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

HB 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
2026 Q2	–	Sell	-44,421	Closed	-$634K	–	1768
2026 Q1	$634K	Sell	44,421 -50,360	-53%	-$677K	﹤0.01%	860
2025 Q4	$1.17M	Sell	94,781 -24,743	-21%	-$295K	0.01%	572
2025 Q3	$1.48M	Sell	119,524 -3,438	-3%	-$42.4K	0.01%	499
2025 Q2	$1.56M	Sell	122,962 -3,791	-3%	-$45.7K	0.01%	426
2025 Q1	$1.63M	Sell	126,753 -31,219	-20%	-$403K	0.01%	426
2024 Q4	$2.01M	Buy	+157,972	New	+$1.95M	0.02%	283

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

COLIM

City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 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 $388M AUM 29.38% 1-Year Est. Return

AAM

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

HB Wealth Management's KYN Position: Q2 2026 in Review

HB Wealth Management sold out of Kayne Anderson Energy Infrastructure Fund (KYN) in Q2 2026, closing a stake of 44,421 shares — an estimated $634K sold.

HB Wealth Management first reported a position in KYN in Q4 2024 and held it in 6 quarters. The position peaked at $2.01M in Q4 2024. 263 funds tracked by Wall St. Rank hold KYN as of Q2 2026.

HB Wealth Management reported no remaining Kayne Anderson Energy Infrastructure Fund position as of Q2 2026 after selling out during the quarter.
HB Wealth Management sold 44,421 Kayne Anderson Energy Infrastructure Fund shares in Q2 2026, an estimated $634K.
HB Wealth Management first reported a position in Kayne Anderson Energy Infrastructure Fund in Q4 2024 and held it in 6 quarters.
HB Wealth Management's Kayne Anderson Energy Infrastructure Fund position peaked at $2.01M in Q4 2024.
263 funds tracked by Wall St. Rank held Kayne Anderson Energy Infrastructure Fund as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.