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

Cura Wealth 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	$1.09M	Buy	79,012 +9	+0%	+$125	0.47%	31
2026 Q1	$1.13M	Buy	79,003 +10	+0%	+$134	0.5%	33
2025 Q4	$978K	Buy	78,993 +10	+0%	+$119	0.37%	36
2025 Q3	$977K	Sell	78,983 -64	-0.1%	-$789	0.37%	37
2025 Q2	$1.01M	Buy	79,047 +9	+0%	+$108	0.4%	35
2025 Q1	$1.01M	Buy	79,038 +5,512	+7%	+$71.1K	0.41%	33
2024 Q4	$935K	Buy	+73,526	New	+$907K	0.41%	35

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

Cura Wealth Advisors's KYN Position: Q2 2026 in Review

Cura Wealth Advisors increased its Kayne Anderson Energy Infrastructure Fund (KYN) stake by 0.01% in Q2 2026, buying an estimated $125 and bringing the position to 79,012 shares worth $1.09M. The position accounts for 0.47% of the portfolio, ranked #31.

Cura Wealth Advisors first reported a position in KYN in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.13M in Q1 2026. 263 funds tracked by Wall St. Rank hold KYN as of Q2 2026.

Cura Wealth Advisors held 79,012 shares of Kayne Anderson Energy Infrastructure Fund worth $1.09M as of Q2 2026.
Cura Wealth Advisors bought 9 Kayne Anderson Energy Infrastructure Fund shares in Q2 2026, an estimated $125.
Kayne Anderson Energy Infrastructure Fund made up 0.47% of Cura Wealth Advisors's portfolio in Q2 2026, its #31 holding.
Cura Wealth Advisors first reported a position in Kayne Anderson Energy Infrastructure Fund in Q4 2024 and has held it in 7 quarters since.
Cura Wealth Advisors's Kayne Anderson Energy Infrastructure Fund position peaked at $1.13M in Q1 2026.
263 funds tracked by Wall St. Rank held Kayne Anderson Energy Infrastructure Fund as of Q2 2026.

Based on Cura Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.