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Navis Wealth Advisors’s Kayne Anderson Energy Infrastructure Fund KYN Stock Holding History

Navis Wealth Advisors’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 		– Sell
-72,413
Closed -$1.03M – 192
2026
Q1 		$1.03M Buy
+72,413
New +$973K 0.53% 53

Other funds holding KYN

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cetera Investment Advisers
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
TB
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Navis Wealth Advisors's KYN Position: Q2 2026 in Review

Navis Wealth Advisors sold out of Kayne Anderson Energy Infrastructure Fund (KYN) in Q2 2026, closing a stake of 72,413 shares — an estimated $1.03M sold.

Navis Wealth Advisors first reported a position in KYN in Q1 2026 and held it in 1 quarter. The position peaked at $1.03M in Q1 2026. 264 funds tracked by Wall St. Rank hold KYN as of Q2 2026.

  • Navis Wealth Advisors reported no remaining Kayne Anderson Energy Infrastructure Fund position as of Q2 2026 after selling out during the quarter.
  • Navis Wealth Advisors sold 72,413 Kayne Anderson Energy Infrastructure Fund shares in Q2 2026, an estimated $1.03M.
  • Navis Wealth Advisors first reported a position in Kayne Anderson Energy Infrastructure Fund in Q1 2026 and held it in 1 quarter.
  • Navis Wealth Advisors's Kayne Anderson Energy Infrastructure Fund position peaked at $1.03M in Q1 2026.
  • 264 funds tracked by Wall St. Rank held Kayne Anderson Energy Infrastructure Fund as of Q2 2026.

Based on Navis Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.