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Sonora Investment Management Group’s Kayne Anderson Energy Infrastructure Fund KYN Stock Holding History

Sonora Investment Management Group’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
Q3 		$655K Sell
52,925
-2,100
-4% -$25.9K 0.05% 150
2025
Q2 		$700K Buy
55,025
+800
+1% +$9.64K 0.05% 148
2025
Q1 		$696K Buy
54,225
+8,000
+17% +$103K 0.06% 143
2024
Q4 		$588K Sell
46,225
-500
-1% -$6.17K 0.05% 156
2024
Q3 		$514K Sell
46,725
-200
-0.4% -$2.13K 0.04% 171
2024
Q2 		$470K Hold
46,925
– – 0.04% 179
2024
Q1 		$470K Sell
46,925
-65
-0.1% -$587 0.04% 179
2023
Q4 		$413K Sell
46,990
-1,435
-3% -$12K 0.03% 178
2023
Q3 		$407K Sell
48,425
-1,150
-2% -$9.91K 0.03% 178
2023
Q2 		$404K Sell
49,575
-2,000
-4% -$16.5K 0.03% 175
2023
Q1 		$446K Sell
51,575
-2,897
-5% -$25.4K 0.04% 169
2022
Q4 		$466K Sell
54,472
-5,857
-10% -$50.7K 0.04% 164
2022
Q3 		$506K Hold
60,329
– – 0.07% 129
2022
Q2 		$506K Sell
60,329
-5,100
-8% -$46.2K 0.05% 161
2022
Q1 		$603K Sell
65,429
-7,247
-10% -$61.6K 0.07% 128
2021
Q4 		$566K Buy
+72,676
New +$594K 0.07% 127

Other funds holding KYN

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return
TB
Terril Brothers St. Louis, Missouri $388M AUM 29.38% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Sonora Investment Management Group's KYN Position: Q3 2025 in Review

Sonora Investment Management Group reduced its Kayne Anderson Energy Infrastructure Fund (KYN) stake by 3.8% in Q3 2025, selling an estimated $25.9K and leaving 52,925 shares worth $655K. The position accounts for 0.05% of the portfolio, ranked #150.

Sonora Investment Management Group first reported a position in KYN in Q4 2021 and has held it in 16 quarters since. The position peaked at $700K in Q2 2025. 247 funds tracked by Wall St. Rank hold KYN as of Q3 2025.

  • Sonora Investment Management Group held 52,925 shares of Kayne Anderson Energy Infrastructure Fund worth $655K as of Q3 2025.
  • Sonora Investment Management Group sold 2,100 Kayne Anderson Energy Infrastructure Fund shares in Q3 2025, an estimated $25.9K.
  • Kayne Anderson Energy Infrastructure Fund made up 0.05% of Sonora Investment Management Group's portfolio in Q3 2025, its #150 holding.
  • Sonora Investment Management Group first reported a position in Kayne Anderson Energy Infrastructure Fund in Q4 2021 and has held it in 16 quarters since.
  • Sonora Investment Management Group's Kayne Anderson Energy Infrastructure Fund position peaked at $700K in Q2 2025.
  • 247 funds tracked by Wall St. Rank held Kayne Anderson Energy Infrastructure Fund as of Q3 2025.

Based on Sonora Investment Management Group's 13F filing for Q3 2025, filed 7 Oct 2025.