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 Q2	$440K	Buy	29,420 +532	+2%	+$7.37K	0.01%	1069
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 $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Terril Brothers St. Louis, Missouri $388M AUM 29.38% 1-Year Est. Return

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Chicago Partners Investment Group's KYN Position: Q2 2026 in Review

Chicago Partners Investment Group increased its Kayne Anderson Energy Infrastructure Fund (KYN) stake by 1.8% in Q2 2026, buying an estimated $7.37K and bringing the position to 29,420 shares worth $440K. The position accounts for 0.01% of the portfolio, ranked #1069.

Chicago Partners Investment Group first reported a position in KYN in Q4 2023 and has held it in 11 quarters since. 265 funds tracked by Wall St. Rank hold KYN as of Q2 2026.

Chicago Partners Investment Group held 29,420 shares of Kayne Anderson Energy Infrastructure Fund worth $440K as of Q2 2026.
Chicago Partners Investment Group bought 532 Kayne Anderson Energy Infrastructure Fund shares in Q2 2026, an estimated $7.37K.
Kayne Anderson Energy Infrastructure Fund made up 0.01% of Chicago Partners Investment Group's portfolio in Q2 2026, its #1069 holding.
Chicago Partners Investment Group first reported a position in Kayne Anderson Energy Infrastructure Fund in Q4 2023 and has held it in 11 quarters since.
265 funds tracked by Wall St. Rank held Kayne Anderson Energy Infrastructure Fund as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.