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

Lido 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
Q1 		$4.91M Sell
343,771
-11,505
-3% -$155K 0.02% 460
2025
Q4 		$4.39M Buy
355,276
+513
+0.1% +$6.12K 0.01% 498
2025
Q3 		$4.39M Buy
354,763
+9,297
+3% +$115K 0.01% 475
2025
Q2 		$4.39M Buy
345,466
+4,972
+1% +$59.9K 0.02% 408
2025
Q1 		$4.37M Sell
340,494
-1,018
-0.3% -$13.1K 0.02% 371
2024
Q4 		$4.34M Buy
341,512
+121,198
+55% +$1.5M 0.02% 353
2024
Q3 		$2.42M Buy
220,314
+2,790
+1% +$29.7K 0.01% 426
2024
Q2 		$2.29M Buy
217,524
+736
+0.3% +$7.27K 0.01% 420
2024
Q1 		$2.17M Buy
216,788
+38,199
+21% +$345K 0.01% 415
2023
Q4 		$1.57M Buy
+178,589
New +$1.49M 0.01% 472
2022
Q1 		– Sell
-21,684
Closed -$168K – 1054
2021
Q4 		$168K Buy
21,684
+5,423
+33% +$44.3K ﹤0.01% 969
2021
Q3 		$130K Buy
+16,261
New +$130K ﹤0.01% 935
2020
Q3 		– Sell
-10,828
Closed -$57K – 672
2020
Q2 		$57K Hold
10,828
– – ﹤0.01% 588
2020
Q1 		$39K Sell
10,828
-421
-4% -$4.55K ﹤0.01% 573
2019
Q4 		$157K Sell
11,249
-600
-5% -$7.99K 0.01% 632
2019
Q3 		$171K Sell
11,849
-2,711
-19% -$40.2K 0.01% 555
2019
Q2 		$222K Buy
14,560
+444
+3% +$6.92K 0.01% 490
2019
Q1 		$226K Hold
14,116
– – 0.01% 461
2018
Q4 		$194K Buy
14,116
+149
+1% +$2.39K 0.02% 406
2018
Q3 		$249K Hold
13,967
– – 0.02% 376
2018
Q2 		$263K Sell
13,967
-4,395
-24% -$79.9K 0.03% 335
2018
Q1 		$302K Sell
18,362
-500
-3% -$9.14K 0.04% 281
2017
Q4 		$359K Buy
18,862
+500
+3% +$8.22K 0.05% 200
2017
Q3 		$289K Hold
18,362
– – 0.05% 212
2017
Q2 		$346K Hold
18,362
– – 0.07% 151
2017
Q1 		$351K Hold
18,362
– – 0.1% 132
2016
Q4 		$360K Sell
18,362
-909
-5% -$17.6K 0.09% 119
2016
Q3 		$398K Hold
19,271
– – 0.12% 81
2016
Q2 		$392K Sell
19,271
-5,177
-21% -$93.6K 0.12% 80
2016
Q1 		$405K Buy
+24,448
New +$352K 0.14% 73

Other funds holding KYN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Lido Advisors's KYN Position: Q1 2026 in Review

Lido Advisors reduced its Kayne Anderson Energy Infrastructure Fund (KYN) stake by 3.2% in Q1 2026, selling an estimated $155K and leaving 343,771 shares worth $4.91M. The position accounts for 0.02% of the portfolio, ranked #460.

Lido Advisors first reported a position in KYN in Q1 2016 and has held it in 30 quarters since. 256 funds tracked by Wall St. Rank hold KYN as of Q1 2026.

  • Lido Advisors held 343,771 shares of Kayne Anderson Energy Infrastructure Fund worth $4.91M as of Q1 2026.
  • Lido Advisors sold 11,505 Kayne Anderson Energy Infrastructure Fund shares in Q1 2026, an estimated $155K.
  • Kayne Anderson Energy Infrastructure Fund made up 0.02% of Lido Advisors's portfolio in Q1 2026, its #460 holding.
  • Lido Advisors first reported a position in Kayne Anderson Energy Infrastructure Fund in Q1 2016 and has held it in 30 quarters since.
  • 256 funds tracked by Wall St. Rank held Kayne Anderson Energy Infrastructure Fund as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.