Rise Advisors’s Kayne Anderson NextGen Energy & Infrastructure, Inc. KMF Stock Holding History

Rise Advisors’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 Q2	–	Sell	-524	Closed	-$4.03K	–	814
2023 Q1	$4.03K	Buy	524 +10	+2%	+$75	﹤0.01%	485
2022 Q4	$3.86K	Buy	514 +11	+2%	+$84	﹤0.01%	479
2022 Q3	$4K	Buy	503 +11	+2%	+$89	﹤0.01%	483
2022 Q2	$4K	Buy	492 +9	+2%	+$74	﹤0.01%	485
2022 Q1	$4K	Buy	483 +8	+2%	+$61	﹤0.01%	463
2021 Q4	$3.41K	Buy	+475	New	+$3.52K	﹤0.01%	456

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

RCM

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

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 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

CIM

Cowen Investment Management New York $12M AUM 1.47% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

MGAM

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

Rise Advisors's KMF Position: Q2 2023 in Review

Rise Advisors sold out of Kayne Anderson NextGen Energy & Infrastructure, Inc. (KMF) in Q2 2023, closing a stake of 524 shares — an estimated $4.03K sold.

Rise Advisors first reported a position in KMF in Q4 2021 and held it in 6 quarters. The position peaked at $4.03K in Q1 2023. 84 funds tracked by Wall St. Rank hold KMF as of Q2 2023.

Rise Advisors reported no remaining Kayne Anderson NextGen Energy & Infrastructure, Inc. position as of Q2 2023 after selling out during the quarter.
Rise Advisors sold 524 Kayne Anderson NextGen Energy & Infrastructure, Inc. shares in Q2 2023, an estimated $4.03K.
Rise Advisors first reported a position in Kayne Anderson NextGen Energy & Infrastructure, Inc. in Q4 2021 and held it in 6 quarters.
Rise Advisors's Kayne Anderson NextGen Energy & Infrastructure, Inc. position peaked at $4.03K in Q1 2023.
84 funds tracked by Wall St. Rank held Kayne Anderson NextGen Energy & Infrastructure, Inc. as of Q2 2023.

Based on Rise Advisors's 13F filing for Q2 2023, filed 10 Jul 2023.