PHS
KNRG

Pekin Hardy Strauss’s Simplify Kayne Anderson Energy and Infrastructure Credit ETF KNRG Stock Holding History

Pekin Hardy Strauss’s Portfolio KNRG Stock Details KNRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$943K Buy
36,700
+3,500
+11% +$90.2K 0.08% 235
2026
Q1 		$844K Buy
33,200
+21,125
+175% +$547K 0.09% 233
2025
Q4 		$312K Buy
12,075
+500
+4% +$13K 0.03% 352
2025
Q3 		$301K Buy
+11,575
New +$298K 0.03% 330

Other funds holding KNRG

KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
AAA
AG Asset Advisory Los Angeles, California $124M AUM 1.44% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return
EWA
Exit Wealth Advisors Atlanta, Georgia $220M AUM 37.51% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

Pekin Hardy Strauss's KNRG Position: Q2 2026 in Review

Pekin Hardy Strauss increased its Simplify Kayne Anderson Energy and Infrastructure Credit ETF (KNRG) stake by 11% in Q2 2026, buying an estimated $90.2K and bringing the position to 36,700 shares worth $943K. The position accounts for 0.08% of the portfolio, ranked #235.

Pekin Hardy Strauss first reported a position in KNRG in Q3 2025 and has held it in 4 quarters since. 21 funds tracked by Wall St. Rank hold KNRG as of Q2 2026.

  • Pekin Hardy Strauss held 36,700 shares of Simplify Kayne Anderson Energy and Infrastructure Credit ETF worth $943K as of Q2 2026.
  • Pekin Hardy Strauss bought 3,500 Simplify Kayne Anderson Energy and Infrastructure Credit ETF shares in Q2 2026, an estimated $90.2K.
  • Simplify Kayne Anderson Energy and Infrastructure Credit ETF made up 0.08% of Pekin Hardy Strauss's portfolio in Q2 2026, its #235 holding.
  • Pekin Hardy Strauss first reported a position in Simplify Kayne Anderson Energy and Infrastructure Credit ETF in Q3 2025 and has held it in 4 quarters since.
  • 21 funds tracked by Wall St. Rank held Simplify Kayne Anderson Energy and Infrastructure Credit ETF as of Q2 2026.

Based on Pekin Hardy Strauss's 13F filing for Q2 2026, filed 30 Jul 2026.