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

NewEdge Wealth’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	$373K	Sell	26,100 -136	-0.5%	-$1.83K	﹤0.01%	905
2025 Q4	$325K	Buy	26,236 +136	+0.5%	+$1.62K	﹤0.01%	995
2025 Q3	$300K	Buy	26,100 +1,000	+4%	+$12.3K	﹤0.01%	875
2025 Q2	$315K	Sell	25,100 -15,125	-38%	-$182K	﹤0.01%	820
2025 Q1	$516K	Sell	40,225 -1,200	-3%	-$15.5K	0.01%	639
2024 Q4	$527K	Sell	41,425 -250	-0.6%	-$3.09K	0.01%	624
2024 Q3	$458K	Buy	41,675 +6,145	+17%	+$65.3K	0.01%	636
2024 Q2	$367K	Buy	35,530 +5,000	+16%	+$49.4K	0.01%	607
2024 Q1	$293K	Buy	+30,530	New	+$276K	0.01%	670
2022 Q2	–	Sell	-12,008	Closed	-$111K	–	567
2022 Q1	$111K	Hold	12,008	–	–	﹤0.01%	411
2021 Q4	$94K	Buy	+12,008	New	+$98.1K	﹤0.01%	394

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

NewEdge Wealth's KYN Position: Q1 2026 in Review

NewEdge Wealth reduced its Kayne Anderson Energy Infrastructure Fund (KYN) stake by 0.52% in Q1 2026, selling an estimated $1.83K and leaving 26,100 shares worth $373K. The position accounts for ﹤0.01% of the portfolio, ranked #905.

NewEdge Wealth first reported a position in KYN in Q4 2021 and has held it in 11 quarters since. The position peaked at $527K in Q4 2024. 256 funds tracked by Wall St. Rank hold KYN as of Q1 2026.

NewEdge Wealth held 26,100 shares of Kayne Anderson Energy Infrastructure Fund worth $373K as of Q1 2026.
NewEdge Wealth sold 136 Kayne Anderson Energy Infrastructure Fund shares in Q1 2026, an estimated $1.83K.
Kayne Anderson Energy Infrastructure Fund made up ﹤0.01% of NewEdge Wealth's portfolio in Q1 2026, its #905 holding.
NewEdge Wealth first reported a position in Kayne Anderson Energy Infrastructure Fund in Q4 2021 and has held it in 11 quarters since.
NewEdge Wealth's Kayne Anderson Energy Infrastructure Fund position peaked at $527K in Q4 2024.
256 funds tracked by Wall St. Rank held Kayne Anderson Energy Infrastructure Fund as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.