SOA Wealth Advisors’s Kayne Anderson Energy Infrastructure Fund KYN Stock Holding History

SOA Wealth 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 Q4	–	Sell	-78	Closed	-$964	–	892
2025 Q3	$964	Buy	78 +2	+3%	+$25	﹤0.01%	769
2025 Q2	$973	Buy	76 +1	+1%	+$12	﹤0.01%	757
2025 Q1	$962	Buy	75 +1	+1%	+$13	﹤0.01%	741
2024 Q4	$936	Buy	74 +3	+4%	+$37	﹤0.01%	734
2024 Q3	$784	Buy	71 +1	+1%	+$11	﹤0.01%	726
2024 Q2	$722	Buy	70 +2	+3%	+$20	﹤0.01%	745
2024 Q1	$684	Buy	68 +1	+1%	+$9	﹤0.01%	791
2023 Q4	$585	Buy	67 +2	+3%	+$17	﹤0.01%	793
2023 Q3	$547	Buy	65 +2	+3%	+$17	﹤0.01%	817
2023 Q2	$516	Buy	63 +1	+2%	+$8	﹤0.01%	831
2023 Q1	$535	Buy	62 +1	+2%	+$9	﹤0.01%	838
2022 Q4	$518	Buy	61 +2	+3%	+$17	﹤0.01%	842
2022 Q3	$0	Buy	59 +2	+4%	+$18	﹤0.01%	910
2022 Q2	$0	Buy	57 +1	+2%	+$9	﹤0.01%	927
2022 Q1	$0	Buy	56 +1	+2%	+$8	﹤0.01%	957
2021 Q4	$0	Buy	55 +1	+2%	+$8	﹤0.01%	930
2021 Q3	$0	Buy	54 +1	+2%	+$8	﹤0.01%	944
2021 Q2	$0	Buy	53 +1	+2%	+$8	﹤0.01%	922
2021 Q1	$0	Hold	52	–	–	﹤0.01%	872
2020 Q4	$0	Buy	+52	New	+$279	﹤0.01%	844

Other funds holding KYN

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

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

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

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

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

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

COLIM

City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 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

Terril Brothers St. Louis, Missouri $366M AUM 29.25% 1-Year Est. Return

SOA Wealth Advisors's KYN Position: Q4 2025 in Review

SOA Wealth Advisors sold out of Kayne Anderson Energy Infrastructure Fund (KYN) in Q4 2025, closing a stake of 78 shares — an estimated $964 sold.

SOA Wealth Advisors first reported a position in KYN in Q4 2020 and held it in 20 quarters. The position peaked at $973 in Q2 2025. 256 funds tracked by Wall St. Rank hold KYN as of Q4 2025.

SOA Wealth Advisors reported no remaining Kayne Anderson Energy Infrastructure Fund position as of Q4 2025 after selling out during the quarter.
SOA Wealth Advisors sold 78 Kayne Anderson Energy Infrastructure Fund shares in Q4 2025, an estimated $964.
SOA Wealth Advisors first reported a position in Kayne Anderson Energy Infrastructure Fund in Q4 2020 and held it in 20 quarters.
SOA Wealth Advisors's Kayne Anderson Energy Infrastructure Fund position peaked at $973 in Q2 2025.
256 funds tracked by Wall St. Rank held Kayne Anderson Energy Infrastructure Fund as of Q4 2025.

Based on SOA Wealth Advisors's 13F filing for Q4 2025, filed 20 Jan 2026.