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Strategic Wealth Partners’s Kayne Anderson Energy Infrastructure Fund KYN Stock Holding History

Strategic Wealth Partners’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 		$3.46K Hold
242
– – ﹤0.01% 1097
2025
Q4 		$3K Buy
+242
New +$2.88K ﹤0.01% 1142
2019
Q4 		– Sell
-71
Closed -$1 – 333
2019
Q3 		$1 Buy
+71
New +$1.05K ﹤0.01% 708

Other funds holding KYN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Wells Fargo
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
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Strategic Wealth Partners's KYN Position: Q1 2026 in Review

Strategic Wealth Partners held its Kayne Anderson Energy Infrastructure Fund (KYN) position steady in Q1 2026 at 242 shares worth $3.46K. The position accounts for ﹤0.01% of the portfolio, ranked #1097.

Strategic Wealth Partners first reported a position in KYN in Q3 2019 and has held it in 3 quarters since. 256 funds tracked by Wall St. Rank hold KYN as of Q1 2026.

  • Strategic Wealth Partners held 242 shares of Kayne Anderson Energy Infrastructure Fund worth $3.46K as of Q1 2026.
  • Strategic Wealth Partners left its Kayne Anderson Energy Infrastructure Fund share count unchanged in Q1 2026.
  • Kayne Anderson Energy Infrastructure Fund made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #1097 holding.
  • Strategic Wealth Partners first reported a position in Kayne Anderson Energy Infrastructure Fund in Q3 2019 and has held it in 3 quarters since.
  • 256 funds tracked by Wall St. Rank held Kayne Anderson Energy Infrastructure Fund as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.