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Stonegate Investment Group’s Kayne Anderson Energy Infrastructure Fund KYN Stock Holding History

Stonegate Investment Group’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
Q3 		$1.03M Buy
83,130
+7,701
+10% +$94.9K 0.02% 179
2025
Q2 		$959K Buy
75,429
+63,510
+533% +$766K 0.02% 186
2025
Q1 		$153K Buy
+11,919
New +$154K ﹤0.01% 350

Other funds holding KYN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
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
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
TB
Terril Brothers St. Louis, Missouri $388M AUM 29.38% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Stonegate Investment Group's KYN Position: Q3 2025 in Review

Stonegate Investment Group increased its Kayne Anderson Energy Infrastructure Fund (KYN) stake by 10% in Q3 2025, buying an estimated $94.9K and bringing the position to 83,130 shares worth $1.03M. The position accounts for 0.02% of the portfolio, ranked #179.

Stonegate Investment Group first reported a position in KYN in Q1 2025 and has held it in 3 quarters since. 247 funds tracked by Wall St. Rank hold KYN as of Q3 2025.

  • Stonegate Investment Group held 83,130 shares of Kayne Anderson Energy Infrastructure Fund worth $1.03M as of Q3 2025.
  • Stonegate Investment Group bought 7,701 Kayne Anderson Energy Infrastructure Fund shares in Q3 2025, an estimated $94.9K.
  • Kayne Anderson Energy Infrastructure Fund made up 0.02% of Stonegate Investment Group's portfolio in Q3 2025, its #179 holding.
  • Stonegate Investment Group first reported a position in Kayne Anderson Energy Infrastructure Fund in Q1 2025 and has held it in 3 quarters since.
  • 247 funds tracked by Wall St. Rank held Kayne Anderson Energy Infrastructure Fund as of Q3 2025.

Based on Stonegate Investment Group's 13F filing for Q3 2025, filed 3 Nov 2025.