Lokken Investment Group’s Kayne Anderson NextGen Energy & Infrastructure, Inc. KMF Stock Holding History

Lokken Investment Group’s Portfolio KMF Stock Details KMF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-55,437	Closed	-$395K	–	148
2023 Q3	$395K	Hold	55,437	–	–	0.26%	83
2023 Q2	$394K	Hold	55,437	–	–	0.26%	87
2023 Q1	$426K	Hold	55,437	–	–	0.32%	76
2022 Q4	$416K	Hold	55,437	–	–	0.33%	73
2022 Q3	$392K	Hold	55,437	–	–	0.34%	62
2022 Q2	$416K	Hold	55,437	–	–	0.34%	68
2022 Q1	$446K	Hold	55,437	–	–	0.35%	64
2021 Q4	$399K	Hold	55,437	–	–	0.28%	77
2021 Q3	$404K	Hold	55,437	–	–	0.32%	72
2021 Q2	$420K	Hold	55,437	–	–	0.34%	66
2021 Q1	$369K	Buy	55,437 +11,000	+25%	+$70.2K	0.33%	72
2020 Q4	$256K	Buy	+44,437	New	+$222K	0.23%	80

Other funds holding KMF

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Lokken Investment Group's KMF Position: Q4 2023 in Review

Lokken Investment Group sold out of Kayne Anderson NextGen Energy & Infrastructure, Inc. (KMF) in Q4 2023, closing a stake of 55,437 shares — an estimated $395K sold.

Lokken Investment Group first reported a position in KMF in Q4 2020 and held it in 12 quarters. The position peaked at $446K in Q1 2022. 2 funds tracked by Wall St. Rank hold KMF as of Q4 2023.

Lokken Investment Group reported no remaining Kayne Anderson NextGen Energy & Infrastructure, Inc. position as of Q4 2023 after selling out during the quarter.
Lokken Investment Group sold 55,437 Kayne Anderson NextGen Energy & Infrastructure, Inc. shares in Q4 2023, an estimated $395K.
Lokken Investment Group first reported a position in Kayne Anderson NextGen Energy & Infrastructure, Inc. in Q4 2020 and held it in 12 quarters.
Lokken Investment Group's Kayne Anderson NextGen Energy & Infrastructure, Inc. position peaked at $446K in Q1 2022.
2 funds tracked by Wall St. Rank held Kayne Anderson NextGen Energy & Infrastructure, Inc. as of Q4 2023.

Based on Lokken Investment Group's 13F filing for Q4 2023, filed 13 Feb 2024.