Steward Partners Investment Advisory’s Kayne Anderson NextGen Energy & Infrastructure, Inc. KMF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,968
| Closed | -$14K | – | 3618 |
|
|
2023
Q3 | $14K | Sell |
1,968
-162
| -8% | -$1.19K | ﹤0.01% | 2458 |
|
|
2023
Q2 | $15.1K | Hold |
2,130
| – | – | ﹤0.01% | 2422 |
|
|
2023
Q1 | $16.4K | Hold |
2,130
| – | – | ﹤0.01% | 2338 |
|
|
2022
Q4 | $16K | Sell |
2,130
-364
| -15% | -$2.78K | ﹤0.01% | 2350 |
|
|
2022
Q3 | $18K | Sell |
2,494
-2,505
| -50% | -$20.4K | ﹤0.01% | 2280 |
|
|
2022
Q2 | $38K | Buy |
4,999
+46
| +0.9% | +$377 | ﹤0.01% | 1940 |
|
|
2022
Q1 | $42K | Buy |
4,953
+2,169
| +78% | +$16.6K | ﹤0.01% | 2008 |
|
|
2021
Q4 | $20K | Sell |
2,784
-544
| -16% | -$4.03K | ﹤0.01% | 2331 |
|
|
2021
Q3 | $24K | Hold |
3,328
| – | – | ﹤0.01% | 2256 |
|
|
2021
Q2 | $25K | Sell |
3,328
-8,431
| -72% | -$59.4K | ﹤0.01% | 4736 |
|
|
2021
Q1 | $78.3K | Buy |
11,759
+16
| +0.1% | +$102 | ﹤0.01% | 1753 |
|
|
2020
Q4 | $68K | Hold |
11,743
| – | – | ﹤0.01% | 1527 |
|
|
2020
Q3 | $47K | Sell |
11,743
-1,702
| -13% | -$7.6K | ﹤0.01% | 1532 |
|
|
2020
Q2 | $61K | Sell |
13,445
-2,160
| -14% | -$9.62K | ﹤0.01% | 1340 |
|
|
2020
Q1 | $51K | Buy |
15,605
+9,542
| +157% | +$78.9K | ﹤0.01% | 1252 |
|
|
2019
Q4 | $63K | Sell |
6,063
-1,650
| -21% | -$16.8K | ﹤0.01% | 1306 |
|
|
2019
Q3 | $83K | Sell |
7,713
-3,174
| -29% | -$35.1K | ﹤0.01% | 1164 |
|
|
2019
Q2 | $126K | Buy |
+10,887
| New | +$128K | ﹤0.01% | 966 |
|
|
2019
Q1 | – | Sell |
-13,246
| Closed | -$127K | – | 844 |
|
|
2018
Q4 | $127K | Sell |
13,246
-2,146
| -14% | -$23.9K | 0.01% | 737 |
|
|
2018
Q3 | $197K | Buy |
+15,392
| New | +$202K | 0.01% | 724 |
|
|
2018
Q2 | – | Sell |
-2,326
| Closed | -$27K | – | 2572 |
|
|
2018
Q1 | $27K | Hold |
2,326
| – | – | ﹤0.01% | 1231 |
|
|
2017
Q4 | $32K | Hold |
2,326
| – | – | ﹤0.01% | 982 |
|
|
2017
Q3 | $34K | Buy |
2,326
+2,188
| +1,586% | +$31.4K | ﹤0.01% | 793 |
|
|
2017
Q2 | $2K | Sell |
138
-900
| -87% | -$13.9K | ﹤0.01% | 1461 |
|
|
2017
Q1 | $17K | Buy |
1,038
+138
| +15% | +$2.25K | ﹤0.01% | 808 |
|
|
2016
Q4 | $14K | Buy |
+900
| New | +$13.7K | 0.01% | 507 |
|
Other funds holding KMF
Steward Partners Investment Advisory's KMF Position: Q4 2023 in Review
Steward Partners Investment Advisory sold out of Kayne Anderson NextGen Energy & Infrastructure, Inc. (KMF) in Q4 2023, closing a stake of 1,968 shares — an estimated $14K sold.
Steward Partners Investment Advisory first reported a position in KMF in Q4 2016 and held it in 26 quarters. The position peaked at $197K in Q3 2018. 2 funds tracked by Wall St. Rank hold KMF as of Q4 2023.
- Steward Partners Investment Advisory reported no remaining Kayne Anderson NextGen Energy & Infrastructure, Inc. position as of Q4 2023 after selling out during the quarter.
- Steward Partners Investment Advisory sold 1,968 Kayne Anderson NextGen Energy & Infrastructure, Inc. shares in Q4 2023, an estimated $14K.
- Steward Partners Investment Advisory first reported a position in Kayne Anderson NextGen Energy & Infrastructure, Inc. in Q4 2016 and held it in 26 quarters.
- Steward Partners Investment Advisory's Kayne Anderson NextGen Energy & Infrastructure, Inc. position peaked at $197K in Q3 2018.
- 2 funds tracked by Wall St. Rank held Kayne Anderson NextGen Energy & Infrastructure, Inc. as of Q4 2023.
Based on Steward Partners Investment Advisory's 13F filing for Q4 2023, filed 12 Feb 2024.