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

Institute for 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 		$42.4K Buy
+3,063
New +$42.4K ﹤0.01% 912

Other funds holding KYN

COLIM
City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return
TB
Terril Brothers St. Louis, Missouri $388M AUM 29.38% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
MWM
Meridian Wealth Management Lexington, Kentucky $3.25B AUM 41% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
QC
Quantedge Capital Singapore $132M AUM 56.43% 1-Year Est. Return
OC
Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return
CEFA
Closed-End Fund Advisors Richmond, Virginia $102M AUM

Institute for Wealth Management's KYN Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Kayne Anderson Energy Infrastructure Fund (KYN) in Q2 2026: 3,063 shares worth $42.4K. The stake represents ﹤0.01% of the portfolio and ranks #912 among its holdings.

160 funds tracked by Wall St. Rank hold KYN as of Q2 2026.

  • Institute for Wealth Management held 3,063 shares of Kayne Anderson Energy Infrastructure Fund worth $42.4K as of Q2 2026.
  • Kayne Anderson Energy Infrastructure Fund was a new Institute for Wealth Management position in Q2 2026.
  • Kayne Anderson Energy Infrastructure Fund made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #912 holding.
  • 160 funds tracked by Wall St. Rank held Kayne Anderson Energy Infrastructure Fund as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.