North Capital’s Kayne Anderson Energy Infrastructure Fund KYN Stock Holding History

North Capital’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	$243K	Hold	17,552	–	–	0.18%	86
2026 Q1	$251K	Sell	17,552 -87	-0.5%	-$1.17K	0.21%	77
2025 Q4	$218K	Sell	17,639 -1	-0%	-$12	0.19%	81
2025 Q3	$218K	Sell	17,640 -479	-3%	-$5.9K	0.17%	75
2025 Q2	$230K	Sell	18,119 -169	-0.9%	-$2.04K	0.2%	67
2025 Q1	$235K	Buy	+18,288	New	+$236K	0.22%	65

Other funds holding KYN

CCA

Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return

MFG

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

SAM

Secure Asset Management Troy, Michigan $714M AUM 27.91% 1-Year Est. Return

PRTG

Post Resch Tallon Group Pittsford, New York $145M AUM 25.19% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

HPBT

Hickory Point Bank & Trust Decatur, Illinois $165M AUM 27.01% 1-Year Est. Return

CWM

Centurion Wealth Management Mclean, Virginia $418M AUM 23.14% 1-Year Est. Return

North Capital's KYN Position: Q2 2026 in Review

North Capital held its Kayne Anderson Energy Infrastructure Fund (KYN) position steady in Q2 2026 at 17,552 shares worth $243K. The position accounts for 0.18% of the portfolio, ranked #86.

North Capital first reported a position in KYN in Q1 2025 and has held it in 6 quarters since. The position peaked at $251K in Q1 2026. 34 funds tracked by Wall St. Rank hold KYN as of Q2 2026.

North Capital held 17,552 shares of Kayne Anderson Energy Infrastructure Fund worth $243K as of Q2 2026.
North Capital left its Kayne Anderson Energy Infrastructure Fund share count unchanged in Q2 2026.
Kayne Anderson Energy Infrastructure Fund made up 0.18% of North Capital's portfolio in Q2 2026, its #86 holding.
North Capital first reported a position in Kayne Anderson Energy Infrastructure Fund in Q1 2025 and has held it in 6 quarters since.
North Capital's Kayne Anderson Energy Infrastructure Fund position peaked at $251K in Q1 2026.
34 funds tracked by Wall St. Rank held Kayne Anderson Energy Infrastructure Fund as of Q2 2026.

Based on North Capital's 13F filing for Q2 2026, filed 14 Jul 2026.