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

Sea Otter 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 Q4	–	Sell	-360,300	Closed	-$2.57M	–	259
2023 Q3	$2.57M	Buy	360,300 +292,600	+432%	+$2.16M	1.43%	18
2023 Q2	$481K	Buy	67,700 +17,700	+35%	+$128K	0.27%	77
2023 Q1	$384K	Buy	+50,000	New	+$374K	0.2%	103

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

Sea Otter Advisors's KMF Position: Q4 2023 in Review

Sea Otter Advisors sold out of Kayne Anderson NextGen Energy & Infrastructure, Inc. (KMF) in Q4 2023, closing a stake of 360,300 shares — an estimated $2.57M sold.

Sea Otter Advisors first reported a position in KMF in Q1 2023 and held it in 3 quarters. The position peaked at $2.57M in Q3 2023. 2 funds tracked by Wall St. Rank hold KMF as of Q4 2023.

Sea Otter Advisors reported no remaining Kayne Anderson NextGen Energy & Infrastructure, Inc. position as of Q4 2023 after selling out during the quarter.
Sea Otter Advisors sold 360,300 Kayne Anderson NextGen Energy & Infrastructure, Inc. shares in Q4 2023, an estimated $2.57M.
Sea Otter Advisors first reported a position in Kayne Anderson NextGen Energy & Infrastructure, Inc. in Q1 2023 and held it in 3 quarters.
Sea Otter Advisors's Kayne Anderson NextGen Energy & Infrastructure, Inc. position peaked at $2.57M in Q3 2023.
2 funds tracked by Wall St. Rank held Kayne Anderson NextGen Energy & Infrastructure, Inc. as of Q4 2023.

Based on Sea Otter Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.