Mercer Global Advisors’s Kayne Anderson Energy Infrastructure Fund KYN Stock Holding History

Mercer Global Advisors’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	$172K	Sell	12,021 -27,956	-70%	-$376K	﹤0.01%	2891
2025 Q4	$495K	Buy	39,977 +4,277	+12%	+$51K	﹤0.01%	1869
2025 Q3	$442K	Buy	35,700 +17,442	+96%	+$215K	﹤0.01%	1831
2025 Q2	$232K	Buy	+18,258	New	+$220K	﹤0.01%	2007
2024 Q2	–	Sell	-10,883	Closed	-$109K	–	2009
2024 Q1	$109K	Sell	10,883 -1,734	-14%	-$15.7K	﹤0.01%	1848
2023 Q4	$111K	Buy	+12,617	New	+$105K	﹤0.01%	1905
2023 Q3	–	Sell	-13,702	Closed	-$112K	–	2011
2023 Q2	$112K	Buy	+13,702	New	+$113K	﹤0.01%	1821
2020 Q4	–	Sell	-2,437,059	Closed	-$12.9M	–	1372
2020 Q3	$12.9M	Buy	+2,437,059	New	+$11.6M	0.19%	83
2020 Q2	–	Sell	-2,473,239	Closed	-$8.98M	–	1104
2020 Q1	$8.98M	Buy	+2,473,239	New	+$26.7M	0.2%	94

Other funds holding KYN

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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 Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Mercer Global Advisors's KYN Position: Q1 2026 in Review

Mercer Global Advisors reduced its Kayne Anderson Energy Infrastructure Fund (KYN) stake by 70% in Q1 2026, selling an estimated $376K and leaving 12,021 shares worth $172K. The position accounts for ﹤0.01% of the portfolio, ranked #2891.

Mercer Global Advisors first reported a position in KYN in Q1 2020 and has held it in 9 quarters since. The position peaked at $12.9M in Q3 2020. 256 funds tracked by Wall St. Rank hold KYN as of Q1 2026.

Mercer Global Advisors held 12,021 shares of Kayne Anderson Energy Infrastructure Fund worth $172K as of Q1 2026.
Mercer Global Advisors sold 27,956 Kayne Anderson Energy Infrastructure Fund shares in Q1 2026, an estimated $376K.
Kayne Anderson Energy Infrastructure Fund made up ﹤0.01% of Mercer Global Advisors's portfolio in Q1 2026, its #2891 holding.
Mercer Global Advisors first reported a position in Kayne Anderson Energy Infrastructure Fund in Q1 2020 and has held it in 9 quarters since.
Mercer Global Advisors's Kayne Anderson Energy Infrastructure Fund position peaked at $12.9M in Q3 2020.
256 funds tracked by Wall St. Rank held Kayne Anderson Energy Infrastructure Fund as of Q1 2026.

Based on Mercer Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.