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Essex Financial Services’s Kayne Anderson Energy Infrastructure Fund KYN Stock Holding History

Essex Financial Services’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
Q1 		$993K Sell
69,530
-621
-0.9% -$8.34K 0.06% 294
2025
Q4 		$868K Sell
70,151
-9,047
-11% -$108K 0.05% 316
2025
Q3 		$980K Buy
79,198
+198
+0.3% +$2.44K 0.06% 271
2025
Q2 		$1M Buy
79,000
+13,025
+20% +$157K 0.07% 255
2025
Q1 		$846K Buy
65,975
+2,765
+4% +$35.7K 0.06% 263
2024
Q4 		$803K Buy
63,210
+750
+1% +$9.26K 0.06% 282
2024
Q3 		$731K Buy
62,460
+13,515
+28% +$144K 0.05% 305
2024
Q2 		$506K Buy
48,945
+3,006
+7% +$29.7K 0.04% 373
2024
Q1 		$460K Buy
45,939
+4,315
+10% +$39K 0.04% 340
2023
Q4 		$365K Sell
41,624
-2,324
-5% -$19.4K 0.04% 358
2023
Q3 		$370K Buy
43,948
+1,660
+4% +$14.3K 0.04% 337
2023
Q2 		$344K Buy
42,288
+4,348
+11% +$35.8K 0.04% 342
2023
Q1 		$328K Buy
37,940
+20,929
+123% +$183K 0.03% 358
2022
Q4 		$145K Buy
+17,011
New +$147K 0.02% 464
2022
Q3 		– Sell
-51,300
Closed -$430K – 477
2022
Q2 		$430K Buy
+51,300
New +$465K 0.05% 296

Other funds holding KYN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Essex Financial Services's KYN Position: Q1 2026 in Review

Essex Financial Services reduced its Kayne Anderson Energy Infrastructure Fund (KYN) stake by 0.89% in Q1 2026, selling an estimated $8.34K and leaving 69,530 shares worth $993K. The position accounts for 0.06% of the portfolio, ranked #294.

Essex Financial Services first reported a position in KYN in Q2 2022 and has held it in 15 quarters since. The position peaked at $1M in Q2 2025. 256 funds tracked by Wall St. Rank hold KYN as of Q1 2026.

  • Essex Financial Services held 69,530 shares of Kayne Anderson Energy Infrastructure Fund worth $993K as of Q1 2026.
  • Essex Financial Services sold 621 Kayne Anderson Energy Infrastructure Fund shares in Q1 2026, an estimated $8.34K.
  • Kayne Anderson Energy Infrastructure Fund made up 0.06% of Essex Financial Services's portfolio in Q1 2026, its #294 holding.
  • Essex Financial Services first reported a position in Kayne Anderson Energy Infrastructure Fund in Q2 2022 and has held it in 15 quarters since.
  • Essex Financial Services's Kayne Anderson Energy Infrastructure Fund position peaked at $1M in Q2 2025.
  • 256 funds tracked by Wall St. Rank held Kayne Anderson Energy Infrastructure Fund as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.