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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
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

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

Evermay Wealth Management's KYN Position: Q1 2026 in Review

Evermay Wealth Management held its Kayne Anderson Energy Infrastructure Fund (KYN) position steady in Q1 2026 at 1,266 shares worth $18.1K. The position accounts for ﹤0.01% of the portfolio, ranked #402.

Evermay Wealth Management first reported a position in KYN in Q2 2021 and has held it in 20 quarters since. 256 funds tracked by Wall St. Rank hold KYN as of Q1 2026.

  • Evermay Wealth Management held 1,266 shares of Kayne Anderson Energy Infrastructure Fund worth $18.1K as of Q1 2026.
  • Evermay Wealth Management left its Kayne Anderson Energy Infrastructure Fund share count unchanged in Q1 2026.
  • Kayne Anderson Energy Infrastructure Fund made up ﹤0.01% of Evermay Wealth Management's portfolio in Q1 2026, its #402 holding.
  • Evermay Wealth Management first reported a position in Kayne Anderson Energy Infrastructure Fund in Q2 2021 and has held it in 20 quarters since.
  • 256 funds tracked by Wall St. Rank held Kayne Anderson Energy Infrastructure Fund as of Q1 2026.

Based on Evermay Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.