Steward Partners Investment Advisory’s Kayne Anderson Energy Infrastructure Fund KYN Stock Holding History

Steward Partners Investment Advisory’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
2026 Q1	$854K	Sell	59,814 -441	-0.7%	-$5.92K	﹤0.01%	1250
2025 Q4	$746K	Buy	60,255 +6,070	+11%	+$72.4K	﹤0.01%	1208
2025 Q3	$670K	Buy	54,185 +6,620	+14%	+$81.6K	﹤0.01%	1240
2025 Q2	$605K	Sell	47,565 -216	-0.5%	-$2.6K	﹤0.01%	1208
2025 Q1	$613K	Buy	47,781 +169	+0.4%	+$2.18K	0.01%	1130
2024 Q4	$605K	Buy	47,612 +2,343	+5%	+$28.9K	0.01%	1074
2024 Q3	$498K	Sell	45,269 -3,427	-7%	-$36.4K	﹤0.01%	1110
2024 Q2	$503K	Buy	48,696 +5,821	+14%	+$57.5K	0.01%	1071
2024 Q1	$429K	Sell	42,875 -5,709	-12%	-$51.6K	﹤0.01%	1116
2023 Q4	$427K	Buy	48,584 +1,822	+4%	+$15.2K	0.01%	1064
2023 Q3	$393K	Sell	46,762 -866	-2%	-$7.46K	0.01%	1014
2023 Q2	$388K	Sell	47,628 -2,090	-4%	-$17.2K	0.01%	1028
2023 Q1	$430K	Sell	49,718 -1,052	-2%	-$9.22K	0.01%	985
2022 Q4	$435K	Buy	50,770 +224	+0.4%	+$1.94K	0.01%	958
2022 Q3	$409K	Buy	50,546 +228	+0.5%	+$2.03K	0.01%	921
2022 Q2	$422K	Sell	50,318 -256	-0.5%	-$2.32K	0.01%	904
2022 Q1	$466K	Sell	50,574 -253	-0.5%	-$2.15K	0.01%	946
2021 Q4	$396K	Buy	50,827 +635	+1%	+$5.19K	0.01%	1030
2021 Q3	$402K	Sell	50,192 -10,529	-17%	-$84K	0.01%	985
2021 Q2	$540K	Sell	60,721 -62,940	-51%	-$505K	0.01%	897
2021 Q1	$887K	Buy	123,661 +85,472	+224%	+$591K	0.02%	683
2020 Q4	$220K	Buy	38,189 +23,289	+156%	+$125K	﹤0.01%	1035
2020 Q3	$59K	Sell	14,900 -400	-3%	-$1.91K	﹤0.01%	1427
2020 Q2	$81K	Sell	15,300 -273	-2%	-$1.45K	﹤0.01%	1232
2020 Q1	$56K	Sell	15,573 -6,983	-31%	-$75.5K	﹤0.01%	1214
2019 Q4	$314K	Sell	22,556 -1,910	-8%	-$25.4K	0.01%	748
2019 Q3	$353K	Sell	24,466 -287	-1%	-$4.26K	0.01%	678
2019 Q2	$378K	Buy	24,753 +2,740	+12%	+$42.7K	0.01%	629
2019 Q1	$352K	Sell	22,013 -1,304	-6%	-$20.5K	0.01%	597
2018 Q4	$320K	Sell	23,317 -1,837	-7%	-$29.4K	0.02%	589
2018 Q3	$449K	Buy	25,154 +16,343	+185%	+$305K	0.02%	529
2018 Q2	$166K	Sell	8,811 -3,958	-31%	-$72K	0.01%	701
2018 Q1	$210K	Buy	12,769 +223	+2%	+$4.08K	0.01%	610
2017 Q4	$239K	Sell	12,546 -5,204	-29%	-$85.6K	0.02%	488
2017 Q3	$322K	Buy	17,750 +97	+0.5%	+$1.74K	0.03%	367
2017 Q2	$332K	Buy	17,653 +1,909	+12%	+$36.9K	0.04%	333
2017 Q1	$330K	Buy	15,744 +1,043	+7%	+$21.5K	0.05%	255
2016 Q4	$287K	Buy	+14,701	New	+$285K	0.13%	144

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

COLIM

City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Steward Partners Investment Advisory's KYN Position: Q1 2026 in Review

Steward Partners Investment Advisory reduced its Kayne Anderson Energy Infrastructure Fund (KYN) stake by 0.73% in Q1 2026, selling an estimated $5.92K and leaving 59,814 shares worth $854K. The position accounts for ﹤0.01% of the portfolio, ranked #1250.

Steward Partners Investment Advisory first reported a position in KYN in Q4 2016 and has held it in 38 quarters since. The position peaked at $887K in Q1 2021. 256 funds tracked by Wall St. Rank hold KYN as of Q1 2026.

Steward Partners Investment Advisory held 59,814 shares of Kayne Anderson Energy Infrastructure Fund worth $854K as of Q1 2026.
Steward Partners Investment Advisory sold 441 Kayne Anderson Energy Infrastructure Fund shares in Q1 2026, an estimated $5.92K.
Kayne Anderson Energy Infrastructure Fund made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #1250 holding.
Steward Partners Investment Advisory first reported a position in Kayne Anderson Energy Infrastructure Fund in Q4 2016 and has held it in 38 quarters since.
Steward Partners Investment Advisory's Kayne Anderson Energy Infrastructure Fund position peaked at $887K in Q1 2021.
256 funds tracked by Wall St. Rank held Kayne Anderson Energy Infrastructure Fund as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.