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Rockwood Wealth Management’s Kayne Anderson Energy Infrastructure Fund KYN Stock Holding History

Rockwood Wealth Management’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
Q2 		$189K Buy
13,675
+1,899
+16% +$26.3K 0.01% 129
2026
Q1 		$168K Sell
11,776
-755
-6% -$10.1K 0.01% 113
2025
Q4 		$155K Hold
12,531
– – 0.01% 115
2025
Q3 		$155K Hold
12,531
– – 0.01% 106
2025
Q2 		$159K Hold
12,531
– – 0.01% 102
2025
Q1 		$161K Buy
12,531
+755
+6% +$9.74K 0.02% 93
2024
Q4 		$147K Hold
11,776
– – 0.02% 92
2024
Q3 		$130K Hold
11,776
– – 0.01% 83
2024
Q2 		$122K Buy
+11,776
New +$116K 0.01% 82

Other funds holding KYN

COLIM
City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return
TB
Terril Brothers St. Louis, Missouri $388M AUM 29.38% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
CEFA
Closed-End Fund Advisors Richmond, Virginia $102M AUM
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
NAS
NWF Advisory Services Los Angeles, California $1.06B AUM 48.27% 1-Year Est. Return
TCMG
TSP Capital Management Group Summit, New Jersey $418M AUM 68.45% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Rockwood Wealth Management's KYN Position: Q2 2026 in Review

Rockwood Wealth Management increased its Kayne Anderson Energy Infrastructure Fund (KYN) stake by 16% in Q2 2026, buying an estimated $26.3K and bringing the position to 13,675 shares worth $189K. The position accounts for 0.01% of the portfolio, ranked #129.

Rockwood Wealth Management first reported a position in KYN in Q2 2024 and has held it in 9 quarters since. 106 funds tracked by Wall St. Rank hold KYN as of Q2 2026.

  • Rockwood Wealth Management held 13,675 shares of Kayne Anderson Energy Infrastructure Fund worth $189K as of Q2 2026.
  • Rockwood Wealth Management bought 1,899 Kayne Anderson Energy Infrastructure Fund shares in Q2 2026, an estimated $26.3K.
  • Kayne Anderson Energy Infrastructure Fund made up 0.01% of Rockwood Wealth Management's portfolio in Q2 2026, its #129 holding.
  • Rockwood Wealth Management first reported a position in Kayne Anderson Energy Infrastructure Fund in Q2 2024 and has held it in 9 quarters since.
  • 106 funds tracked by Wall St. Rank held Kayne Anderson Energy Infrastructure Fund as of Q2 2026.

Based on Rockwood Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.