FourThought Financial Partners’s Kayne Anderson NextGen Energy & Infrastructure, Inc. KMF Stock Holding History

FourThought Financial Partners’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	-284,539	Closed	-$2.03M	–	334
2023 Q3	$2.03M	Sell	284,539 -3,587	-1%	-$26.4K	0.28%	82
2023 Q2	$2.05M	Sell	288,126 -2,173	-0.7%	-$15.7K	0.27%	86
2023 Q1	$2.23M	Buy	290,299 +11,924	+4%	+$89.1K	0.31%	82
2022 Q4	$2.09M	Buy	+278,375	New	+$2.13M	0.3%	83

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

FourThought Financial Partners's KMF Position: Q4 2023 in Review

FourThought Financial Partners sold out of Kayne Anderson NextGen Energy & Infrastructure, Inc. (KMF) in Q4 2023, closing a stake of 284,539 shares — an estimated $2.03M sold.

FourThought Financial Partners first reported a position in KMF in Q4 2022 and held it in 4 quarters. The position peaked at $2.23M in Q1 2023. 2 funds tracked by Wall St. Rank hold KMF as of Q4 2023.

FourThought Financial Partners reported no remaining Kayne Anderson NextGen Energy & Infrastructure, Inc. position as of Q4 2023 after selling out during the quarter.
FourThought Financial Partners sold 284,539 Kayne Anderson NextGen Energy & Infrastructure, Inc. shares in Q4 2023, an estimated $2.03M.
FourThought Financial Partners first reported a position in Kayne Anderson NextGen Energy & Infrastructure, Inc. in Q4 2022 and held it in 4 quarters.
FourThought Financial Partners's Kayne Anderson NextGen Energy & Infrastructure, Inc. position peaked at $2.23M in Q1 2023.
2 funds tracked by Wall St. Rank held Kayne Anderson NextGen Energy & Infrastructure, Inc. as of Q4 2023.

Based on FourThought Financial Partners's 13F filing for Q4 2023, filed 6 Feb 2024.