EverSource Wealth Advisors’s Kayne Anderson NextGen Energy & Infrastructure, Inc. KMF Stock Holding History

EverSource Wealth Advisors’s Portfolio KMF Stock Details KMF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-2,609	Closed	-$18.6K	–	2776
2023 Q3	$18.6K	Buy	2,609 +2,557	+4,917%	+$18.8K	﹤0.01%	1155
2023 Q2	$369	Hold	52	–	–	﹤0.01%	2386
2023 Q1	$399	Hold	52	–	–	﹤0.01%	2274
2022 Q4	$391	Hold	52	–	–	﹤0.01%	2231
2022 Q3	$0	Buy	+52	New	+$423	﹤0.01%	2178

Other funds holding KMF

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

EverSource Wealth Advisors's KMF Position: Q4 2023 in Review

EverSource Wealth Advisors sold out of Kayne Anderson NextGen Energy & Infrastructure, Inc. (KMF) in Q4 2023, closing a stake of 2,609 shares — an estimated $18.6K sold.

EverSource Wealth Advisors first reported a position in KMF in Q3 2022 and held it in 5 quarters. The position peaked at $18.6K in Q3 2023. 2 funds tracked by Wall St. Rank hold KMF as of Q4 2023.

EverSource Wealth Advisors reported no remaining Kayne Anderson NextGen Energy & Infrastructure, Inc. position as of Q4 2023 after selling out during the quarter.
EverSource Wealth Advisors sold 2,609 Kayne Anderson NextGen Energy & Infrastructure, Inc. shares in Q4 2023, an estimated $18.6K.
EverSource Wealth Advisors first reported a position in Kayne Anderson NextGen Energy & Infrastructure, Inc. in Q3 2022 and held it in 5 quarters.
EverSource Wealth Advisors's Kayne Anderson NextGen Energy & Infrastructure, Inc. position peaked at $18.6K in Q3 2023.
2 funds tracked by Wall St. Rank held Kayne Anderson NextGen Energy & Infrastructure, Inc. as of Q4 2023.

Based on EverSource Wealth Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.