LRI Investments’s Kayne Anderson Energy Infrastructure Fund KYN Stock Holding History

LRI Investments’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	$22.7K	Buy	+1,644	New	+$22.8K	﹤0.01%	730

Other funds holding KYN

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

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

Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

Closed-End Fund Advisors Richmond, Virginia $102M AUM

Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

NWF Advisory Services Los Angeles, California $1.06B AUM 48.27% 1-Year Est. Return

TSP Capital Management Group Summit, New Jersey $418M AUM 68.45% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LRI Investments's KYN Position: Q2 2026 in Review

LRI Investments opened a new position in Kayne Anderson Energy Infrastructure Fund (KYN) in Q2 2026: 1,644 shares worth $22.7K. The stake represents ﹤0.01% of the portfolio and ranks #730 among its holdings.

106 funds tracked by Wall St. Rank hold KYN as of Q2 2026.

LRI Investments held 1,644 shares of Kayne Anderson Energy Infrastructure Fund worth $22.7K as of Q2 2026.
Kayne Anderson Energy Infrastructure Fund was a new LRI Investments position in Q2 2026.
Kayne Anderson Energy Infrastructure Fund made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #730 holding.
106 funds tracked by Wall St. Rank held Kayne Anderson Energy Infrastructure Fund as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.