IWN
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Independent Wealth Network’s Kayne Anderson Energy Infrastructure Fund KYN Stock Holding History

Independent Wealth Network’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 		$1.55M Buy
111,995
+2,071
+2% +$28.7K 0.39% 63
2026
Q1 		$1.57M Buy
109,924
+1,301
+1% +$17.5K 0.47% 48
2025
Q4 		$1.34M Buy
108,623
+3,706
+4% +$44.2K 0.41% 61
2025
Q3 		$1.3M Buy
104,917
+1,527
+1% +$18.8K 0.42% 60
2025
Q2 		$1.32M Sell
103,390
-97
-0.1% -$1.17K 0.48% 50
2025
Q1 		$1.33M Buy
103,487
+6,215
+6% +$80.2K 0.53% 47
2024
Q4 		$1.24M Buy
97,272
+3,673
+4% +$45.3K 0.5% 47
2024
Q3 		$1.03M Buy
93,599
+1,451
+2% +$15.4K 0.46% 53
2024
Q2 		$952K Buy
92,148
+3,086
+3% +$30.5K 0.44% 57
2024
Q1 		$892K Buy
89,062
+3,678
+4% +$33.2K 0.42% 60
2023
Q4 		$750K Buy
85,384
+34,580
+68% +$289K 0.39% 67
2023
Q3 		$427K Buy
50,804
+6,180
+14% +$53.2K 0.26% 99
2023
Q2 		$363K Sell
44,624
-458
-1% -$3.77K 0.22% 120
2023
Q1 		$390K Buy
45,082
+1,046
+2% +$9.17K 0.25% 100
2022
Q4 		$377K Buy
44,036
+2,666
+6% +$23.1K 0.26% 97
2022
Q3 		$335K Sell
41,370
-1,267
-3% -$11.3K 0.26% 107
2022
Q2 		$357K Buy
42,637
+3,389
+9% +$30.7K 0.26% 104
2022
Q1 		$362K Buy
39,248
+5,995
+18% +$50.9K 0.23% 119
2021
Q4 		$259K Buy
33,253
+11,140
+50% +$91K 0.16% 159
2021
Q3 		$190K Buy
+22,113
New +$176K 0.12% 188

Other funds holding KYN

CCA
Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
NL
NWAM LLC Mercer Island, Washington $2B AUM 34.81% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
SAM
Secure Asset Management Troy, Michigan $714M AUM 27.91% 1-Year Est. Return
PRTG
Post Resch Tallon Group Pittsford, New York $145M AUM 25.19% 1-Year Est. Return
TI
TrueMark Investments Chicago, Illinois $798M AUM 25.52% 1-Year Est. Return

Independent Wealth Network's KYN Position: Q2 2026 in Review

Independent Wealth Network increased its Kayne Anderson Energy Infrastructure Fund (KYN) stake by 1.9% in Q2 2026, buying an estimated $28.7K and bringing the position to 111,995 shares worth $1.55M. The position accounts for 0.39% of the portfolio, ranked #63.

Independent Wealth Network first reported a position in KYN in Q3 2021 and has held it in 20 quarters since. The position peaked at $1.57M in Q1 2026. 59 funds tracked by Wall St. Rank hold KYN as of Q2 2026.

  • Independent Wealth Network held 111,995 shares of Kayne Anderson Energy Infrastructure Fund worth $1.55M as of Q2 2026.
  • Independent Wealth Network bought 2,071 Kayne Anderson Energy Infrastructure Fund shares in Q2 2026, an estimated $28.7K.
  • Kayne Anderson Energy Infrastructure Fund made up 0.39% of Independent Wealth Network's portfolio in Q2 2026, its #63 holding.
  • Independent Wealth Network first reported a position in Kayne Anderson Energy Infrastructure Fund in Q3 2021 and has held it in 20 quarters since.
  • Independent Wealth Network's Kayne Anderson Energy Infrastructure Fund position peaked at $1.57M in Q1 2026.
  • 59 funds tracked by Wall St. Rank held Kayne Anderson Energy Infrastructure Fund as of Q2 2026.

Based on Independent Wealth Network's 13F filing for Q2 2026, filed 20 Jul 2026.