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Vision Retirement’s Kayne Anderson Energy Infrastructure Fund KYN Stock Holding History

Vision Retirement’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
Q2 		$2.45K Hold
177
– – ﹤0.01% 559
2026
Q1 		$2.53K Buy
+177
New +$2.38K ﹤0.01% 543

Other funds holding KYN

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
TB
Terril Brothers St. Louis, Missouri $388M AUM 29.38% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Vision Retirement's KYN Position: Q2 2026 in Review

Vision Retirement held its Kayne Anderson Energy Infrastructure Fund (KYN) position steady in Q2 2026 at 177 shares worth $2.45K. The position accounts for ﹤0.01% of the portfolio, ranked #559.

Vision Retirement first reported a position in KYN in Q1 2026 and has held it in 2 quarters since. The position peaked at $2.53K in Q1 2026. 253 funds tracked by Wall St. Rank hold KYN as of Q2 2026.

  • Vision Retirement held 177 shares of Kayne Anderson Energy Infrastructure Fund worth $2.45K as of Q2 2026.
  • Vision Retirement left its Kayne Anderson Energy Infrastructure Fund share count unchanged in Q2 2026.
  • Kayne Anderson Energy Infrastructure Fund made up ﹤0.01% of Vision Retirement's portfolio in Q2 2026, its #559 holding.
  • Vision Retirement first reported a position in Kayne Anderson Energy Infrastructure Fund in Q1 2026 and has held it in 2 quarters since.
  • Vision Retirement's Kayne Anderson Energy Infrastructure Fund position peaked at $2.53K in Q1 2026.
  • 253 funds tracked by Wall St. Rank held Kayne Anderson Energy Infrastructure Fund as of Q2 2026.

Based on Vision Retirement's 13F filing for Q2 2026, filed 21 Jul 2026.