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

CreativeOne 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 		$554K Buy
40,081
+3,765
+10% +$52.1K 0.01% 761
2026
Q1 		$519K Buy
36,316
+23,417
+182% +$315K 0.01% 795
2025
Q4 		$160K Buy
+12,899
New +$154K ﹤0.01% 1143

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
AAM
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

CreativeOne Wealth's KYN Position: Q2 2026 in Review

CreativeOne Wealth increased its Kayne Anderson Energy Infrastructure Fund (KYN) stake by 10% in Q2 2026, buying an estimated $52.1K and bringing the position to 40,081 shares worth $554K. The position accounts for 0.01% of the portfolio, ranked #761.

CreativeOne Wealth first reported a position in KYN in Q4 2025 and has held it in 3 quarters since. 264 funds tracked by Wall St. Rank hold KYN as of Q2 2026.

  • CreativeOne Wealth held 40,081 shares of Kayne Anderson Energy Infrastructure Fund worth $554K as of Q2 2026.
  • CreativeOne Wealth bought 3,765 Kayne Anderson Energy Infrastructure Fund shares in Q2 2026, an estimated $52.1K.
  • Kayne Anderson Energy Infrastructure Fund made up 0.01% of CreativeOne Wealth's portfolio in Q2 2026, its #761 holding.
  • CreativeOne Wealth first reported a position in Kayne Anderson Energy Infrastructure Fund in Q4 2025 and has held it in 3 quarters since.
  • 264 funds tracked by Wall St. Rank held Kayne Anderson Energy Infrastructure Fund as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.