Next Level Wealth Planning’s Kayne Anderson Energy Infrastructure Fund KYN Stock Holding History

Next Level Wealth Planning’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 Q3	$15.9K	Buy	+1,171	New	+$17K	0.01%	293

Other funds holding KYN

City of London Investment Management London, United Kingdom $1.47B AUM 36.54% 1-Year Est. Return

Terril Brothers St. Louis, Missouri $397M AUM 20.73% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return

Magnus Financial Group New York $1.5B AUM 16.47% 1-Year Est. Return

Meridian Wealth Management Lexington, Kentucky $3.35B AUM 30.28% 1-Year Est. Return

Flagship Harbor Advisors Boston, Massachusetts $2.69B AUM 15.82% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return

Closed-End Fund Advisors Richmond, Virginia $96.2M AUM 6.01% 1-Year Est. Return

Next Level Wealth Planning's KYN Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in Kayne Anderson Energy Infrastructure Fund (KYN) in Q3 2026: 1,171 shares worth $15.9K. The stake represents 0.01% of the portfolio and ranks #293 among its holdings.

144 funds tracked by Wall St. Rank hold KYN as of Q3 2026.

Next Level Wealth Planning held 1,171 shares of Kayne Anderson Energy Infrastructure Fund worth $15.9K as of Q3 2026.
Kayne Anderson Energy Infrastructure Fund was a new Next Level Wealth Planning position in Q3 2026.
Kayne Anderson Energy Infrastructure Fund made up 0.01% of Next Level Wealth Planning's portfolio in Q3 2026, its #293 holding.
144 funds tracked by Wall St. Rank held Kayne Anderson Energy Infrastructure Fund as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.