Concurrent Investment Advisors
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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
Q2 		$161K Buy
11,655
+103
+0.9% +$1.43K ﹤0.01% 1974
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cetera Investment Advisers
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
TB
Terril Brothers St. Louis, Missouri $388M AUM 29.38% 1-Year Est. Return
Advisors Asset Management
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Concurrent Investment Advisors's KYN Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Kayne Anderson Energy Infrastructure Fund (KYN) stake by 0.89% in Q2 2026, buying an estimated $1.43K and bringing the position to 11,655 shares worth $161K. The position accounts for ﹤0.01% of the portfolio, ranked #1974.

Concurrent Investment Advisors first reported a position in KYN in Q4 2023 and has held it in 11 quarters since. The position peaked at $186K in Q3 2024. 265 funds tracked by Wall St. Rank hold KYN as of Q2 2026.

  • Concurrent Investment Advisors held 11,655 shares of Kayne Anderson Energy Infrastructure Fund worth $161K as of Q2 2026.
  • Concurrent Investment Advisors bought 103 Kayne Anderson Energy Infrastructure Fund shares in Q2 2026, an estimated $1.43K.
  • Kayne Anderson Energy Infrastructure Fund made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1974 holding.
  • Concurrent Investment Advisors first reported a position in Kayne Anderson Energy Infrastructure Fund in Q4 2023 and has held it in 11 quarters since.
  • Concurrent Investment Advisors's Kayne Anderson Energy Infrastructure Fund position peaked at $186K in Q3 2024.
  • 265 funds tracked by Wall St. Rank held Kayne Anderson Energy Infrastructure Fund as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.