KACA
KNRG

Kayne Anderson Capital Advisors’s Simplify Kayne Anderson Energy and Infrastructure Credit ETF KNRG Stock Holding History

Kayne Anderson Capital Advisors’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
Q1 		$10.2M Buy
399,553
+100,959
+34% +$2.61M 0.19% 28
2025
Q4 		$7.72M Hold
298,594
– – 0.18% 28
2025
Q3 		$7.78M Hold
298,594
– – 0.17% 34
2025
Q2 		$7.63M Buy
+298,594
New +$7.57M 0.18% 30

Other funds holding KNRG

AAA
AG Asset Advisory Los Angeles, California $121M AUM 10.78% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
PHS
Pekin Hardy Strauss Chicago, Illinois $957M AUM 44.61% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
AIA
Accelerate Investment Advisors Aliso Viejo, California $150M AUM 17.82% 1-Year Est. Return

Kayne Anderson Capital Advisors's KNRG Position: Q1 2026 in Review

Kayne Anderson Capital Advisors increased its Simplify Kayne Anderson Energy and Infrastructure Credit ETF (KNRG) stake by 34% in Q1 2026, buying an estimated $2.61M and bringing the position to 399,553 shares worth $10.2M. The position accounts for 0.19% of the portfolio, ranked #28.

Kayne Anderson Capital Advisors first reported a position in KNRG in Q2 2025 and has held it in 4 quarters since. 17 funds tracked by Wall St. Rank hold KNRG as of Q1 2026.

  • Kayne Anderson Capital Advisors held 399,553 shares of Simplify Kayne Anderson Energy and Infrastructure Credit ETF worth $10.2M as of Q1 2026.
  • Kayne Anderson Capital Advisors bought 100,959 Simplify Kayne Anderson Energy and Infrastructure Credit ETF shares in Q1 2026, an estimated $2.61M.
  • Simplify Kayne Anderson Energy and Infrastructure Credit ETF made up 0.19% of Kayne Anderson Capital Advisors's portfolio in Q1 2026, its #28 holding.
  • Kayne Anderson Capital Advisors first reported a position in Simplify Kayne Anderson Energy and Infrastructure Credit ETF in Q2 2025 and has held it in 4 quarters since.
  • 17 funds tracked by Wall St. Rank held Simplify Kayne Anderson Energy and Infrastructure Credit ETF as of Q1 2026.

Based on Kayne Anderson Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.