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 Q1	$1.03M	Buy	+72,413	New	+$973K	0.53%	53

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

Navis Wealth Advisors's KYN Position: Q1 2026 in Review

Navis Wealth Advisors opened a new position in Kayne Anderson Energy Infrastructure Fund (KYN) in Q1 2026: 72,413 shares worth $1.03M. The stake represents 0.53% of the portfolio and ranks #53 among its holdings.

256 funds tracked by Wall St. Rank hold KYN as of Q1 2026.

Navis Wealth Advisors held 72,413 shares of Kayne Anderson Energy Infrastructure Fund worth $1.03M as of Q1 2026.
Kayne Anderson Energy Infrastructure Fund was a new Navis Wealth Advisors position in Q1 2026.
Kayne Anderson Energy Infrastructure Fund made up 0.53% of Navis Wealth Advisors's portfolio in Q1 2026, its #53 holding.
256 funds tracked by Wall St. Rank held Kayne Anderson Energy Infrastructure Fund as of Q1 2026.

Based on Navis Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.