Concurrent Investment Advisors’s Kayne Anderson Energy Infrastructure Fund KYN Stock Holding History

Concurrent Investment Advisors’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	$165K	Sell	11,552 -399	-3%	-$5.36K	﹤0.01%	1773
2025 Q4	$148K	Sell	11,951 -2,356	-16%	-$28.1K	﹤0.01%	1672
2025 Q3	$177K	Buy	14,307 +103	+0.7%	+$1.27K	﹤0.01%	1371
2025 Q2	$181K	Buy	14,204 +466	+3%	+$5.62K	﹤0.01%	1284
2025 Q1	$176K	Buy	13,738 +1,843	+15%	+$23.8K	﹤0.01%	1149
2024 Q4	$151K	Sell	11,895 -5,039	-30%	-$62.2K	﹤0.01%	1025
2024 Q3	$186K	Buy	16,934 +86	+0.5%	+$914	0.01%	954
2024 Q2	$174K	Sell	16,848 -906	-5%	-$8.95K	0.01%	892
2024 Q1	$178K	Buy	17,754 +800	+5%	+$7.23K	0.01%	817
2023 Q4	$149K	Buy	+16,954	New	+$142K	0.01%	801

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

Concurrent Investment Advisors's KYN Position: Q1 2026 in Review

Concurrent Investment Advisors reduced its Kayne Anderson Energy Infrastructure Fund (KYN) stake by 3.3% in Q1 2026, selling an estimated $5.36K and leaving 11,552 shares worth $165K. The position accounts for ﹤0.01% of the portfolio, ranked #1773.

Concurrent Investment Advisors first reported a position in KYN in Q4 2023 and has held it in 10 quarters since. The position peaked at $186K in Q3 2024. 256 funds tracked by Wall St. Rank hold KYN as of Q1 2026.

Concurrent Investment Advisors held 11,552 shares of Kayne Anderson Energy Infrastructure Fund worth $165K as of Q1 2026.
Concurrent Investment Advisors sold 399 Kayne Anderson Energy Infrastructure Fund shares in Q1 2026, an estimated $5.36K.
Kayne Anderson Energy Infrastructure Fund made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q1 2026, its #1773 holding.
Concurrent Investment Advisors first reported a position in Kayne Anderson Energy Infrastructure Fund in Q4 2023 and has held it in 10 quarters since.
Concurrent Investment Advisors's Kayne Anderson Energy Infrastructure Fund position peaked at $186K in Q3 2024.
256 funds tracked by Wall St. Rank held Kayne Anderson Energy Infrastructure Fund as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.