Chung Wu Investment Group’s Kayne Anderson Energy Infrastructure Fund KYN Stock Holding History

Chung Wu 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	$10.3K	Hold	719	–	–	0.01%	206
2025 Q4	$8.9K	Hold	719	–	–	0.01%	217
2025 Q3	$8.89K	Hold	719	–	–	0.01%	217
2025 Q2	$9.15K	Buy	+719	New	+$8.67K	0.01%	206

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

Chung Wu Investment Group's KYN Position: Q1 2026 in Review

Chung Wu Investment Group held its Kayne Anderson Energy Infrastructure Fund (KYN) position steady in Q1 2026 at 719 shares worth $10.3K. The position accounts for 0.01% of the portfolio, ranked #206.

Chung Wu Investment Group first reported a position in KYN in Q2 2025 and has held it in 4 quarters since. 256 funds tracked by Wall St. Rank hold KYN as of Q1 2026.

Chung Wu Investment Group held 719 shares of Kayne Anderson Energy Infrastructure Fund worth $10.3K as of Q1 2026.
Chung Wu Investment Group left its Kayne Anderson Energy Infrastructure Fund share count unchanged in Q1 2026.
Kayne Anderson Energy Infrastructure Fund made up 0.01% of Chung Wu Investment Group's portfolio in Q1 2026, its #206 holding.
Chung Wu Investment Group first reported a position in Kayne Anderson Energy Infrastructure Fund in Q2 2025 and has held it in 4 quarters since.
256 funds tracked by Wall St. Rank held Kayne Anderson Energy Infrastructure Fund as of Q1 2026.

Based on Chung Wu Investment Group's 13F filing for Q1 2026, filed 12 May 2026.