Laird Norton Wetherby Wealth Management’s Kayne Anderson Energy Infrastructure Fund KYN Stock Holding History

Laird Norton Wetherby 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
2025 Q3	$1.65M	Buy	133,672 +50,000	+60%	+$616K	0.07%	264
2025 Q2	$1.06M	Buy	+83,672	New	+$1.01M	0.05%	348
2024 Q4	$880K	Hold	69,261	–	–	0.04%	363
2024 Q3	$762K	Hold	69,261	–	–	0.03%	429
2024 Q2	$715K	Buy	69,261 +9,129	+15%	+$90.2K	0.03%	428
2024 Q1	$602K	Sell	60,132 -2,868	-5%	-$25.9K	0.03%	505
2023 Q4	$553K	Sell	63,000 -2,216	-3%	-$18.5K	0.03%	517
2023 Q3	$548K	Hold	65,216	–	–	0.03%	491
2023 Q2	$531K	Hold	65,216	–	–	0.03%	515
2023 Q1	$563K	Buy	65,216 +2,216	+4%	+$19.4K	0.03%	494
2022 Q4	$539K	Sell	63,000 -63,000	-50%	-$546K	0.03%	495
2022 Q3	$1.02M	Hold	126,000	–	–	0.07%	286
2022 Q2	$1.06M	Buy	126,000 +63,000	+100%	+$571K	0.07%	285
2022 Q1	$581K	Hold	63,000	–	–	0.03%	473
2021 Q4	$491K	Hold	63,000	–	–	0.03%	532
2021 Q3	$504K	Hold	63,000	–	–	0.03%	509
2021 Q2	$560K	Buy	+63,000	New	+$505K	0.03%	472
2021 Q1	–	Sell	-73,435	Closed	-$422K	–	846
2020 Q4	$422K	Buy	+73,435	New	+$394K	0.03%	518

Other funds holding KYN

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

COLIM

City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return

Terril Brothers St. Louis, Missouri $366M AUM 29.25% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's KYN Position: Q3 2025 in Review

Laird Norton Wetherby Wealth Management increased its Kayne Anderson Energy Infrastructure Fund (KYN) stake by 60% in Q3 2025, buying an estimated $616K and bringing the position to 133,672 shares worth $1.65M. The position accounts for 0.07% of the portfolio, ranked #264.

Laird Norton Wetherby Wealth Management first reported a position in KYN in Q4 2020 and has held it in 18 quarters since. 247 funds tracked by Wall St. Rank hold KYN as of Q3 2025.

Laird Norton Wetherby Wealth Management held 133,672 shares of Kayne Anderson Energy Infrastructure Fund worth $1.65M as of Q3 2025.
Laird Norton Wetherby Wealth Management bought 50,000 Kayne Anderson Energy Infrastructure Fund shares in Q3 2025, an estimated $616K.
Kayne Anderson Energy Infrastructure Fund made up 0.07% of Laird Norton Wetherby Wealth Management's portfolio in Q3 2025, its #264 holding.
Laird Norton Wetherby Wealth Management first reported a position in Kayne Anderson Energy Infrastructure Fund in Q4 2020 and has held it in 18 quarters since.
247 funds tracked by Wall St. Rank held Kayne Anderson Energy Infrastructure Fund as of Q3 2025.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.