HBW
KNRG

Hazlett, Burt & Watson’s Simplify Kayne Anderson Energy and Infrastructure Credit ETF KNRG Stock Holding History

Hazlett, Burt & Watson’s Portfolio KNRG Stock Details KNRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$21K Sell
800
-124
-13% -$3.21K 0.01% 581
2025
Q4 		$25K Buy
+924
New +$23.9K 0.01% 568

Other funds holding KNRG

KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
AAA
AG Asset Advisory Los Angeles, California $121M AUM 10.78% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
PHS
Pekin Hardy Strauss Chicago, Illinois $957M AUM 44.61% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Hazlett, Burt & Watson's KNRG Position: Q1 2026 in Review

Hazlett, Burt & Watson reduced its Simplify Kayne Anderson Energy and Infrastructure Credit ETF (KNRG) stake by 13% in Q1 2026, selling an estimated $3.21K and leaving 800 shares worth $21K. The position accounts for 0.01% of the portfolio, ranked #581.

Hazlett, Burt & Watson first reported a position in KNRG in Q4 2025 and has held it in 2 quarters since. The position peaked at $25K in Q4 2025. 17 funds tracked by Wall St. Rank hold KNRG as of Q1 2026.

  • Hazlett, Burt & Watson held 800 shares of Simplify Kayne Anderson Energy and Infrastructure Credit ETF worth $21K as of Q1 2026.
  • Hazlett, Burt & Watson sold 124 Simplify Kayne Anderson Energy and Infrastructure Credit ETF shares in Q1 2026, an estimated $3.21K.
  • Simplify Kayne Anderson Energy and Infrastructure Credit ETF made up 0.01% of Hazlett, Burt & Watson's portfolio in Q1 2026, its #581 holding.
  • Hazlett, Burt & Watson first reported a position in Simplify Kayne Anderson Energy and Infrastructure Credit ETF in Q4 2025 and has held it in 2 quarters since.
  • Hazlett, Burt & Watson's Simplify Kayne Anderson Energy and Infrastructure Credit ETF position peaked at $25K in Q4 2025.
  • 17 funds tracked by Wall St. Rank held Simplify Kayne Anderson Energy and Infrastructure Credit ETF as of Q1 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q1 2026, filed 14 May 2026.