Creative Planning’s Kayne Anderson Energy Infrastructure Fund KYN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $308K | Sell |
21,548
-609
| -3% | -$8.18K | ﹤0.01% | 3414 |
|
|
2025
Q4 | $274K | Buy |
22,157
+7,208
| +48% | +$85.9K | ﹤0.01% | 3308 |
|
|
2025
Q3 | $185K | Buy |
14,949
+722
| +5% | +$8.9K | ﹤0.01% | 3519 |
|
|
2025
Q2 | $181K | Sell |
14,227
-1,255
| -8% | -$15.1K | ﹤0.01% | 3258 |
|
|
2025
Q1 | $199K | Buy |
15,482
+1,313
| +9% | +$16.9K | ﹤0.01% | 3075 |
|
|
2024
Q4 | $180K | Buy |
14,169
+108
| +0.8% | +$1.33K | ﹤0.01% | 3003 |
|
|
2024
Q3 | $155K | Buy |
14,061
+74
| +0.5% | +$787 | ﹤0.01% | 2922 |
|
|
2024
Q2 | $144K | Sell |
13,987
-3,033
| -18% | -$30K | ﹤0.01% | 2764 |
|
|
2024
Q1 | $170K | Buy |
17,020
+5,063
| +42% | +$45.7K | ﹤0.01% | 2611 |
|
|
2023
Q4 | $105K | Buy |
+11,957
| New | +$100K | ﹤0.01% | 2564 |
|
|
2023
Q3 | – | Sell |
-35,078
| Closed | -$286K | – | 2977 |
|
|
2023
Q2 | $286K | Sell |
35,078
-1,811
| -5% | -$14.9K | ﹤0.01% | 1945 |
|
|
2023
Q1 | $319K | Sell |
36,889
-300
| -0.8% | -$2.63K | ﹤0.01% | 1769 |
|
|
2022
Q4 | $318K | Buy |
+37,189
| New | +$322K | ﹤0.01% | 1685 |
|
|
2022
Q2 | – | Sell |
-10,391
| Closed | -$96K | – | 2421 |
|
|
2022
Q1 | $96K | Buy |
+10,391
| New | +$88.3K | ﹤0.01% | 1992 |
|
|
2020
Q4 | – | Sell |
-10,127
| Closed | -$40K | – | 2411 |
|
|
2020
Q3 | $40K | Sell |
10,127
-1,834
| -15% | -$8.75K | ﹤0.01% | 1923 |
|
|
2020
Q2 | $63K | Buy |
11,961
+634
| +6% | +$3.37K | ﹤0.01% | 1733 |
|
|
2020
Q1 | $41K | Sell |
11,327
-6,418
| -36% | -$69.4K | ﹤0.01% | 1655 |
|
|
2019
Q4 | $247K | Sell |
17,745
-5,665
| -24% | -$75.4K | ﹤0.01% | 1510 |
|
|
2019
Q3 | $339K | Sell |
23,410
-456
| -2% | -$6.77K | ﹤0.01% | 1284 |
|
|
2019
Q2 | $365K | Sell |
23,866
-1,415
| -6% | -$22.1K | ﹤0.01% | 1250 |
|
|
2019
Q1 | $405K | Buy |
25,281
+2,525
| +11% | +$39.6K | ﹤0.01% | 1163 |
|
|
2018
Q4 | $313K | Buy |
22,756
+882
| +4% | +$14.1K | ﹤0.01% | 1209 |
|
|
2018
Q3 | $390K | Buy |
21,874
+252
| +1% | +$4.7K | ﹤0.01% | 1231 |
|
|
2018
Q2 | $407K | Buy |
21,622
+9,144
| +73% | +$166K | ﹤0.01% | 1180 |
|
|
2018
Q1 | $206K | Buy |
+12,478
| New | +$228K | ﹤0.01% | 1594 |
|
|
2017
Q3 | – | Sell |
-4,452
| Closed | -$84K | – | 2881 |
|
|
2017
Q2 | $84K | Buy |
4,452
+545
| +14% | +$10.5K | ﹤0.01% | 2114 |
|
|
2017
Q1 | $82K | Buy |
3,907
+652
| +20% | +$13.4K | ﹤0.01% | 2087 |
|
|
2016
Q4 | $64K | Sell |
3,255
-2,154
| -40% | -$41.7K | ﹤0.01% | 2193 |
|
|
2016
Q3 | $112K | Sell |
5,409
-31
| -0.6% | -$606 | ﹤0.01% | 1773 |
|
|
2016
Q2 | $111K | Sell |
5,440
-2,265
| -29% | -$41K | ﹤0.01% | 1612 |
|
|
2016
Q1 | $128K | Buy |
7,705
+3,750
| +95% | +$54K | ﹤0.01% | 1479 |
|
|
2015
Q4 | $68K | Sell |
3,955
-1,478
| -27% | -$29.4K | ﹤0.01% | 1871 |
|
|
2015
Q3 | $126K | Buy |
+5,433
| New | +$150K | ﹤0.01% | 1457 |
|
|
2015
Q2 | – | Sell |
-4,025
| Closed | -$143K | – | 2129 |
|
|
2015
Q1 | $143K | Sell |
4,025
-7,744
| -66% | -$274K | ﹤0.01% | 1370 |
|
|
2014
Q4 | $449K | Buy |
11,769
+1,986
| +20% | +$76.9K | ﹤0.01% | 744 |
|
|
2014
Q3 | $400K | Buy |
9,783
+770
| +9% | +$30.4K | ﹤0.01% | 743 |
|
|
2014
Q2 | $355K | Hold |
9,013
| – | – | ﹤0.01% | 776 |
|
|
2014
Q1 | $331K | Buy |
9,013
+6,109
| +210% | +$227K | 0.01% | 779 |
|
|
2013
Q4 | $116K | Buy |
2,904
+700
| +32% | +$25.7K | ﹤0.01% | 1120 |
|
|
2013
Q3 | $79K | Sell |
2,204
-225
| -9% | -$8.1K | ﹤0.01% | 1261 |
|
|
2013
Q2 | $94K | Buy |
+2,429
| New | +$88.1K | ﹤0.01% | 1028 |
|
Other funds holding KYN
COLIM
AAM
Creative Planning's KYN Position: Q1 2026 in Review
Creative Planning reduced its Kayne Anderson Energy Infrastructure Fund (KYN) stake by 2.7% in Q1 2026, selling an estimated $8.18K and leaving 21,548 shares worth $308K. The position accounts for ﹤0.01% of the portfolio, ranked #3414.
Creative Planning first reported a position in KYN in Q2 2013 and has held it in 41 quarters since. The position peaked at $449K in Q4 2014. 256 funds tracked by Wall St. Rank hold KYN as of Q1 2026.
- Creative Planning held 21,548 shares of Kayne Anderson Energy Infrastructure Fund worth $308K as of Q1 2026.
- Creative Planning sold 609 Kayne Anderson Energy Infrastructure Fund shares in Q1 2026, an estimated $8.18K.
- Kayne Anderson Energy Infrastructure Fund made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3414 holding.
- Creative Planning first reported a position in Kayne Anderson Energy Infrastructure Fund in Q2 2013 and has held it in 41 quarters since.
- Creative Planning's Kayne Anderson Energy Infrastructure Fund position peaked at $449K in Q4 2014.
- 256 funds tracked by Wall St. Rank held Kayne Anderson Energy Infrastructure Fund as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.