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Summit Financial’s Kayne Anderson Energy Infrastructure Fund KYN Stock Holding History

Summit Financial’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 		$7.38M Sell
516,513
-19,197
-4% -$258K 0.09% 218
2025
Q4 		$6.63M Buy
535,710
+44,151
+9% +$526K 0.1% 209
2025
Q3 		$6.08M Buy
491,559
+30,558
+7% +$377K 0.09% 214
2025
Q2 		$5.86M Buy
461,001
+140,950
+44% +$1.7M 0.13% 141
2025
Q1 		$4.11M Buy
320,051
+618
+0.2% +$7.97K 0.12% 156
2024
Q4 		$4.06M Buy
+319,433
New +$3.94M 0.14% 128

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

Summit Financial's KYN Position: Q1 2026 in Review

Summit Financial reduced its Kayne Anderson Energy Infrastructure Fund (KYN) stake by 3.6% in Q1 2026, selling an estimated $258K and leaving 516,513 shares worth $7.38M. The position accounts for 0.09% of the portfolio, ranked #218.

Summit Financial first reported a position in KYN in Q4 2024 and has held it in 6 quarters since. 256 funds tracked by Wall St. Rank hold KYN as of Q1 2026.

  • Summit Financial held 516,513 shares of Kayne Anderson Energy Infrastructure Fund worth $7.38M as of Q1 2026.
  • Summit Financial sold 19,197 Kayne Anderson Energy Infrastructure Fund shares in Q1 2026, an estimated $258K.
  • Kayne Anderson Energy Infrastructure Fund made up 0.09% of Summit Financial's portfolio in Q1 2026, its #218 holding.
  • Summit Financial first reported a position in Kayne Anderson Energy Infrastructure Fund in Q4 2024 and has held it in 6 quarters since.
  • 256 funds tracked by Wall St. Rank held Kayne Anderson Energy Infrastructure Fund as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.