Schechter Investment Advisors’s Kayne Anderson Energy Infrastructure Fund KYN Stock Holding History

Schechter Investment Advisors’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
2025 Q1	–	Sell	-31,583	Closed	-$401K	–	667
2024 Q4	$401K	Hold	31,583	–	–	0.03%	429
2024 Q3	$347K	Hold	31,583	–	–	0.03%	462
2024 Q2	$326K	Hold	31,583	–	–	0.02%	462
2024 Q1	$316K	Hold	31,583	–	–	0.02%	486
2023 Q4	$277K	Hold	31,583	–	–	0.02%	479
2023 Q3	$266K	Sell	31,583 -14,000	-31%	-$121K	0.03%	479
2023 Q2	$371K	Hold	45,583	–	–	0.03%	439
2023 Q1	$394K	Buy	+45,583	New	+$399K	0.04%	463

Other funds holding KYN

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Terril Brothers St. Louis, Missouri $388M AUM 29.38% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

AAM

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

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Schechter Investment Advisors's KYN Position: Q1 2025 in Review

Schechter Investment Advisors sold out of Kayne Anderson Energy Infrastructure Fund (KYN) in Q1 2025, closing a stake of 31,583 shares — an estimated $401K sold.

Schechter Investment Advisors first reported a position in KYN in Q1 2023 and held it in 8 quarters. The position peaked at $401K in Q4 2024. 236 funds tracked by Wall St. Rank hold KYN as of Q1 2025.

Schechter Investment Advisors reported no remaining Kayne Anderson Energy Infrastructure Fund position as of Q1 2025 after selling out during the quarter.
Schechter Investment Advisors sold 31,583 Kayne Anderson Energy Infrastructure Fund shares in Q1 2025, an estimated $401K.
Schechter Investment Advisors first reported a position in Kayne Anderson Energy Infrastructure Fund in Q1 2023 and held it in 8 quarters.
Schechter Investment Advisors's Kayne Anderson Energy Infrastructure Fund position peaked at $401K in Q4 2024.
236 funds tracked by Wall St. Rank held Kayne Anderson Energy Infrastructure Fund as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.