Spire Wealth Management’s Kayne Anderson Energy Infrastructure Fund KYN Stock Holding History

Spire Wealth 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
2025 Q4	–	Sell	-902	Closed	-$11.2K	–	2412
2025 Q3	$11.2K	Hold	902	–	–	﹤0.01%	1711
2025 Q2	$11.5K	Hold	902	–	–	﹤0.01%	1678
2025 Q1	$11.6K	Hold	902	–	–	﹤0.01%	1795
2024 Q4	$11.5K	Hold	902	–	–	﹤0.01%	1801
2024 Q3	$9.92K	Hold	902	–	–	﹤0.01%	1636
2024 Q2	$9.32K	Sell	902 -27,130	-97%	-$268K	﹤0.01%	1658
2024 Q1	$281K	Hold	28,032	–	–	0.01%	682
2023 Q4	$234K	Hold	28,032	–	–	0.01%	715
2023 Q3	$236K	Hold	28,032	–	–	0.01%	667
2023 Q2	$228K	Hold	28,032	–	–	0.01%	687
2023 Q1	$242K	Buy	+28,032	New	+$246K	0.01%	672
2022 Q4	–	Sell	-665	Closed	-$5K	–	2362
2022 Q3	$5K	Sell	665 -26,945	-98%	-$240K	﹤0.01%	1745
2022 Q2	$231K	Sell	27,610 -27,120	-50%	-$246K	0.01%	713
2022 Q1	$505K	Buy	54,730 +18,802	+52%	+$160K	0.01%	572
2021 Q4	$272K	Buy	+35,928	New	+$293K	0.01%	953
2021 Q3	–	Sell	-129	Closed	-$1K	–	2617
2021 Q2	$1K	Sell	129 -31,800	-100%	-$255K	﹤0.01%	2539
2021 Q1	$228K	Buy	+31,929	New	+$221K	0.01%	1010

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

Spire Wealth Management's KYN Position: Q4 2025 in Review

Spire Wealth Management sold out of Kayne Anderson Energy Infrastructure Fund (KYN) in Q4 2025, closing a stake of 902 shares — an estimated $11.2K sold.

Spire Wealth Management first reported a position in KYN in Q1 2021 and held it in 17 quarters. The position peaked at $505K in Q1 2022. 256 funds tracked by Wall St. Rank hold KYN as of Q4 2025.

Spire Wealth Management reported no remaining Kayne Anderson Energy Infrastructure Fund position as of Q4 2025 after selling out during the quarter.
Spire Wealth Management sold 902 Kayne Anderson Energy Infrastructure Fund shares in Q4 2025, an estimated $11.2K.
Spire Wealth Management first reported a position in Kayne Anderson Energy Infrastructure Fund in Q1 2021 and held it in 17 quarters.
Spire Wealth Management's Kayne Anderson Energy Infrastructure Fund position peaked at $505K in Q1 2022.
256 funds tracked by Wall St. Rank held Kayne Anderson Energy Infrastructure Fund as of Q4 2025.

Based on Spire Wealth Management's 13F filing for Q4 2025, filed 14 Jan 2026.