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

Evermay Wealth Management’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
Q3 		$17.2K Hold
1,266
– – ﹤0.01% 451
2026
Q2 		$17.5K Hold
1,266
– – ﹤0.01% 456
2026
Q1 		$18.1K Hold
1,266
– – ﹤0.01% 402
2025
Q4 		$15.7K Hold
1,266
– – ﹤0.01% 408
2025
Q3 		$15.7K Hold
1,266
– – ﹤0.01% 413
2025
Q2 		$16.1K Hold
1,266
– – ﹤0.01% 404
2025
Q1 		$16.2K Hold
1,266
– – ﹤0.01% 405
2024
Q4 		$16.1K Hold
1,266
– – ﹤0.01% 393
2024
Q3 		$14.2K Hold
1,266
– – ﹤0.01% 426
2024
Q2 		$13.4K Hold
1,266
– – ﹤0.01% 431
2024
Q1 		$12.7K Hold
1,266
– – ﹤0.01% 449
2023
Q4 		$11.1K Hold
1,266
– – ﹤0.01% 442
2023
Q3 		$10.9K Hold
1,266
– – ﹤0.01% 417
2023
Q2 		$10.6K Hold
1,266
– – ﹤0.01% 426
2023
Q1 		$10.9K Hold
1,266
– – ﹤0.01% 410
2022
Q4 		$10.8K Hold
1,266
– – ﹤0.01% 407
2022
Q3 		$11K Hold
1,266
– – ﹤0.01% 387
2022
Q2 		$11K Hold
1,266
– – ﹤0.01% 388
2022
Q1 		$12K Hold
1,266
– – ﹤0.01% 405
2021
Q4 		$10K Hold
1,266
– – ﹤0.01% 407
2021
Q3 		$10K Hold
1,266
– – ﹤0.01% 383
2021
Q2 		$11K Buy
+1,266
New +$10.2K ﹤0.01% 403

Other funds holding KYN

City of London Investment Management
City of London Investment Management London, United Kingdom $1.47B AUM 36.54% 1-Year Est. Return
Terril Brothers
Terril Brothers St. Louis, Missouri $397M AUM 20.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Advisors Asset Management
Advisors Asset Management Monument, Colorado $6.34B AUM 22.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Cadent Capital Advisors
Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return
Magnus Financial Group
Magnus Financial Group New York $1.5B AUM 16.47% 1-Year Est. Return
Meridian Wealth Management
Meridian Wealth Management Lexington, Kentucky $3.35B AUM 30.28% 1-Year Est. Return
Flagship Harbor Advisors
Flagship Harbor Advisors Boston, Massachusetts $2.69B AUM 15.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Evermay Wealth Management's KYN Position: Q3 2026 in Review

Evermay Wealth Management held its Kayne Anderson Energy Infrastructure Fund (KYN) position steady in Q3 2026 at 1,266 shares worth $17.2K. The position accounts for ﹤0.01% of the portfolio, ranked #451.

Evermay Wealth Management first reported a position in KYN in Q2 2021 and has held it in 22 quarters since. The position peaked at $18.1K in Q1 2026. 170 funds tracked by Wall St. Rank hold KYN as of Q3 2026.

  • Evermay Wealth Management held 1,266 shares of Kayne Anderson Energy Infrastructure Fund worth $17.2K as of Q3 2026.
  • Evermay Wealth Management left its Kayne Anderson Energy Infrastructure Fund share count unchanged in Q3 2026.
  • Kayne Anderson Energy Infrastructure Fund made up ﹤0.01% of Evermay Wealth Management's portfolio in Q3 2026, its #451 holding.
  • Evermay Wealth Management first reported a position in Kayne Anderson Energy Infrastructure Fund in Q2 2021 and has held it in 22 quarters since.
  • Evermay Wealth Management's Kayne Anderson Energy Infrastructure Fund position peaked at $18.1K in Q1 2026.
  • 170 funds tracked by Wall St. Rank held Kayne Anderson Energy Infrastructure Fund as of Q3 2026.

Based on Evermay Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.