Corient Private Wealth’s Kayne Anderson Energy Infrastructure Fund KYN Stock Holding History

Corient Private Wealth’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	$379K	Buy	27,420 +7,466	+37%	+$103K	﹤0.01%	2404
2026 Q1	$243K	Buy	19,954 +1,317	+7%	+$17.7K	﹤0.01%	2441
2025 Q4	$231K	Buy	18,637 +6,409	+52%	+$76.4K	﹤0.01%	2347
2025 Q3	$151K	Buy	+12,228	New	+$151K	﹤0.01%	2392
2024 Q2	–	Sell	-24,625	Closed	-$246K	–	2354
2024 Q1	$246K	Hold	24,625	–	–	﹤0.01%	1995
2023 Q4	$219K	Buy	24,625 +115	+0.5%	+$961	﹤0.01%	2028
2023 Q3	$206K	Buy	+24,510	New	+$211K	﹤0.01%	1906
2023 Q2	–	Sell	-25,294	Closed	-$219K	–	2125
2023 Q1	$219K	Buy	25,294 +84	+0.3%	+$736	﹤0.01%	1760
2022 Q4	$216K	Buy	+25,210	New	+$218K	﹤0.01%	1463

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

AAM

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

Corient Private Wealth's KYN Position: Q2 2026 in Review

Corient Private Wealth increased its Kayne Anderson Energy Infrastructure Fund (KYN) stake by 37% in Q2 2026, buying an estimated $103K and bringing the position to 27,420 shares worth $379K. The position accounts for ﹤0.01% of the portfolio, ranked #2404.

Corient Private Wealth first reported a position in KYN in Q4 2022 and has held it in 9 quarters since. 263 funds tracked by Wall St. Rank hold KYN as of Q2 2026.

Corient Private Wealth held 27,420 shares of Kayne Anderson Energy Infrastructure Fund worth $379K as of Q2 2026.
Corient Private Wealth bought 7,466 Kayne Anderson Energy Infrastructure Fund shares in Q2 2026, an estimated $103K.
Kayne Anderson Energy Infrastructure Fund made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #2404 holding.
Corient Private Wealth first reported a position in Kayne Anderson Energy Infrastructure Fund in Q4 2022 and has held it in 9 quarters since.
263 funds tracked by Wall St. Rank held Kayne Anderson Energy Infrastructure Fund as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.