Sunbelt Securities’s Kayne Anderson Energy Infrastructure Fund KYN Stock Holding History

Sunbelt Securities’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	$26K	Hold	1,823	–	–	﹤0.01%	1217
2025 Q4	$22.6K	Hold	1,823	–	–	﹤0.01%	1223
2025 Q3	$22.5K	Hold	1,823	–	–	﹤0.01%	1227
2025 Q2	$23.2K	Hold	1,823	–	–	﹤0.01%	1134
2025 Q1	$23.4K	Hold	1,823	–	–	﹤0.01%	1085
2024 Q4	$22.8K	Sell	1,823 -512	-22%	-$6.32K	﹤0.01%	1138
2024 Q3	$25.7K	Hold	2,335	–	–	﹤0.01%	1101
2024 Q2	$24.1K	Buy	2,335 +700	+43%	+$6.92K	﹤0.01%	1082
2024 Q1	$16.4K	Hold	1,635	–	–	﹤0.01%	1130
2023 Q4	$14.4K	Hold	1,635	–	–	﹤0.01%	1096
2023 Q3	$13.7K	Hold	1,635	–	–	﹤0.01%	1088
2023 Q2	$13.3K	Hold	1,635	–	–	﹤0.01%	1113
2023 Q1	$13.9K	Buy	+1,635	New	+$14.3K	﹤0.01%	1039
2020 Q1	–	Sell	-22,277	Closed	-$310K	–	523
2019 Q4	$310K	Buy	22,277 +9,715	+77%	+$129K	0.03%	436
2019 Q3	$182K	Buy	+12,562	New	+$186K	0.02%	526

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

Sunbelt Securities's KYN Position: Q1 2026 in Review

Sunbelt Securities held its Kayne Anderson Energy Infrastructure Fund (KYN) position steady in Q1 2026 at 1,823 shares worth $26K. The position accounts for ﹤0.01% of the portfolio, ranked #1217.

Sunbelt Securities first reported a position in KYN in Q3 2019 and has held it in 15 quarters since. The position peaked at $310K in Q4 2019. 256 funds tracked by Wall St. Rank hold KYN as of Q1 2026.

Sunbelt Securities held 1,823 shares of Kayne Anderson Energy Infrastructure Fund worth $26K as of Q1 2026.
Sunbelt Securities left its Kayne Anderson Energy Infrastructure Fund share count unchanged in Q1 2026.
Kayne Anderson Energy Infrastructure Fund made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1217 holding.
Sunbelt Securities first reported a position in Kayne Anderson Energy Infrastructure Fund in Q3 2019 and has held it in 15 quarters since.
Sunbelt Securities's Kayne Anderson Energy Infrastructure Fund position peaked at $310K in Q4 2019.
256 funds tracked by Wall St. Rank held Kayne Anderson Energy Infrastructure Fund as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.