Sound Income Strategies’s Kayne Anderson NextGen Energy & Infrastructure, Inc. KMF Stock Holding History

Sound Income Strategies’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	-700	Closed	-$4.98K	–	1414
2023 Q3	$4.98K	Hold	700	–	–	﹤0.01%	753
2023 Q2	$4.97K	Hold	700	–	–	﹤0.01%	740
2023 Q1	$5.38K	Hold	700	–	–	﹤0.01%	689
2022 Q4	$5.26K	Buy	+700	New	+$5.35K	﹤0.01%	641
2020 Q2	–	Sell	-72	Closed	–	–	899
2020 Q1	$0	Hold	72	–	–	﹤0.01%	904
2019 Q4	$1K	Hold	72	–	–	﹤0.01%	683
2019 Q3	$1K	Hold	72	–	–	﹤0.01%	645
2019 Q2	$1K	Buy	+72	New	+$845	﹤0.01%	644
2019 Q1	–	Sell	-72	Closed	-$1K	–	813
2018 Q4	$1K	Hold	72	–	–	﹤0.01%	643
2018 Q3	$1K	Buy	+72	New	+$944	﹤0.01%	662

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

Sound Income Strategies's KMF Position: Q4 2023 in Review

Sound Income Strategies sold out of Kayne Anderson NextGen Energy & Infrastructure, Inc. (KMF) in Q4 2023, closing a stake of 700 shares — an estimated $4.98K sold.

Sound Income Strategies first reported a position in KMF in Q3 2018 and held it in 10 quarters. The position peaked at $5.38K in Q1 2023. 2 funds tracked by Wall St. Rank hold KMF as of Q4 2023.

Sound Income Strategies reported no remaining Kayne Anderson NextGen Energy & Infrastructure, Inc. position as of Q4 2023 after selling out during the quarter.
Sound Income Strategies sold 700 Kayne Anderson NextGen Energy & Infrastructure, Inc. shares in Q4 2023, an estimated $4.98K.
Sound Income Strategies first reported a position in Kayne Anderson NextGen Energy & Infrastructure, Inc. in Q3 2018 and held it in 10 quarters.
Sound Income Strategies's Kayne Anderson NextGen Energy & Infrastructure, Inc. position peaked at $5.38K in Q1 2023.
2 funds tracked by Wall St. Rank held Kayne Anderson NextGen Energy & Infrastructure, Inc. as of Q4 2023.

Based on Sound Income Strategies's 13F filing for Q4 2023, filed 10 Jan 2024.