Global Financial Private Client’s Kayne Anderson Energy Infrastructure Fund KYN Stock Holding History

Global Financial Private Client’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 Q2	–	Sell	-589	Closed	-$7.56K	–	962
2025 Q1	$7.56K	Hold	589	–	–	﹤0.01%	625
2024 Q4	$7.49K	Hold	589	–	–	﹤0.01%	597
2024 Q3	$6.48K	Hold	589	–	–	﹤0.01%	616
2024 Q2	$6.08K	Hold	589	–	–	﹤0.01%	489
2024 Q1	$5.87K	Hold	589	–	–	﹤0.01%	508
2023 Q4	$5.17K	Hold	589	–	–	﹤0.01%	510
2023 Q3	$4.82K	Hold	589	–	–	﹤0.01%	502
2023 Q2	$4.87K	Hold	589	–	–	﹤0.01%	505
2023 Q1	$5.18K	Hold	589	–	–	﹤0.01%	506
2022 Q4	$5.04K	Hold	589	–	–	﹤0.01%	487
2022 Q3	$4.96K	Hold	589	–	–	﹤0.01%	468
2022 Q2	$4.94K	Hold	589	–	–	﹤0.01%	457
2022 Q1	$5.53K	Hold	589	–	–	﹤0.01%	458
2021 Q4	$4.59K	Hold	589	–	–	﹤0.01%	459
2021 Q3	$4.68K	Hold	589	–	–	﹤0.01%	403
2021 Q2	$5.31K	Hold	589	–	–	﹤0.01%	407
2021 Q1	$4.35K	Hold	589	–	–	﹤0.01%	372
2020 Q4	$3.39K	Hold	589	–	–	﹤0.01%	379
2020 Q3	$2.32K	Hold	589	–	–	﹤0.01%	392
2020 Q2	$3.04K	Hold	589	–	–	﹤0.01%	415
2020 Q1	$2.01K	Hold	589	–	–	﹤0.01%	445
2019 Q4	$8.21K	Buy	+589	New	+$7.84K	0.01%	392

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Global Financial Private Client's KYN Position: Q2 2025 in Review

Global Financial Private Client sold out of Kayne Anderson Energy Infrastructure Fund (KYN) in Q2 2025, closing a stake of 589 shares — an estimated $7.56K sold.

Global Financial Private Client first reported a position in KYN in Q4 2019 and held it in 22 quarters. The position peaked at $8.21K in Q4 2019. 242 funds tracked by Wall St. Rank hold KYN as of Q2 2025.

Global Financial Private Client reported no remaining Kayne Anderson Energy Infrastructure Fund position as of Q2 2025 after selling out during the quarter.
Global Financial Private Client sold 589 Kayne Anderson Energy Infrastructure Fund shares in Q2 2025, an estimated $7.56K.
Global Financial Private Client first reported a position in Kayne Anderson Energy Infrastructure Fund in Q4 2019 and held it in 22 quarters.
Global Financial Private Client's Kayne Anderson Energy Infrastructure Fund position peaked at $8.21K in Q4 2019.
242 funds tracked by Wall St. Rank held Kayne Anderson Energy Infrastructure Fund as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.