EverSource Wealth Advisors’s Kayne Anderson Energy Infrastructure Fund KYN Stock Holding History

EverSource Wealth Advisors’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	$31.3K	Hold	2,195	–	–	﹤0.01%	2223
2025 Q4	$27.2K	Hold	2,195	–	–	﹤0.01%	2183
2025 Q3	$27.1K	Hold	2,195	–	–	﹤0.01%	2132
2025 Q2	$27.9K	Hold	2,195	–	–	﹤0.01%	2028
2025 Q1	$28.2K	Hold	2,195	–	–	﹤0.01%	1507
2024 Q4	$27.9K	Hold	2,195	–	–	﹤0.01%	1460
2024 Q3	$24.1K	Hold	2,195	–	–	﹤0.01%	1396
2024 Q2	$23K	Hold	2,195	–	–	﹤0.01%	1438
2024 Q1	$21K	Hold	2,195	–	–	﹤0.01%	1337
2023 Q4	$19.3K	Buy	+2,195	New	+$18.4K	﹤0.01%	1248

Other funds holding KYN

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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 Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

EverSource Wealth Advisors's KYN Position: Q1 2026 in Review

EverSource Wealth Advisors held its Kayne Anderson Energy Infrastructure Fund (KYN) position steady in Q1 2026 at 2,195 shares worth $31.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2223.

EverSource Wealth Advisors first reported a position in KYN in Q4 2023 and has held it in 10 quarters since. 256 funds tracked by Wall St. Rank hold KYN as of Q1 2026.

EverSource Wealth Advisors held 2,195 shares of Kayne Anderson Energy Infrastructure Fund worth $31.3K as of Q1 2026.
EverSource Wealth Advisors left its Kayne Anderson Energy Infrastructure Fund share count unchanged in Q1 2026.
Kayne Anderson Energy Infrastructure Fund made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #2223 holding.
EverSource Wealth Advisors first reported a position in Kayne Anderson Energy Infrastructure Fund in Q4 2023 and has held it in 10 quarters since.
256 funds tracked by Wall St. Rank held Kayne Anderson Energy Infrastructure Fund as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.