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

SOA Wealth 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	-131	Closed	-$933	–	957
2023 Q3	$933	Hold	131	–	–	﹤0.01%	779
2023 Q2	$930	Hold	131	–	–	﹤0.01%	788
2023 Q1	$1.01K	Hold	131	–	–	﹤0.01%	789
2022 Q4	$984	Hold	131	–	–	﹤0.01%	795
2022 Q3	$0	Hold	131	–	–	﹤0.01%	1023
2022 Q2	$0	Hold	131	–	–	﹤0.01%	1068
2022 Q1	$1K	Hold	131	–	–	﹤0.01%	883
2021 Q4	$0	Hold	131	–	–	﹤0.01%	1009
2021 Q3	$0	Hold	131	–	–	﹤0.01%	1007
2021 Q2	$0	Hold	131	–	–	﹤0.01%	986
2021 Q1	$0	Hold	131	–	–	﹤0.01%	945
2020 Q4	$0	Buy	+131	New	+$654	﹤0.01%	901

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

SOA Wealth Advisors's KMF Position: Q4 2023 in Review

SOA Wealth Advisors sold out of Kayne Anderson NextGen Energy & Infrastructure, Inc. (KMF) in Q4 2023, closing a stake of 131 shares — an estimated $933 sold.

SOA Wealth Advisors first reported a position in KMF in Q4 2020 and held it in 12 quarters. The position peaked at $1.01K in Q1 2023. 2 funds tracked by Wall St. Rank hold KMF as of Q4 2023.

SOA Wealth Advisors reported no remaining Kayne Anderson NextGen Energy & Infrastructure, Inc. position as of Q4 2023 after selling out during the quarter.
SOA Wealth Advisors sold 131 Kayne Anderson NextGen Energy & Infrastructure, Inc. shares in Q4 2023, an estimated $933.
SOA Wealth Advisors first reported a position in Kayne Anderson NextGen Energy & Infrastructure, Inc. in Q4 2020 and held it in 12 quarters.
SOA Wealth Advisors's Kayne Anderson NextGen Energy & Infrastructure, Inc. position peaked at $1.01K in Q1 2023.
2 funds tracked by Wall St. Rank held Kayne Anderson NextGen Energy & Infrastructure, Inc. as of Q4 2023.

Based on SOA Wealth Advisors's 13F filing for Q4 2023, filed 10 Jan 2024.