Mosaic Family Wealth Partners’s Kayne Anderson Energy Infrastructure Fund KYN Stock Holding History

Mosaic Family Wealth Partners’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	$149K	Buy	10,421 +20	+0.2%	+$269	0.02%	280
2025 Q4	$129K	Sell	10,401 -175	-2%	-$2.09K	0.01%	238
2025 Q3	$131K	Hold	10,576	–	–	0.02%	232
2025 Q2	$135K	Hold	10,576	–	–	0.02%	225
2025 Q1	$136K	Hold	10,576	–	–	0.02%	210
2024 Q4	$134K	Hold	10,576	–	–	0.02%	209
2024 Q3	$116K	Sell	10,576 -16,688	-61%	-$177K	0.02%	206
2024 Q2	$282K	Buy	27,264 +291	+1%	+$2.88K	0.05%	158
2024 Q1	$270K	Buy	26,973 +308	+1%	+$2.78K	0.04%	174
2023 Q4	$234K	Buy	26,665 +2,173	+9%	+$18.2K	0.04%	172
2023 Q3	$206K	Buy	24,492 +293	+1%	+$2.52K	0.04%	175
2023 Q2	$197K	Buy	24,199 +286	+1%	+$2.36K	0.04%	181
2023 Q1	$207K	Buy	23,913 +249	+1%	+$2.18K	0.04%	178
2022 Q4	$203K	Buy	+23,664	New	+$205K	0.06%	174

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 $1.66B AUM 59.71% 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

Mosaic Family Wealth Partners's KYN Position: Q1 2026 in Review

Mosaic Family Wealth Partners increased its Kayne Anderson Energy Infrastructure Fund (KYN) stake by 0.19% in Q1 2026, buying an estimated $269 and bringing the position to 10,421 shares worth $149K. The position accounts for 0.02% of the portfolio, ranked #280.

Mosaic Family Wealth Partners first reported a position in KYN in Q4 2022 and has held it in 14 quarters since. The position peaked at $282K in Q2 2024. 256 funds tracked by Wall St. Rank hold KYN as of Q1 2026.

Mosaic Family Wealth Partners held 10,421 shares of Kayne Anderson Energy Infrastructure Fund worth $149K as of Q1 2026.
Mosaic Family Wealth Partners bought 20 Kayne Anderson Energy Infrastructure Fund shares in Q1 2026, an estimated $269.
Kayne Anderson Energy Infrastructure Fund made up 0.02% of Mosaic Family Wealth Partners's portfolio in Q1 2026, its #280 holding.
Mosaic Family Wealth Partners first reported a position in Kayne Anderson Energy Infrastructure Fund in Q4 2022 and has held it in 14 quarters since.
Mosaic Family Wealth Partners's Kayne Anderson Energy Infrastructure Fund position peaked at $282K in Q2 2024.
256 funds tracked by Wall St. Rank held Kayne Anderson Energy Infrastructure Fund as of Q1 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q1 2026, filed 30 Apr 2026.