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
Q2 		$21K Buy
813
+13
+2% +$335 0.01% 598
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 $5.1B AUM 17.16% 1-Year Est. Return
AAA
AG Asset Advisory Los Angeles, California $124M AUM 1.44% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return
EWA
Exit Wealth Advisors Atlanta, Georgia $220M AUM 37.51% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

Hazlett, Burt & Watson's KNRG Position: Q2 2026 in Review

Hazlett, Burt & Watson increased its Simplify Kayne Anderson Energy and Infrastructure Credit ETF (KNRG) stake by 1.6% in Q2 2026, buying an estimated $335 and bringing the position to 813 shares worth $21K. The position accounts for 0.01% of the portfolio, ranked #598.

Hazlett, Burt & Watson first reported a position in KNRG in Q4 2025 and has held it in 3 quarters since. The position peaked at $25K in Q4 2025. 21 funds tracked by Wall St. Rank hold KNRG as of Q2 2026.

  • Hazlett, Burt & Watson held 813 shares of Simplify Kayne Anderson Energy and Infrastructure Credit ETF worth $21K as of Q2 2026.
  • Hazlett, Burt & Watson bought 13 Simplify Kayne Anderson Energy and Infrastructure Credit ETF shares in Q2 2026, an estimated $335.
  • Simplify Kayne Anderson Energy and Infrastructure Credit ETF made up 0.01% of Hazlett, Burt & Watson's portfolio in Q2 2026, its #598 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 3 quarters since.
  • Hazlett, Burt & Watson's Simplify Kayne Anderson Energy and Infrastructure Credit ETF position peaked at $25K in Q4 2025.
  • 21 funds tracked by Wall St. Rank held Simplify Kayne Anderson Energy and Infrastructure Credit ETF as of Q2 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q2 2026, filed 30 Jul 2026.