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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
Q2 		$7.22K Buy
522
+6
+1% +$83 ﹤0.01% 404
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 $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
TB
Terril Brothers St. Louis, Missouri $388M AUM 29.38% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Mark Sheptoff Financial Planning's KYN Position: Q2 2026 in Review

Mark Sheptoff Financial Planning increased its Kayne Anderson Energy Infrastructure Fund (KYN) stake by 1.2% in Q2 2026, buying an estimated $83 and bringing the position to 522 shares worth $7.22K. The position accounts for ﹤0.01% of the portfolio, ranked #404.

Mark Sheptoff Financial Planning first reported a position in KYN in Q4 2025 and has held it in 3 quarters since. The position peaked at $7.29K in Q1 2026. 263 funds tracked by Wall St. Rank hold KYN as of Q2 2026.

  • Mark Sheptoff Financial Planning held 522 shares of Kayne Anderson Energy Infrastructure Fund worth $7.22K as of Q2 2026.
  • Mark Sheptoff Financial Planning bought 6 Kayne Anderson Energy Infrastructure Fund shares in Q2 2026, an estimated $83.
  • Kayne Anderson Energy Infrastructure Fund made up ﹤0.01% of Mark Sheptoff Financial Planning's portfolio in Q2 2026, its #404 holding.
  • Mark Sheptoff Financial Planning first reported a position in Kayne Anderson Energy Infrastructure Fund in Q4 2025 and has held it in 3 quarters since.
  • Mark Sheptoff Financial Planning's Kayne Anderson Energy Infrastructure Fund position peaked at $7.29K in Q1 2026.
  • 263 funds tracked by Wall St. Rank held Kayne Anderson Energy Infrastructure Fund as of Q2 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2026, filed 13 Aug 2026.