Cypress Wealth Services’s Keel Infrastructure Corp KEEL Stock Holding History

Cypress Wealth Services’s Portfolio KEEL Stock Details KEEL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$138K	Buy	23,975 +225	+0.9%	+$966	0.02%	417
2026 Q1	$46.3K	Buy	23,750 +250	+1%	+$587	0.01%	393
2025 Q4	$55.2K	Sell	23,500 -1,150	-5%	-$3.94K	0.01%	385
2025 Q3	$69.5K	Sell	24,650 -50,500	-67%	-$78.3K	0.01%	343
2025 Q2	$63.1K	Hold	75,150	–	–	0.01%	313
2025 Q1	$59.2K	Hold	75,150	–	–	0.01%	279
2024 Q4	$112K	Sell	75,150 -750	-1%	-$1.5K	0.02%	274
2024 Q3	$160K	Hold	75,900	–	–	0.03%	274
2024 Q2	$195K	Sell	75,900 -2,700	-3%	-$5.81K	0.04%	249
2024 Q1	$175K	Sell	78,600 -4,400	-5%	-$11.4K	0.04%	251
2023 Q4	$242K	Hold	83,000	–	–	0.06%	210
2023 Q3	$88.8K	Hold	83,000	–	–	0.02%	235
2023 Q2	$153K	Hold	83,000	–	–	0.04%	240
2023 Q1	$80.5K	Buy	83,000 +500	+0.6%	+$467	0.02%	246
2022 Q4	$36.3K	Buy	82,500 +2,700	+3%	+$1.99K	0.01%	232
2022 Q3	$81K	Sell	79,800 -1,250	-2%	-$1.71K	0.03%	220
2022 Q2	$91K	Buy	81,050 +800	+1%	+$1.81K	0.03%	224
2022 Q1	$301K	Buy	80,250 +39,500	+97%	+$153K	0.08%	182
2021 Q4	$206K	Sell	40,750 -10,200	-20%	-$63K	0.06%	216
2021 Q3	$217K	Sell	50,950 -19,321	-27%	-$94.8K	0.07%	205
2021 Q2	$277K	Buy	+70,271	New	+$288K	0.08%	205

Other funds holding KEEL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Situational Awareness San Francisco, California $20.2B AUM 612.59% 1-Year Est. Return

MAC

Monarch Alternative Capital New York $707M AUM 177.52% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Cypress Wealth Services's KEEL Position: Q2 2026 in Review

Cypress Wealth Services increased its Keel Infrastructure Corp (KEEL) stake by 0.95% in Q2 2026, buying an estimated $966 and bringing the position to 23,975 shares worth $138K. The position accounts for 0.02% of the portfolio, ranked #417.

Cypress Wealth Services first reported a position in KEEL in Q2 2021 and has held it in 21 quarters since. The position peaked at $301K in Q1 2022. 280 funds tracked by Wall St. Rank hold KEEL as of Q2 2026.

Cypress Wealth Services held 23,975 shares of Keel Infrastructure Corp worth $138K as of Q2 2026.
Cypress Wealth Services bought 225 Keel Infrastructure Corp shares in Q2 2026, an estimated $966.
Keel Infrastructure Corp made up 0.02% of Cypress Wealth Services's portfolio in Q2 2026, its #417 holding.
Cypress Wealth Services first reported a position in Keel Infrastructure Corp in Q2 2021 and has held it in 21 quarters since.
Cypress Wealth Services's Keel Infrastructure Corp position peaked at $301K in Q1 2022.
280 funds tracked by Wall St. Rank held Keel Infrastructure Corp as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.