U.S. Capital Wealth Advisors’s Kayne Anderson NextGen Energy & Infrastructure, Inc. KMF Stock Holding History

U.S. Capital Wealth Advisors’s Portfolio KMF Stock Details KMF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-20,000	Closed	-$150K	–	1597
2022 Q4	$150K	Sell	20,000 -300	-1%	-$2.29K	0.01%	664
2022 Q3	$144K	Hold	20,300	–	–	0.01%	606
2022 Q2	$152K	Sell	20,300 -1,145	-5%	-$9.39K	0.01%	637
2022 Q1	$184K	Hold	21,445	–	–	0.01%	675
2021 Q4	$154K	Sell	21,445 -555	-3%	-$4.11K	0.01%	689
2021 Q3	$160K	Buy	+22,000	New	+$160K	0.01%	691

Other funds holding KMF

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return

Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

MGAM

McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return

Zazove Associates Incline Village, Nevada $1.22B AUM 1.91% 1-Year Est. Return

U.S. Capital Wealth Advisors's KMF Position: Q1 2023 in Review

U.S. Capital Wealth Advisors sold out of Kayne Anderson NextGen Energy & Infrastructure, Inc. (KMF) in Q1 2023, closing a stake of 20,000 shares — an estimated $150K sold.

U.S. Capital Wealth Advisors first reported a position in KMF in Q3 2021 and held it in 6 quarters. The position peaked at $184K in Q1 2022. 83 funds tracked by Wall St. Rank hold KMF as of Q1 2023.

U.S. Capital Wealth Advisors reported no remaining Kayne Anderson NextGen Energy & Infrastructure, Inc. position as of Q1 2023 after selling out during the quarter.
U.S. Capital Wealth Advisors sold 20,000 Kayne Anderson NextGen Energy & Infrastructure, Inc. shares in Q1 2023, an estimated $150K.
U.S. Capital Wealth Advisors first reported a position in Kayne Anderson NextGen Energy & Infrastructure, Inc. in Q3 2021 and held it in 6 quarters.
U.S. Capital Wealth Advisors's Kayne Anderson NextGen Energy & Infrastructure, Inc. position peaked at $184K in Q1 2022.
83 funds tracked by Wall St. Rank held Kayne Anderson NextGen Energy & Infrastructure, Inc. as of Q1 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.