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

ORG Wealth Partners’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	$2.22M	Sell	163,226 -34,909	-18%	-$506K	0.37%	44
2026 Q2	$2.74M	Buy	198,135 +649	+0.3%	+$8.99K	0.41%	30
2026 Q1	$2.82M	Buy	197,486 +9,930	+5%	+$133K	0.56%	24
2025 Q4	$2.32M	Sell	187,556 -355	-0.2%	-$4.23K	0.55%	26
2025 Q3	$2.32M	Buy	187,911 +51,880	+38%	+$639K	0.49%	27
2025 Q2	$1.71M	Buy	136,031 +36,605	+37%	+$441K	0.41%	32
2025 Q1	$1.29M	Buy	99,426 +27,066	+37%	+$349K	0.4%	46
2024 Q4	$920K	Buy	72,360 +31,906	+79%	+$394K	0.28%	27
2024 Q3	$445K	Buy	+40,454	New	+$430K	0.15%	71

Other funds holding KYN

City of London Investment Management London, United Kingdom $1.47B AUM 36.54% 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

GAMC

Garner Asset Management Corp Plano, Texas $303M AUM 33.28% 1-Year Est. Return

NWF Advisory Services Los Angeles, California $1.07B AUM 35.62% 1-Year Est. Return

ORG Wealth Partners's KYN Position: Q3 2026 in Review

ORG Wealth Partners reduced its Kayne Anderson Energy Infrastructure Fund (KYN) stake by 18% in Q3 2026, selling an estimated $506K and leaving 163,226 shares worth $2.22M. The position accounts for 0.37% of the portfolio, ranked #44.

ORG Wealth Partners first reported a position in KYN in Q3 2024 and has held it in 9 quarters since. The position peaked at $2.82M in Q1 2026. 133 funds tracked by Wall St. Rank hold KYN as of Q3 2026.

ORG Wealth Partners held 163,226 shares of Kayne Anderson Energy Infrastructure Fund worth $2.22M as of Q3 2026.
ORG Wealth Partners sold 34,909 Kayne Anderson Energy Infrastructure Fund shares in Q3 2026, an estimated $506K.
Kayne Anderson Energy Infrastructure Fund made up 0.37% of ORG Wealth Partners's portfolio in Q3 2026, its #44 holding.
ORG Wealth Partners first reported a position in Kayne Anderson Energy Infrastructure Fund in Q3 2024 and has held it in 9 quarters since.
ORG Wealth Partners's Kayne Anderson Energy Infrastructure Fund position peaked at $2.82M in Q1 2026.
133 funds tracked by Wall St. Rank held Kayne Anderson Energy Infrastructure Fund as of Q3 2026.

Based on ORG Wealth Partners's 13F filing for Q3 2026, filed 3 Nov 2026.