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

Cornerstone 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
2025 Q4	–	Sell	-205,708	Closed	-$2.54M	–	218
2025 Q3	$2.54M	Hold	205,708	–	–	0.08%	164
2025 Q2	$2.62M	Buy	205,708 +107,500	+109%	+$1.3M	0.09%	160
2025 Q1	$1.26M	Buy	+98,208	New	+$1.27M	0.05%	203
2024 Q1	–	Sell	-29,900	Closed	-$263K	–	317
2023 Q4	$263K	Buy	+29,900	New	+$250K	0.01%	295
2023 Q3	–	Sell	-70,300	Closed	-$572K	–	310
2023 Q2	$572K	Buy	+70,300	New	+$579K	0.03%	234
2021 Q2	–	Sell	-225,000	Closed	-$1.61M	–	210
2021 Q1	$1.61M	Buy	+225,000	New	+$1.56M	0.14%	145
2020 Q4	–	Sell	-1,046,529	Closed	-$4.18M	–	190
2020 Q3	$4.18M	Hold	1,046,529	–	–	0.37%	66
2020 Q2	$5.53M	Buy	1,046,529 +499,829	+91%	+$2.66M	0.52%	45
2020 Q1	$1.99M	Buy	+546,700	New	+$5.91M	0.22%	96
2019 Q1	$3.12M	Buy	+194,600	New	+$3.05M	0.25%	103

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

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

COLIM

City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 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

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

Cornerstone Advisors's KYN Position: Q4 2025 in Review

Cornerstone Advisors sold out of Kayne Anderson Energy Infrastructure Fund (KYN) in Q4 2025, closing a stake of 205,708 shares — an estimated $2.54M sold.

Cornerstone Advisors first reported a position in KYN in Q1 2019 and held it in 10 quarters. The position peaked at $5.53M in Q2 2020. 256 funds tracked by Wall St. Rank hold KYN as of Q4 2025.

Cornerstone Advisors reported no remaining Kayne Anderson Energy Infrastructure Fund position as of Q4 2025 after selling out during the quarter.
Cornerstone Advisors sold 205,708 Kayne Anderson Energy Infrastructure Fund shares in Q4 2025, an estimated $2.54M.
Cornerstone Advisors first reported a position in Kayne Anderson Energy Infrastructure Fund in Q1 2019 and held it in 10 quarters.
Cornerstone Advisors's Kayne Anderson Energy Infrastructure Fund position peaked at $5.53M in Q2 2020.
256 funds tracked by Wall St. Rank held Kayne Anderson Energy Infrastructure Fund as of Q4 2025.

Based on Cornerstone Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.