Powell Investment Advisors’s Kayne Anderson Energy Infrastructure Fund KYN Stock Holding History

Powell Investment Advisors’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
2025 Q1	–	Sell	-10,669	Closed	-$136K	–	154
2024 Q4	$136K	Buy	+10,669	New	+$132K	0.06%	130

Other funds holding KYN

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Terril Brothers St. Louis, Missouri $366M AUM 29.25% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Powell Investment Advisors's KYN Position: Q1 2025 in Review

Powell Investment Advisors sold out of Kayne Anderson Energy Infrastructure Fund (KYN) in Q1 2025, closing a stake of 10,669 shares — an estimated $136K sold.

Powell Investment Advisors first reported a position in KYN in Q4 2024 and held it in 1 quarter. The position peaked at $136K in Q4 2024. 236 funds tracked by Wall St. Rank hold KYN as of Q1 2025.

Powell Investment Advisors reported no remaining Kayne Anderson Energy Infrastructure Fund position as of Q1 2025 after selling out during the quarter.
Powell Investment Advisors sold 10,669 Kayne Anderson Energy Infrastructure Fund shares in Q1 2025, an estimated $136K.
Powell Investment Advisors first reported a position in Kayne Anderson Energy Infrastructure Fund in Q4 2024 and held it in 1 quarter.
Powell Investment Advisors's Kayne Anderson Energy Infrastructure Fund position peaked at $136K in Q4 2024.
236 funds tracked by Wall St. Rank held Kayne Anderson Energy Infrastructure Fund as of Q1 2025.

Based on Powell Investment Advisors's 13F filing for Q1 2025, filed 9 May 2025.