Stratos Wealth Advisors’s Kayne Anderson Energy Infrastructure Fund KYN Stock Holding History

Stratos Wealth Advisors’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 Q4	–	Sell	-35,768	Closed	-$442K	–	687
2025 Q3	$442K	Sell	35,768 -84	-0.2%	-$1.03K	0.02%	477
2025 Q2	$456K	Sell	35,852 -5,116	-12%	-$61.7K	0.02%	469
2025 Q1	$526K	Sell	40,968 -1,985	-5%	-$25.6K	0.03%	422
2024 Q4	$546K	Sell	42,953 -42,822	-50%	-$529K	0.03%	451
2024 Q3	$944K	Sell	85,775 -123,171	-59%	-$1.31M	0.04%	360
2024 Q2	$2.16M	Buy	+208,946	New	+$2.06M	0.11%	197

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

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

COLIM

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

Terril Brothers St. Louis, Missouri $366M AUM 29.25% 1-Year Est. Return

Stratos Wealth Advisors's KYN Position: Q4 2025 in Review

Stratos Wealth Advisors sold out of Kayne Anderson Energy Infrastructure Fund (KYN) in Q4 2025, closing a stake of 35,768 shares — an estimated $442K sold.

Stratos Wealth Advisors first reported a position in KYN in Q2 2024 and held it in 6 quarters. The position peaked at $2.16M in Q2 2024. 256 funds tracked by Wall St. Rank hold KYN as of Q4 2025.

Stratos Wealth Advisors reported no remaining Kayne Anderson Energy Infrastructure Fund position as of Q4 2025 after selling out during the quarter.
Stratos Wealth Advisors sold 35,768 Kayne Anderson Energy Infrastructure Fund shares in Q4 2025, an estimated $442K.
Stratos Wealth Advisors first reported a position in Kayne Anderson Energy Infrastructure Fund in Q2 2024 and held it in 6 quarters.
Stratos Wealth Advisors's Kayne Anderson Energy Infrastructure Fund position peaked at $2.16M in Q2 2024.
256 funds tracked by Wall St. Rank held Kayne Anderson Energy Infrastructure Fund as of Q4 2025.

Based on Stratos Wealth Advisors's 13F filing for Q4 2025, filed 20 Jan 2026.