Next Financial Group’s Kayne Anderson NextGen Energy & Infrastructure, Inc. KMF Stock Holding History

Next Financial Group’s Portfolio KMF Stock Details KMF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	$21K	Buy	2,946 +487	+20%	+$3.61K	﹤0.01%	1874
2021 Q3	$18K	Buy	2,459 +442	+22%	+$3.21K	﹤0.01%	1845
2021 Q2	$15K	Buy	2,017 +159	+9%	+$1.12K	﹤0.01%	1862
2021 Q1	$12K	Hold	1,858	–	–	﹤0.01%	1844
2020 Q4	$11K	Sell	1,858 -298	-14%	-$1.49K	﹤0.01%	1767
2020 Q3	$9K	Buy	+2,156	New	+$9.63K	﹤0.01%	1669
2020 Q2	–	Sell	-2,706	Closed	-$9K	–	2002
2020 Q1	$9K	Sell	2,706 -1,793	-40%	-$14.8K	﹤0.01%	1572
2019 Q4	$48K	Buy	4,499 +2,699	+150%	+$27.4K	0.01%	1207
2019 Q3	$19K	Buy	1,800 +9	+0.5%	+$99	﹤0.01%	1475
2019 Q2	$21K	Buy	1,791 +534	+42%	+$6.27K	﹤0.01%	1452
2019 Q1	$15K	Buy	1,257 +148	+13%	+$1.67K	﹤0.01%	1037
2018 Q4	$11K	Buy	+1,109	New	+$12.4K	﹤0.01%	1327

Other funds holding KMF

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BBR Partners New York $1.79B AUM 16.83% 1-Year Est. Return

Quantedge Capital Singapore $183M AUM 37.27% 1-Year Est. Return

Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return

Next Financial Group's KMF Position: Q4 2021 in Review

Next Financial Group increased its Kayne Anderson NextGen Energy & Infrastructure, Inc. (KMF) stake by 20% in Q4 2021, buying an estimated $3.61K and bringing the position to 2,946 shares worth $21K. The position accounts for ﹤0.01% of the portfolio, ranked #1874.

Next Financial Group first reported a position in KMF in Q4 2018 and has held it in 12 quarters since. The position peaked at $48K in Q4 2019. 79 funds tracked by Wall St. Rank hold KMF as of Q4 2021.

Next Financial Group held 2,946 shares of Kayne Anderson NextGen Energy & Infrastructure, Inc. worth $21K as of Q4 2021.
Next Financial Group bought 487 Kayne Anderson NextGen Energy & Infrastructure, Inc. shares in Q4 2021, an estimated $3.61K.
Kayne Anderson NextGen Energy & Infrastructure, Inc. made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1874 holding.
Next Financial Group first reported a position in Kayne Anderson NextGen Energy & Infrastructure, Inc. in Q4 2018 and has held it in 12 quarters since.
Next Financial Group's Kayne Anderson NextGen Energy & Infrastructure, Inc. position peaked at $48K in Q4 2019.
79 funds tracked by Wall St. Rank held Kayne Anderson NextGen Energy & Infrastructure, Inc. as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.