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

Olistico 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 Q2	$8.57K	Hold	620	–	–	﹤0.01%	256
2026 Q1	$8.85K	Hold	620	–	–	﹤0.01%	262
2025 Q4	$7.68K	Buy	+620	New	+$7.39K	﹤0.01%	269
2025 Q3	–	Sell	-620	Closed	-$7.89K	–	231
2025 Q2	$7.89K	Hold	620	–	–	﹤0.01%	274
2025 Q1	$7.96K	Hold	620	–	–	﹤0.01%	262
2024 Q4	$7.88K	Hold	620	–	–	﹤0.01%	254
2024 Q3	$6.82K	Hold	620	–	–	﹤0.01%	264
2024 Q2	$6.41K	Buy	+620	New	+$6.13K	﹤0.01%	263

Other funds holding KYN

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

COLIM

City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Terril Brothers St. Louis, Missouri $388M AUM 29.38% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Olistico Wealth's KYN Position: Q2 2026 in Review

Olistico Wealth held its Kayne Anderson Energy Infrastructure Fund (KYN) position steady in Q2 2026 at 620 shares worth $8.57K. The position accounts for ﹤0.01% of the portfolio, ranked #256.

Olistico Wealth first reported a position in KYN in Q2 2024 and has held it in 8 quarters since. The position peaked at $8.85K in Q1 2026. 264 funds tracked by Wall St. Rank hold KYN as of Q2 2026.

Olistico Wealth held 620 shares of Kayne Anderson Energy Infrastructure Fund worth $8.57K as of Q2 2026.
Olistico Wealth left its Kayne Anderson Energy Infrastructure Fund share count unchanged in Q2 2026.
Kayne Anderson Energy Infrastructure Fund made up ﹤0.01% of Olistico Wealth's portfolio in Q2 2026, its #256 holding.
Olistico Wealth first reported a position in Kayne Anderson Energy Infrastructure Fund in Q2 2024 and has held it in 8 quarters since.
Olistico Wealth's Kayne Anderson Energy Infrastructure Fund position peaked at $8.85K in Q1 2026.
264 funds tracked by Wall St. Rank held Kayne Anderson Energy Infrastructure Fund as of Q2 2026.

Based on Olistico Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.