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

National Wealth Management Group’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	–	Sell	-13,760	Closed	-$170K	–	238
2025 Q4	$170K	Buy	+13,760	New	+$164K	0.06%	241

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

National Wealth Management Group's KYN Position: Q1 2026 in Review

National Wealth Management Group sold out of Kayne Anderson Energy Infrastructure Fund (KYN) in Q1 2026, closing a stake of 13,760 shares — an estimated $170K sold.

National Wealth Management Group first reported a position in KYN in Q4 2025 and held it in 1 quarter. The position peaked at $170K in Q4 2025. 256 funds tracked by Wall St. Rank hold KYN as of Q1 2026.

National Wealth Management Group reported no remaining Kayne Anderson Energy Infrastructure Fund position as of Q1 2026 after selling out during the quarter.
National Wealth Management Group sold 13,760 Kayne Anderson Energy Infrastructure Fund shares in Q1 2026, an estimated $170K.
National Wealth Management Group first reported a position in Kayne Anderson Energy Infrastructure Fund in Q4 2025 and held it in 1 quarter.
National Wealth Management Group's Kayne Anderson Energy Infrastructure Fund position peaked at $170K in Q4 2025.
256 funds tracked by Wall St. Rank held Kayne Anderson Energy Infrastructure Fund as of Q1 2026.

Based on National Wealth Management Group's 13F filing for Q1 2026, filed 11 May 2026.