FSA Wealth Management’s Kayne Anderson Energy Infrastructure Fund KYN Stock Holding History

FSA Wealth Management’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
2025 Q3	$38.3K	Hold	3,100	–	–	0.01%	179
2025 Q2	$39.4K	Hold	3,100	–	–	0.02%	172
2025 Q1	$39.8K	Buy	3,100 +100	+3%	+$1.29K	0.02%	167
2024 Q4	$38.1K	Hold	3,000	–	–	0.02%	173
2024 Q3	$33K	Buy	+3,000	New	+$31.9K	0.01%	196
2024 Q1	$30K	Hold	3,000	–	–	0.01%	206
2023 Q4	$26K	Buy	+3,000	New	+$25.1K	0.01%	204

Other funds holding KYN

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

COLIM

City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return

Terril Brothers St. Louis, Missouri $366M AUM 29.25% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

FSA Wealth Management's KYN Position: Q3 2025 in Review

FSA Wealth Management held its Kayne Anderson Energy Infrastructure Fund (KYN) position steady in Q3 2025 at 3,100 shares worth $38.3K. The position accounts for 0.01% of the portfolio, ranked #179.

FSA Wealth Management first reported a position in KYN in Q4 2023 and has held it in 7 quarters since. The position peaked at $39.8K in Q1 2025. 247 funds tracked by Wall St. Rank hold KYN as of Q3 2025.

FSA Wealth Management held 3,100 shares of Kayne Anderson Energy Infrastructure Fund worth $38.3K as of Q3 2025.
FSA Wealth Management left its Kayne Anderson Energy Infrastructure Fund share count unchanged in Q3 2025.
Kayne Anderson Energy Infrastructure Fund made up 0.01% of FSA Wealth Management's portfolio in Q3 2025, its #179 holding.
FSA Wealth Management first reported a position in Kayne Anderson Energy Infrastructure Fund in Q4 2023 and has held it in 7 quarters since.
FSA Wealth Management's Kayne Anderson Energy Infrastructure Fund position peaked at $39.8K in Q1 2025.
247 funds tracked by Wall St. Rank held Kayne Anderson Energy Infrastructure Fund as of Q3 2025.

Based on FSA Wealth Management's 13F filing for Q3 2025, filed 17 Nov 2025.