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Evolve Private Wealth’s Kayne Anderson Energy Infrastructure Fund KYN Stock Holding History

Evolve Private Wealth’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
Q2 		– Sell
-10,621
Closed -$152K – 1138
2026
Q1 		$152K Sell
10,621
-655
-6% -$8.8K 0.01% 962
2025
Q4 		$140K Buy
+11,276
New +$134K 0.01% 899

Other funds holding KYN

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
TB
Terril Brothers St. Louis, Missouri $388M AUM 29.38% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Evolve Private Wealth's KYN Position: Q2 2026 in Review

Evolve Private Wealth sold out of Kayne Anderson Energy Infrastructure Fund (KYN) in Q2 2026, closing a stake of 10,621 shares — an estimated $152K sold.

Evolve Private Wealth first reported a position in KYN in Q4 2025 and held it in 2 quarters. The position peaked at $152K in Q1 2026. 265 funds tracked by Wall St. Rank hold KYN as of Q2 2026.

  • Evolve Private Wealth reported no remaining Kayne Anderson Energy Infrastructure Fund position as of Q2 2026 after selling out during the quarter.
  • Evolve Private Wealth sold 10,621 Kayne Anderson Energy Infrastructure Fund shares in Q2 2026, an estimated $152K.
  • Evolve Private Wealth first reported a position in Kayne Anderson Energy Infrastructure Fund in Q4 2025 and held it in 2 quarters.
  • Evolve Private Wealth's Kayne Anderson Energy Infrastructure Fund position peaked at $152K in Q1 2026.
  • 265 funds tracked by Wall St. Rank held Kayne Anderson Energy Infrastructure Fund as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.