Secure Asset Management’s Kayne Anderson Energy Infrastructure Fund KYN Stock Holding History

Secure Asset 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	$1.1M	Buy	79,697 +827	+1%	+$11.5K	0.15%	128
2026 Q1	$1.13M	Sell	78,870 -11,405	-13%	-$153K	0.18%	122
2025 Q4	$1.12M	Buy	90,275 +827	+0.9%	+$9.86K	0.17%	124
2025 Q3	$1.1M	Hold	89,448	–	–	0.18%	124
2025 Q2	$1.14M	Hold	89,448	–	–	0.21%	117
2025 Q1	$1.15M	Sell	89,448 -3,000	-3%	-$38.7K	0.23%	115
2024 Q4	$1.18M	Hold	92,448	–	–	0.18%	123
2024 Q3	$1.02M	Hold	92,448	–	–	0.17%	133
2024 Q2	$955K	Buy	+92,448	New	+$913K	0.18%	121

Other funds holding KYN

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

COLIM

City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Secure Asset Management's KYN Position: Q2 2026 in Review

Secure Asset Management increased its Kayne Anderson Energy Infrastructure Fund (KYN) stake by 1% in Q2 2026, buying an estimated $11.5K and bringing the position to 79,697 shares worth $1.1M. The position accounts for 0.15% of the portfolio, ranked #128.

Secure Asset Management first reported a position in KYN in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.18M in Q4 2024. 263 funds tracked by Wall St. Rank hold KYN as of Q2 2026.

Secure Asset Management held 79,697 shares of Kayne Anderson Energy Infrastructure Fund worth $1.1M as of Q2 2026.
Secure Asset Management bought 827 Kayne Anderson Energy Infrastructure Fund shares in Q2 2026, an estimated $11.5K.
Kayne Anderson Energy Infrastructure Fund made up 0.15% of Secure Asset Management's portfolio in Q2 2026, its #128 holding.
Secure Asset Management first reported a position in Kayne Anderson Energy Infrastructure Fund in Q2 2024 and has held it in 9 quarters since.
Secure Asset Management's Kayne Anderson Energy Infrastructure Fund position peaked at $1.18M in Q4 2024.
263 funds tracked by Wall St. Rank held Kayne Anderson Energy Infrastructure Fund as of Q2 2026.

Based on Secure Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.