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 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

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

ORG Wealth Partners's KYN Position: Q2 2026 in Review

ORG Wealth Partners increased its Kayne Anderson Energy Infrastructure Fund (KYN) stake by 0.33% in Q2 2026, buying an estimated $8.99K and bringing the position to 198,135 shares worth $2.74M. The position accounts for 0.41% of the portfolio, ranked #30.

ORG Wealth Partners first reported a position in KYN in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.82M in Q1 2026. 263 funds tracked by Wall St. Rank hold KYN as of Q2 2026.

ORG Wealth Partners held 198,135 shares of Kayne Anderson Energy Infrastructure Fund worth $2.74M as of Q2 2026.
ORG Wealth Partners bought 649 Kayne Anderson Energy Infrastructure Fund shares in Q2 2026, an estimated $8.99K.
Kayne Anderson Energy Infrastructure Fund made up 0.41% of ORG Wealth Partners's portfolio in Q2 2026, its #30 holding.
ORG Wealth Partners first reported a position in Kayne Anderson Energy Infrastructure Fund in Q3 2024 and has held it in 8 quarters since.
ORG Wealth Partners's Kayne Anderson Energy Infrastructure Fund position peaked at $2.82M in Q1 2026.
263 funds tracked by Wall St. Rank held Kayne Anderson Energy Infrastructure Fund as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.