NWF Advisory Services’s Kayne Anderson Energy Infrastructure Fund KYN Stock Holding History

NWF Advisory Services’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	$4.07M	Buy	299,559 +24	+0%	+$348	0.38%	59
2026 Q2	$4.14M	Sell	299,535 -4,163	-1%	-$57.7K	0.39%	55
2026 Q1	$4.34M	Sell	303,698 -2,571	-0.8%	-$34.5K	0.49%	49
2025 Q4	$3.79M	Sell	306,269 -18,256	-6%	-$218K	0.42%	55
2025 Q3	$4.01M	Buy	324,525 +231	+0.1%	+$2.85K	0.44%	52
2025 Q2	$4.13M	Buy	324,294 +4,133	+1%	+$49.8K	0.49%	46
2025 Q1	$4.11M	Buy	+320,161	New	+$4.13M	0.58%	45
2024 Q4	–	Sell	-281,243	Closed	-$3.09M	–	366
2024 Q3	$3.09M	Buy	281,243 +4,500	+2%	+$47.8K	0.45%	48
2024 Q2	$2.86M	Buy	276,743 +9,998	+4%	+$98.8K	0.45%	48
2024 Q1	$2.67M	Buy	266,745 +22,600	+9%	+$204K	0.45%	48
2023 Q4	$2.14M	Buy	244,145 +44,374	+22%	+$371K	0.43%	50
2023 Q3	$1.68M	Buy	199,771 +24,084	+14%	+$208K	0.4%	52
2023 Q2	$1.43M	Hold	175,687	–	–	0.33%	58
2023 Q1	$1.43M	Buy	+175,687	New	+$1.54M	0.33%	58

Other funds holding KYN

CCA

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

TCMG

TSP Capital Management Group Summit, New Jersey $397M AUM 31.23% 1-Year Est. Return

Promethium Advisors Bethesda, Maryland $203M AUM 21.58% 1-Year Est. Return

IWN

Independent Wealth Network Urbandale, Iowa $397M AUM 20.36% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

Secure Asset Management Troy, Michigan $753M AUM 20.9% 1-Year Est. Return

PRTG

Post Resch Tallon Group Pittsford, New York $146M AUM 18.19% 1-Year Est. Return

JWM

Jeppson Wealth Management Manhattan Beach, California $350M AUM 26.62% 1-Year Est. Return

SMH

Sanders Morris Harris Houston, Texas $755M AUM 11.28% 1-Year Est. Return

EBWM

Eagle Bluffs Wealth Management Columbia, Missouri $291M AUM 25.84% 1-Year Est. Return

NWF Advisory Services's KYN Position: Q3 2026 in Review

NWF Advisory Services increased its Kayne Anderson Energy Infrastructure Fund (KYN) stake by 0.01% in Q3 2026, buying an estimated $348 and bringing the position to 299,559 shares worth $4.07M. The position accounts for 0.38% of the portfolio, ranked #59.

NWF Advisory Services first reported a position in KYN in Q1 2023 and has held it in 14 quarters since. The position peaked at $4.34M in Q1 2026. 36 funds tracked by Wall St. Rank hold KYN as of Q3 2026.

NWF Advisory Services held 299,559 shares of Kayne Anderson Energy Infrastructure Fund worth $4.07M as of Q3 2026.
NWF Advisory Services bought 24 Kayne Anderson Energy Infrastructure Fund shares in Q3 2026, an estimated $348.
Kayne Anderson Energy Infrastructure Fund made up 0.38% of NWF Advisory Services's portfolio in Q3 2026, its #59 holding.
NWF Advisory Services first reported a position in Kayne Anderson Energy Infrastructure Fund in Q1 2023 and has held it in 14 quarters since.
NWF Advisory Services's Kayne Anderson Energy Infrastructure Fund position peaked at $4.34M in Q1 2026.
36 funds tracked by Wall St. Rank held Kayne Anderson Energy Infrastructure Fund as of Q3 2026.

Based on NWF Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.