Prevail Innovative Wealth Advisors’s Kayne Anderson Energy Infrastructure Fund KYN Stock Holding History

Prevail Innovative Wealth 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
2026 Q1	–	Sell	-152,749	Closed	-$1.89M	–	210
2025 Q4	$1.89M	Buy	152,749 +28,693	+23%	+$342K	0.34%	110
2025 Q3	$1.53M	Buy	+124,056	New	+$1.53M	0.3%	130
2024 Q4	–	Sell	-63,025	Closed	-$693K	–	185
2024 Q3	$693K	Buy	63,025 +16,394	+35%	+$174K	0.21%	109
2024 Q2	$482K	Sell	46,631 -266,367	-85%	-$2.63M	0.17%	115
2024 Q1	$3.13M	Sell	312,998 -13,644	-4%	-$123K	1.16%	20
2023 Q4	$2.87M	Sell	326,642 -23,961	-7%	-$200K	1.37%	19
2023 Q3	$2.95M	Sell	350,603 -4,265	-1%	-$36.7K	1.53%	17
2023 Q2	$2.89M	Buy	+354,868	New	+$2.92M	1.58%	21

Other funds holding KYN

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

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

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

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

COLIM

City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 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

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

Prevail Innovative Wealth Advisors's KYN Position: Q1 2026 in Review

Prevail Innovative Wealth Advisors sold out of Kayne Anderson Energy Infrastructure Fund (KYN) in Q1 2026, closing a stake of 152,749 shares — an estimated $1.89M sold.

Prevail Innovative Wealth Advisors first reported a position in KYN in Q2 2023 and held it in 8 quarters. The position peaked at $3.13M in Q1 2024. 256 funds tracked by Wall St. Rank hold KYN as of Q1 2026.

Prevail Innovative Wealth Advisors reported no remaining Kayne Anderson Energy Infrastructure Fund position as of Q1 2026 after selling out during the quarter.
Prevail Innovative Wealth Advisors sold 152,749 Kayne Anderson Energy Infrastructure Fund shares in Q1 2026, an estimated $1.89M.
Prevail Innovative Wealth Advisors first reported a position in Kayne Anderson Energy Infrastructure Fund in Q2 2023 and held it in 8 quarters.
Prevail Innovative Wealth Advisors's Kayne Anderson Energy Infrastructure Fund position peaked at $3.13M in Q1 2024.
256 funds tracked by Wall St. Rank held Kayne Anderson Energy Infrastructure Fund as of Q1 2026.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.