Retirement Guys Formula’s Kayne Anderson NextGen Energy & Infrastructure, Inc. KMF Stock Holding History

Retirement Guys Formula’s Portfolio KMF Stock Details KMF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-52,342	Closed	-$370K	–	143
2022 Q3	$370K	Sell	52,342 -20,996	-29%	-$171K	0.39%	78
2022 Q2	$551K	Sell	73,338 -6,735	-8%	-$55.2K	0.57%	33
2022 Q1	$686K	Sell	80,073 -14,867	-16%	-$114K	0.46%	31
2021 Q4	$683K	Buy	+94,940	New	+$704K	0.54%	36

Other funds holding KMF

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

AAM

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

Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

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

Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return

MGAM

McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return

BBR Partners New York $1.79B AUM 16.83% 1-Year Est. Return

Retirement Guys Formula's KMF Position: Q4 2022 in Review

Retirement Guys Formula sold out of Kayne Anderson NextGen Energy & Infrastructure, Inc. (KMF) in Q4 2022, closing a stake of 52,342 shares — an estimated $370K sold.

Retirement Guys Formula first reported a position in KMF in Q4 2021 and held it in 4 quarters. The position peaked at $686K in Q1 2022. 83 funds tracked by Wall St. Rank hold KMF as of Q4 2022.

Retirement Guys Formula reported no remaining Kayne Anderson NextGen Energy & Infrastructure, Inc. position as of Q4 2022 after selling out during the quarter.
Retirement Guys Formula sold 52,342 Kayne Anderson NextGen Energy & Infrastructure, Inc. shares in Q4 2022, an estimated $370K.
Retirement Guys Formula first reported a position in Kayne Anderson NextGen Energy & Infrastructure, Inc. in Q4 2021 and held it in 4 quarters.
Retirement Guys Formula's Kayne Anderson NextGen Energy & Infrastructure, Inc. position peaked at $686K in Q1 2022.
83 funds tracked by Wall St. Rank held Kayne Anderson NextGen Energy & Infrastructure, Inc. as of Q4 2022.

Based on Retirement Guys Formula's 13F filing for Q4 2022, filed 14 Feb 2023.