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 Q2	$5.16M	Sell	373,362 -35,918	-9%	-$497K	0.16%	129
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 New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Meridian Wealth Management's KYN Position: Q2 2026 in Review

Meridian Wealth Management reduced its Kayne Anderson Energy Infrastructure Fund (KYN) stake by 8.8% in Q2 2026, selling an estimated $497K and leaving 373,362 shares worth $5.16M. The position accounts for 0.16% of the portfolio, ranked #129.

Meridian Wealth Management first reported a position in KYN in Q1 2020 and has held it in 25 quarters since. The position peaked at $6.97M in Q3 2023. 264 funds tracked by Wall St. Rank hold KYN as of Q2 2026.

Meridian Wealth Management held 373,362 shares of Kayne Anderson Energy Infrastructure Fund worth $5.16M as of Q2 2026.
Meridian Wealth Management sold 35,918 Kayne Anderson Energy Infrastructure Fund shares in Q2 2026, an estimated $497K.
Kayne Anderson Energy Infrastructure Fund made up 0.16% of Meridian Wealth Management's portfolio in Q2 2026, its #129 holding.
Meridian Wealth Management first reported a position in Kayne Anderson Energy Infrastructure Fund in Q1 2020 and has held it in 25 quarters since.
Meridian Wealth Management's Kayne Anderson Energy Infrastructure Fund position peaked at $6.97M in Q3 2023.
264 funds tracked by Wall St. Rank held Kayne Anderson Energy Infrastructure Fund as of Q2 2026.

Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.