Richard W. Paul & Associates’s Kayne Anderson NextGen Energy & Infrastructure, Inc. KMF Stock Holding History

Richard W. Paul & Associates’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
2023 Q4	–	Sell	-1	Closed	-$7	–	546
2023 Q3	$7	Hold	1	–	–	﹤0.01%	509
2023 Q2	$7	Hold	1	–	–	﹤0.01%	544
2023 Q1	$8	Hold	1	–	–	﹤0.01%	549
2022 Q4	$8	Buy	+1	New	+$8	﹤0.01%	542

Other funds holding KMF

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Richard W. Paul & Associates's KMF Position: Q4 2023 in Review

Richard W. Paul & Associates sold out of Kayne Anderson NextGen Energy & Infrastructure, Inc. (KMF) in Q4 2023, closing a stake of 1 share — an estimated $7 sold.

Richard W. Paul & Associates first reported a position in KMF in Q4 2022 and held it in 4 quarters. The position peaked at $8 in Q1 2023. 2 funds tracked by Wall St. Rank hold KMF as of Q4 2023.

Richard W. Paul & Associates reported no remaining Kayne Anderson NextGen Energy & Infrastructure, Inc. position as of Q4 2023 after selling out during the quarter.
Richard W. Paul & Associates sold 1 Kayne Anderson NextGen Energy & Infrastructure, Inc. share in Q4 2023, an estimated $7.
Richard W. Paul & Associates first reported a position in Kayne Anderson NextGen Energy & Infrastructure, Inc. in Q4 2022 and held it in 4 quarters.
Richard W. Paul & Associates's Kayne Anderson NextGen Energy & Infrastructure, Inc. position peaked at $8 in Q1 2023.
2 funds tracked by Wall St. Rank held Kayne Anderson NextGen Energy & Infrastructure, Inc. as of Q4 2023.

Based on Richard W. Paul & Associates's 13F filing for Q4 2023, filed 23 Jan 2024.