s Kayne Anderson Energy Infrastructure Fund KYN Stock Holding History

Chicago Partners Investment 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	$389K	Buy	28,888 +947	+3%	+$12.7K	0.01%	1013
2025 Q4	$351K	Buy	27,941 +550	+2%	+$6.56K	0.01%	950
2025 Q3	$318K	Buy	27,391 +519	+2%	+$6.4K	0.01%	912
2025 Q2	$329K	Buy	26,872 +344	+1%	+$4.15K	0.01%	794
2025 Q1	$316K	Buy	26,528 +661	+3%	+$8.53K	0.01%	670
2024 Q4	$337K	Buy	25,867 +313	+1%	+$3.86K	0.01%	619
2024 Q3	$297K	Buy	25,554 +509	+2%	+$5.41K	0.01%	627
2024 Q2	$261K	Buy	25,045 +500	+2%	+$4.94K	0.01%	635
2024 Q1	$239K	Buy	24,545 +545	+2%	+$4.92K	0.01%	638
2023 Q4	$209K	Buy	+24,000	New	+$201K	0.01%	648

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

Chicago Partners Investment Group's KYN Position: Q1 2026 in Review

Chicago Partners Investment Group increased its Kayne Anderson Energy Infrastructure Fund (KYN) stake by 3.4% in Q1 2026, buying an estimated $12.7K and bringing the position to 28,888 shares worth $389K. The position accounts for 0.01% of the portfolio, ranked #1013.

Chicago Partners Investment Group first reported a position in KYN in Q4 2023 and has held it in 10 quarters since. 256 funds tracked by Wall St. Rank hold KYN as of Q1 2026.

Chicago Partners Investment Group held 28,888 shares of Kayne Anderson Energy Infrastructure Fund worth $389K as of Q1 2026.
Chicago Partners Investment Group bought 947 Kayne Anderson Energy Infrastructure Fund shares in Q1 2026, an estimated $12.7K.
Kayne Anderson Energy Infrastructure Fund made up 0.01% of Chicago Partners Investment Group's portfolio in Q1 2026, its #1013 holding.
Chicago Partners Investment Group first reported a position in Kayne Anderson Energy Infrastructure Fund in Q4 2023 and has held it in 10 quarters since.
256 funds tracked by Wall St. Rank held Kayne Anderson Energy Infrastructure Fund as of Q1 2026.

Based on Chicago Partners Investment Group's 13F filing for Q1 2026, filed 4 May 2026.