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

Mission 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	$493K	Hold	35,683	–	–	0.01%	687
2026 Q1	$510K	Hold	35,683	–	–	0.01%	483
2025 Q4	$442K	Hold	35,683	–	–	0.01%	516
2025 Q3	$441K	Hold	35,683	–	–	0.01%	513
2025 Q2	$454K	Hold	35,683	–	–	0.01%	495
2025 Q1	$458K	Hold	35,683	–	–	0.01%	478
2024 Q4	$454K	Buy	35,683 +8,083	+29%	+$99.8K	0.01%	443
2024 Q3	$304K	Buy	+27,600	New	+$293K	0.01%	546

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

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

Mission Wealth Management held its Kayne Anderson Energy Infrastructure Fund (KYN) position steady in Q2 2026 at 35,683 shares worth $493K. The position accounts for 0.01% of the portfolio, ranked #687.

Mission Wealth Management first reported a position in KYN in Q3 2024 and has held it in 8 quarters since. The position peaked at $510K in Q1 2026. 264 funds tracked by Wall St. Rank hold KYN as of Q2 2026.

Mission Wealth Management held 35,683 shares of Kayne Anderson Energy Infrastructure Fund worth $493K as of Q2 2026.
Mission Wealth Management left its Kayne Anderson Energy Infrastructure Fund share count unchanged in Q2 2026.
Kayne Anderson Energy Infrastructure Fund made up 0.01% of Mission Wealth Management's portfolio in Q2 2026, its #687 holding.
Mission Wealth Management first reported a position in Kayne Anderson Energy Infrastructure Fund in Q3 2024 and has held it in 8 quarters since.
Mission Wealth Management's Kayne Anderson Energy Infrastructure Fund position peaked at $510K in Q1 2026.
264 funds tracked by Wall St. Rank held Kayne Anderson Energy Infrastructure Fund as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.