Samalin Investment Counsel’s Kayne Anderson Energy Infrastructure Fund KYN Stock Holding History

Samalin Investment Counsel’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	$314K	Buy	22,732 +1,516	+7%	+$21K	0.1%	238
2026 Q1	$303K	Sell	21,216 -414	-2%	-$5.56K	0.11%	239
2025 Q4	$268K	Buy	+21,630	New	+$258K	0.1%	252
2025 Q2	–	Sell	-10,238	Closed	-$131K	–	313
2025 Q1	$131K	Buy	+10,238	New	+$132K	0.05%	305

Other funds holding KYN

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

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

OWP

ORG Wealth Partners Dallas, Texas $646M AUM 46.54% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Samalin Investment Counsel's KYN Position: Q2 2026 in Review

Samalin Investment Counsel increased its Kayne Anderson Energy Infrastructure Fund (KYN) stake by 7.1% in Q2 2026, buying an estimated $21K and bringing the position to 22,732 shares worth $314K. The position accounts for 0.1% of the portfolio, ranked #238.

Samalin Investment Counsel first reported a position in KYN in Q1 2025 and has held it in 4 quarters since. 93 funds tracked by Wall St. Rank hold KYN as of Q2 2026.

Samalin Investment Counsel held 22,732 shares of Kayne Anderson Energy Infrastructure Fund worth $314K as of Q2 2026.
Samalin Investment Counsel bought 1,516 Kayne Anderson Energy Infrastructure Fund shares in Q2 2026, an estimated $21K.
Kayne Anderson Energy Infrastructure Fund made up 0.1% of Samalin Investment Counsel's portfolio in Q2 2026, its #238 holding.
Samalin Investment Counsel first reported a position in Kayne Anderson Energy Infrastructure Fund in Q1 2025 and has held it in 4 quarters since.
93 funds tracked by Wall St. Rank held Kayne Anderson Energy Infrastructure Fund as of Q2 2026.

Based on Samalin Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.