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Lokken Investment Group’s Kayne Anderson Energy Infrastructure Fund KYN Stock Holding History

Lokken Investment Group’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
2024
Q4 		– Sell
-39,594
Closed -$436K – 152
2024
Q3 		$436K Hold
39,594
– – 0.18% 95
2024
Q2 		$409K Hold
39,594
– – 0.19% 90
2024
Q1 		$396K Sell
39,594
-6,000
-13% -$54.2K 0.2% 95
2023
Q4 		$400K Buy
+45,594
New +$381K 0.23% 87

Other funds holding KYN

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Lokken Investment Group's KYN Position: Q4 2024 in Review

Lokken Investment Group sold out of Kayne Anderson Energy Infrastructure Fund (KYN) in Q4 2024, closing a stake of 39,594 shares — an estimated $436K sold.

Lokken Investment Group first reported a position in KYN in Q4 2023 and held it in 4 quarters. The position peaked at $436K in Q3 2024. 240 funds tracked by Wall St. Rank hold KYN as of Q4 2024.

  • Lokken Investment Group reported no remaining Kayne Anderson Energy Infrastructure Fund position as of Q4 2024 after selling out during the quarter.
  • Lokken Investment Group sold 39,594 Kayne Anderson Energy Infrastructure Fund shares in Q4 2024, an estimated $436K.
  • Lokken Investment Group first reported a position in Kayne Anderson Energy Infrastructure Fund in Q4 2023 and held it in 4 quarters.
  • Lokken Investment Group's Kayne Anderson Energy Infrastructure Fund position peaked at $436K in Q3 2024.
  • 240 funds tracked by Wall St. Rank held Kayne Anderson Energy Infrastructure Fund as of Q4 2024.

Based on Lokken Investment Group's 13F filing for Q4 2024, filed 12 Feb 2025.