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 Q2	–	Sell	-343,771	Closed	-$4.91M	–	2219
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 New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

COLIM

City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Terril Brothers St. Louis, Missouri $388M AUM 29.38% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Lido Advisors's KYN Position: Q2 2026 in Review

Lido Advisors sold out of Kayne Anderson Energy Infrastructure Fund (KYN) in Q2 2026, closing a stake of 343,771 shares — an estimated $4.91M sold.

Lido Advisors first reported a position in KYN in Q1 2016 and held it in 30 quarters. The position peaked at $4.91M in Q1 2026. 264 funds tracked by Wall St. Rank hold KYN as of Q2 2026.

Lido Advisors reported no remaining Kayne Anderson Energy Infrastructure Fund position as of Q2 2026 after selling out during the quarter.
Lido Advisors sold 343,771 Kayne Anderson Energy Infrastructure Fund shares in Q2 2026, an estimated $4.91M.
Lido Advisors first reported a position in Kayne Anderson Energy Infrastructure Fund in Q1 2016 and held it in 30 quarters.
Lido Advisors's Kayne Anderson Energy Infrastructure Fund position peaked at $4.91M in Q1 2026.
264 funds tracked by Wall St. Rank held Kayne Anderson Energy Infrastructure Fund as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.