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Meridian Wealth Management’s Kayne Anderson Energy Infrastructure Fund KYN Stock Holding History

Meridian Wealth Management’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 		$5.84M Buy
409,280
+16,696
+4% +$224K 0.21% 97
2025
Q4 		$4.86M Buy
392,584
+27,378
+7% +$326K 0.17% 109
2025
Q3 		$4.52M Buy
365,206
+21,916
+6% +$270K 0.17% 114
2025
Q2 		$4.37M Sell
343,290
-3,966
-1% -$47.8K 0.19% 112
2025
Q1 		$4.46M Sell
347,256
-33,932
-9% -$438K 0.22% 103
2024
Q4 		$4.84M Sell
381,188
-23,723
-6% -$293K 0.23% 95
2024
Q3 		$4.45M Buy
+404,911
New +$4.3M 0.22% 104
2024
Q2 		– Sell
-434,324
Closed -$4.35M – 439
2024
Q1 		$4.35M Buy
434,324
+14,359
+3% +$130K 0.72% 26
2023
Q4 		$3.69M Sell
419,965
-408,949
-49% -$3.42M 0.24% 91
2023
Q3 		$6.97M Buy
828,914
+441,158
+114% +$3.8M 0.43% 47
2023
Q2 		$3.16M Buy
387,756
+25,988
+7% +$214K 0.27% 76
2023
Q1 		$3.13M Buy
361,768
+55,645
+18% +$488K 0.27% 84
2022
Q4 		$2.62M Sell
306,123
-2,806
-0.9% -$24.3K 0.26% 91
2022
Q3 		$2.5M Sell
308,929
-52,651
-15% -$469K 0.27% 90
2022
Q2 		$3.03M Sell
361,580
-100,765
-22% -$913K 0.25% 100
2022
Q1 		$4.26M Buy
462,345
+1,868
+0.4% +$15.9K 0.47% 40
2021
Q4 		$3.59M Buy
460,477
+17,138
+4% +$140K 0.38% 56
2021
Q3 		$3.55M Buy
443,339
+38,387
+9% +$306K 0.44% 42
2021
Q2 		$3.6M Sell
404,952
-4,057
-1% -$32.5K 0.46% 44
2021
Q1 		$2.93M Buy
409,009
+4,029
+1% +$27.9K 0.43% 50
2020
Q4 		$2.33M Buy
404,980
+17,735
+5% +$95.1K 0.37% 59
2020
Q3 		$1.54M Buy
387,245
+110,965
+40% +$529K 0.38% 59
2020
Q2 		$1.46M Buy
276,280
+171,249
+163% +$911K 0.49% 43
2020
Q1 		$381K Buy
+105,031
New +$1.14M 0.17% 132

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

Meridian Wealth Management's KYN Position: Q1 2026 in Review

Meridian Wealth Management increased its Kayne Anderson Energy Infrastructure Fund (KYN) stake by 4.3% in Q1 2026, buying an estimated $224K and bringing the position to 409,280 shares worth $5.84M. The position accounts for 0.21% of the portfolio, ranked #97.

Meridian Wealth Management first reported a position in KYN in Q1 2020 and has held it in 24 quarters since. The position peaked at $6.97M in Q3 2023. 256 funds tracked by Wall St. Rank hold KYN as of Q1 2026.

  • Meridian Wealth Management held 409,280 shares of Kayne Anderson Energy Infrastructure Fund worth $5.84M as of Q1 2026.
  • Meridian Wealth Management bought 16,696 Kayne Anderson Energy Infrastructure Fund shares in Q1 2026, an estimated $224K.
  • Kayne Anderson Energy Infrastructure Fund made up 0.21% of Meridian Wealth Management's portfolio in Q1 2026, its #97 holding.
  • Meridian Wealth Management first reported a position in Kayne Anderson Energy Infrastructure Fund in Q1 2020 and has held it in 24 quarters since.
  • Meridian Wealth Management's Kayne Anderson Energy Infrastructure Fund position peaked at $6.97M in Q3 2023.
  • 256 funds tracked by Wall St. Rank held Kayne Anderson Energy Infrastructure Fund as of Q1 2026.

Based on Meridian Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.