LPL Financial
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LPL Financial’s Kayne Anderson Energy Infrastructure Fund KYN Stock Holding History

LPL Financial’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 		$8.74M Buy
611,864
+41,374
+7% +$556K ﹤0.01% 2105
2025
Q4 		$7.06M Sell
570,490
-53,210
-9% -$634K ﹤0.01% 2242
2025
Q3 		$7.72M Buy
623,700
+42,908
+7% +$529K ﹤0.01% 2115
2025
Q2 		$7.39M Buy
580,792
+256,905
+79% +$3.1M ﹤0.01% 1984
2025
Q1 		$4.16M Buy
323,887
+23,098
+8% +$298K ﹤0.01% 2306
2024
Q4 		$3.82M Buy
300,789
+17,569
+6% +$217K ﹤0.01% 2292
2024
Q3 		$3.12M Buy
283,220
+32,140
+13% +$342K ﹤0.01% 2341
2024
Q2 		$2.59M Buy
251,080
+2,442
+1% +$24.1K ﹤0.01% 2379
2024
Q1 		$2.49M Sell
248,638
-215
-0.1% -$1.94K ﹤0.01% 2351
2023
Q4 		$2.18M Buy
248,853
+106,879
+75% +$894K ﹤0.01% 2337
2023
Q3 		$1.19M Sell
141,974
-40,130
-22% -$346K ﹤0.01% 2744
2023
Q2 		$1.48M Sell
182,104
-2,521
-1% -$20.8K ﹤0.01% 2518
2023
Q1 		$1.6M Buy
184,625
+14,437
+8% +$127K ﹤0.01% 2339
2022
Q4 		$1.46M Sell
170,188
-23,986
-12% -$208K ﹤0.01% 2335
2022
Q3 		$1.57M Buy
194,174
+47,434
+32% +$423K ﹤0.01% 2165
2022
Q2 		$1.23M Buy
146,740
+33,536
+30% +$304K ﹤0.01% 2416
2022
Q1 		$1.04M Buy
113,204
+47,729
+73% +$406K ﹤0.01% 2579
2021
Q4 		$510K Buy
65,475
+12,294
+23% +$100K ﹤0.01% 3262
2021
Q3 		$425K Sell
53,181
-5,503
-9% -$43.9K ﹤0.01% 3368
2021
Q2 		$522K Buy
58,684
+1,306
+2% +$10.5K ﹤0.01% 3119
2021
Q1 		$411K Sell
57,378
-3,902
-6% -$27K ﹤0.01% 3199
2020
Q4 		$352K Buy
61,280
+429
+0.7% +$2.3K ﹤0.01% 3080
2020
Q3 		$243K Sell
60,851
-12,489
-17% -$59.6K ﹤0.01% 3053
2020
Q2 		$387K Buy
73,340
+5,019
+7% +$26.7K ﹤0.01% 2627
2020
Q1 		$248K Sell
68,321
-16,383
-19% -$177K ﹤0.01% 2652
2019
Q4 		$1.18M Buy
84,704
+23,635
+39% +$315K ﹤0.01% 1710
2019
Q3 		$883K Sell
61,069
-7,776
-11% -$115K ﹤0.01% 1830
2019
Q2 		$1.05M Buy
68,845
+13,527
+24% +$211K ﹤0.01% 1688
2019
Q1 		$887K Sell
55,318
-3,004
-5% -$47.1K ﹤0.01% 1733
2018
Q4 		$803K Sell
58,322
-13,192
-18% -$211K ﹤0.01% 1694
2018
Q3 		$1.28M Buy
71,514
+9,200
+15% +$172K ﹤0.01% 1493
2018
Q2 		$1.17M Sell
62,314
-3,990
-6% -$72.6K ﹤0.01% 1513
2018
Q1 		$1.09M Sell
66,304
-17,749
-21% -$324K ﹤0.01% 1532
2017
Q4 		$1.6M Buy
84,053
+1,943
+2% +$32K ﹤0.01% 1211
2017
Q3 		$1.49M Buy
82,110
+1,927
+2% +$34.6K 0.01% 1161
2017
Q2 		$1.51M Sell
80,183
-342,409
-81% -$6.62M 0.01% 1113
2017
Q1 		$8.86M Sell
422,592
-25,433
-6% -$524K 0.06% 265
2016
Q4 		$8.95M Buy
448,025
+30,679
+7% +$594K 0.07% 242
2016
Q3 		$8.49M Buy
417,346
+19,762
+5% +$386K 0.08% 227
2016
Q2 		$7.65M Sell
397,584
-328,344
-45% -$5.94M 0.06% 248
2016
Q1 		$10.7M Buy
725,928
+101,554
+16% +$1.46M 0.03% 418
2015
Q4 		$10.9M Buy
624,374
+328,435
+111% +$6.53M 0.03% 419
2015
Q3 		$7.01M Sell
295,939
-67,574
-19% -$1.87M 0.04% 364
2015
Q2 		$10.7M Sell
363,513
-38,224
-10% -$1.3M 0.05% 302
2015
Q1 		$14.1M Buy
401,737
+48,762
+14% +$1.72M 0.07% 248
2014
Q4 		$13.5M Buy
352,975
+18,691
+6% +$723K 0.07% 235
2014
Q3 		$13.4M Buy
334,284
+3,744
+1% +$148K 0.08% 227
2014
Q2 		$13M Sell
330,540
-57,061
-15% -$2.13M 0.08% 233
2014
Q1 		$14.2M Buy
387,601
+144,502
+59% +$5.37M 0.09% 210
2013
Q4 		$9.69M Buy
243,099
+12,810
+6% +$470K 0.06% 265
2013
Q3 		$8.05M Buy
230,289
+11,772
+5% +$424K 0.05% 299
2013
Q2 		$8.5M Buy
+218,517
New +$7.93M 0.06% 258

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

LPL Financial's KYN Position: Q1 2026 in Review

LPL Financial increased its Kayne Anderson Energy Infrastructure Fund (KYN) stake by 7.3% in Q1 2026, buying an estimated $556K and bringing the position to 611,864 shares worth $8.74M. The position accounts for ﹤0.01% of the portfolio, ranked #2105.

LPL Financial first reported a position in KYN in Q2 2013 and has held it in 52 quarters since. The position peaked at $14.2M in Q1 2014. 256 funds tracked by Wall St. Rank hold KYN as of Q1 2026.

  • LPL Financial held 611,864 shares of Kayne Anderson Energy Infrastructure Fund worth $8.74M as of Q1 2026.
  • LPL Financial bought 41,374 Kayne Anderson Energy Infrastructure Fund shares in Q1 2026, an estimated $556K.
  • Kayne Anderson Energy Infrastructure Fund made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #2105 holding.
  • LPL Financial first reported a position in Kayne Anderson Energy Infrastructure Fund in Q2 2013 and has held it in 52 quarters since.
  • LPL Financial's Kayne Anderson Energy Infrastructure Fund position peaked at $14.2M in Q1 2014.
  • 256 funds tracked by Wall St. Rank held Kayne Anderson Energy Infrastructure Fund as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.