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Mark Sheptoff Financial Planning’s Kayne Anderson Energy Infrastructure Fund KYN Stock Holding History

Mark Sheptoff Financial Planning’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 		$7.29K Buy
516
+13
+3% +$175 ﹤0.01% 381
2025
Q4 		$6.23K Buy
+503
New +$6K ﹤0.01% 400

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

Mark Sheptoff Financial Planning's KYN Position: Q1 2026 in Review

Mark Sheptoff Financial Planning increased its Kayne Anderson Energy Infrastructure Fund (KYN) stake by 2.6% in Q1 2026, buying an estimated $175 and bringing the position to 516 shares worth $7.29K. The position accounts for ﹤0.01% of the portfolio, ranked #381.

Mark Sheptoff Financial Planning first reported a position in KYN in Q4 2025 and has held it in 2 quarters since. 256 funds tracked by Wall St. Rank hold KYN as of Q1 2026.

  • Mark Sheptoff Financial Planning held 516 shares of Kayne Anderson Energy Infrastructure Fund worth $7.29K as of Q1 2026.
  • Mark Sheptoff Financial Planning bought 13 Kayne Anderson Energy Infrastructure Fund shares in Q1 2026, an estimated $175.
  • Kayne Anderson Energy Infrastructure Fund made up ﹤0.01% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #381 holding.
  • Mark Sheptoff Financial Planning first reported a position in Kayne Anderson Energy Infrastructure Fund in Q4 2025 and has held it in 2 quarters since.
  • 256 funds tracked by Wall St. Rank held Kayne Anderson Energy Infrastructure Fund as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.