Nations Financial Group’s Kayne Anderson Energy Infrastructure Fund KYN Stock Holding History

Nations Financial 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	$245K	Hold	17,125	–	–	0.01%	685
2025 Q4	$212K	Sell	17,125 -8,224	-32%	-$98.1K	0.01%	705
2025 Q3	$314K	Sell	25,349 -1,644	-6%	-$20.3K	0.02%	593
2025 Q2	$343K	Hold	26,993	–	–	0.02%	535
2025 Q1	$346K	Hold	26,993	–	–	0.03%	506
2024 Q4	$343K	Sell	26,993 -200	-0.7%	-$2.47K	0.03%	522
2024 Q3	$299K	Sell	27,193 -1,502	-5%	-$16K	0.02%	565
2024 Q2	$296K	Sell	28,695 -598	-2%	-$5.91K	0.02%	540
2024 Q1	$293K	Sell	29,293 -3,740	-11%	-$33.8K	0.02%	529
2023 Q4	$290K	Buy	+33,033	New	+$276K	0.03%	524

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 $1.38B AUM 42.43% 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

Nations Financial Group's KYN Position: Q1 2026 in Review

Nations Financial Group held its Kayne Anderson Energy Infrastructure Fund (KYN) position steady in Q1 2026 at 17,125 shares worth $245K. The position accounts for 0.01% of the portfolio, ranked #685.

Nations Financial Group first reported a position in KYN in Q4 2023 and has held it in 10 quarters since. The position peaked at $346K in Q1 2025. 256 funds tracked by Wall St. Rank hold KYN as of Q1 2026.

Nations Financial Group held 17,125 shares of Kayne Anderson Energy Infrastructure Fund worth $245K as of Q1 2026.
Nations Financial Group left its Kayne Anderson Energy Infrastructure Fund share count unchanged in Q1 2026.
Kayne Anderson Energy Infrastructure Fund made up 0.01% of Nations Financial Group's portfolio in Q1 2026, its #685 holding.
Nations Financial Group first reported a position in Kayne Anderson Energy Infrastructure Fund in Q4 2023 and has held it in 10 quarters since.
Nations Financial Group's Kayne Anderson Energy Infrastructure Fund position peaked at $346K in Q1 2025.
256 funds tracked by Wall St. Rank held Kayne Anderson Energy Infrastructure Fund as of Q1 2026.

Based on Nations Financial Group's 13F filing for Q1 2026, filed 15 Apr 2026.