Steward Financial Group’s Kayne Anderson NextGen Energy & Infrastructure, Inc. KMF Stock Holding History

Steward Financial Group’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 Q3	$23K	Buy	3,022 +122	+4%	+$899	0.01%	235
2023 Q2	$20K	Hold	2,900	–	–	0.01%	249
2023 Q1	$22K	Buy	+2,900	New	+$21.7K	0.01%	129
2022 Q2	–	Sell	-2,900	Closed	-$24K	–	1469
2022 Q1	$24K	Hold	2,900	–	–	0.02%	141
2021 Q4	$20K	Buy	+2,900	New	+$21.5K	0.02%	124

Other funds holding KMF

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

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

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return

Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 1-Year Est. Return

CIM

Cowen Investment Management New York $12M AUM 1.47% 1-Year Est. Return

Steward Financial Group's KMF Position: Q3 2023 in Review

Steward Financial Group increased its Kayne Anderson NextGen Energy & Infrastructure, Inc. (KMF) stake by 4.2% in Q3 2023, buying an estimated $899 and bringing the position to 3,022 shares worth $23K. The position accounts for 0.01% of the portfolio, ranked #235.

Steward Financial Group first reported a position in KMF in Q4 2021 and has held it in 5 quarters since. The position peaked at $24K in Q1 2022. 87 funds tracked by Wall St. Rank hold KMF as of Q3 2023.

Steward Financial Group held 3,022 shares of Kayne Anderson NextGen Energy & Infrastructure, Inc. worth $23K as of Q3 2023.
Steward Financial Group bought 122 Kayne Anderson NextGen Energy & Infrastructure, Inc. shares in Q3 2023, an estimated $899.
Kayne Anderson NextGen Energy & Infrastructure, Inc. made up 0.01% of Steward Financial Group's portfolio in Q3 2023, its #235 holding.
Steward Financial Group first reported a position in Kayne Anderson NextGen Energy & Infrastructure, Inc. in Q4 2021 and has held it in 5 quarters since.
Steward Financial Group's Kayne Anderson NextGen Energy & Infrastructure, Inc. position peaked at $24K in Q1 2022.
87 funds tracked by Wall St. Rank held Kayne Anderson NextGen Energy & Infrastructure, Inc. as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.