JFS Wealth Advisors’s Kayne Anderson Energy Infrastructure Fund KYN Stock Holding History

JFS Wealth Advisors’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	$789	Buy	+57	New	+$789	﹤0.01%	1862
2019 Q4	–	Sell	-4,450	Closed	-$64K	–	533
2019 Q3	$64K	Hold	4,450	–	–	0.02%	223
2019 Q2	$68K	Hold	4,450	–	–	0.02%	219
2019 Q1	$71K	Hold	4,450	–	–	0.02%	206
2018 Q4	$61K	Sell	4,450 -37,300	-89%	-$597K	0.02%	209
2018 Q3	$745K	Hold	41,750	–	–	0.19%	76
2018 Q2	$787K	Hold	41,750	–	–	0.21%	70
2018 Q1	$688K	Buy	+41,750	New	+$763K	0.18%	77

Other funds holding KYN

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

MFG

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

CEFA

Closed-End Fund Advisors Richmond, Virginia $102M AUM

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

IWN

Independent Wealth Network Urbandale, Iowa $393M AUM 30.08% 1-Year Est. Return

NWAM LLC Mercer Island, Washington $2B AUM 34.81% 1-Year Est. Return

JFS Wealth Advisors's KYN Position: Q2 2026 in Review

JFS Wealth Advisors opened a new position in Kayne Anderson Energy Infrastructure Fund (KYN) in Q2 2026: 57 shares worth $789. The stake represents ﹤0.01% of the portfolio and ranks #1862 among its holdings. This is a return to the name: JFS Wealth Advisors previously reported a position in KYN as recently as Q3 2019.

JFS Wealth Advisors first reported a position in KYN in Q1 2018 and has held it in 8 quarters since. The position peaked at $787K in Q2 2018. 74 funds tracked by Wall St. Rank hold KYN as of Q2 2026.

JFS Wealth Advisors held 57 shares of Kayne Anderson Energy Infrastructure Fund worth $789 as of Q2 2026.
Kayne Anderson Energy Infrastructure Fund was a new JFS Wealth Advisors position in Q2 2026.
Kayne Anderson Energy Infrastructure Fund made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1862 holding.
JFS Wealth Advisors first reported a position in Kayne Anderson Energy Infrastructure Fund in Q1 2018 and has held it in 8 quarters since.
JFS Wealth Advisors's Kayne Anderson Energy Infrastructure Fund position peaked at $787K in Q2 2018.
74 funds tracked by Wall St. Rank held Kayne Anderson Energy Infrastructure Fund as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.