BFC Planning, Inc.’s Kayne Anderson Energy Infrastructure Fund KYN Stock Holding History

BFC Planning, Inc.’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	$2.3M	Buy	166,479 +2,967	+2%	+$41.1K	0.09%	217
2026 Q1	$2.33M	Buy	163,512 +11,021	+7%	+$148K	0.1%	200
2025 Q4	$1.89M	Buy	152,491 +149,212	+4,551%	+$1.78M	0.08%	235
2025 Q3	$40.6K	Hold	3,279	–	–	﹤0.01%	1273
2025 Q2	$41.7K	Sell	3,279 -985	-23%	-$11.9K	﹤0.01%	1200
2025 Q1	$54.7K	Buy	4,264 +201	+5%	+$2.59K	﹤0.01%	1074
2024 Q4	$51.6K	Buy	+4,063	New	+$50.1K	﹤0.01%	1094

Other funds holding KYN

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

City of London Investment Management London, United Kingdom $1.47B AUM 36.54% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Terril Brothers St. Louis, Missouri $397M AUM 20.73% 1-Year Est. Return

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

BFC Planning, Inc.'s KYN Position: Q2 2026 in Review

BFC Planning, Inc. increased its Kayne Anderson Energy Infrastructure Fund (KYN) stake by 1.8% in Q2 2026, buying an estimated $41.1K and bringing the position to 166,479 shares worth $2.3M. The position accounts for 0.09% of the portfolio, ranked #217.

BFC Planning, Inc. first reported a position in KYN in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.33M in Q1 2026. 268 funds tracked by Wall St. Rank hold KYN as of Q2 2026.

BFC Planning, Inc. held 166,479 shares of Kayne Anderson Energy Infrastructure Fund worth $2.3M as of Q2 2026.
BFC Planning, Inc. bought 2,967 Kayne Anderson Energy Infrastructure Fund shares in Q2 2026, an estimated $41.1K.
Kayne Anderson Energy Infrastructure Fund made up 0.09% of BFC Planning, Inc.'s portfolio in Q2 2026, its #217 holding.
BFC Planning, Inc. first reported a position in Kayne Anderson Energy Infrastructure Fund in Q4 2024 and has held it in 7 quarters since.
BFC Planning, Inc.'s Kayne Anderson Energy Infrastructure Fund position peaked at $2.33M in Q1 2026.
268 funds tracked by Wall St. Rank held Kayne Anderson Energy Infrastructure Fund as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.