FourThought Financial Partners’s Kayne Anderson Energy Infrastructure Fund KYN Stock Holding History

FourThought Financial Partners’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	$3.02M	Sell	211,706 -7,160	-3%	-$96.2K	0.26%	93
2025 Q4	$2.71M	Buy	218,866 +10,338	+5%	+$123K	0.23%	90
2025 Q3	$2.58M	Buy	208,528 +10,702	+5%	+$132K	0.23%	90
2025 Q2	$2.52M	Buy	197,826 +14,087	+8%	+$170K	0.25%	89
2025 Q1	$2.36M	Sell	183,739 -8,003	-4%	-$103K	0.25%	95
2024 Q4	$2.44M	Sell	191,742 -2,909	-1%	-$35.9K	0.25%	90
2024 Q3	$2.14M	Sell	194,651 -34,333	-15%	-$365K	0.25%	83
2024 Q2	$2.37M	Sell	228,984 -7,605	-3%	-$75.1K	0.3%	74
2024 Q1	$2.37M	Buy	236,589 +6,025	+3%	+$54.4K	0.27%	89
2023 Q4	$2.02M	Buy	+230,564	New	+$1.93M	0.25%	89

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

FourThought Financial Partners's KYN Position: Q1 2026 in Review

FourThought Financial Partners reduced its Kayne Anderson Energy Infrastructure Fund (KYN) stake by 3.3% in Q1 2026, selling an estimated $96.2K and leaving 211,706 shares worth $3.02M. The position accounts for 0.26% of the portfolio, ranked #93.

FourThought Financial Partners 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.

FourThought Financial Partners held 211,706 shares of Kayne Anderson Energy Infrastructure Fund worth $3.02M as of Q1 2026.
FourThought Financial Partners sold 7,160 Kayne Anderson Energy Infrastructure Fund shares in Q1 2026, an estimated $96.2K.
Kayne Anderson Energy Infrastructure Fund made up 0.26% of FourThought Financial Partners's portfolio in Q1 2026, its #93 holding.
FourThought Financial Partners 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 FourThought Financial Partners's 13F filing for Q1 2026, filed 7 May 2026.