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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
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
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 $501B 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 $528B 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 $564B AUM 30.12% 1-Year Est. Return