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

Visionary 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
2026 Q1	$4.74M	Sell	332,204 -8,102	-2%	-$109K	0.21%	118
2025 Q4	$4.21M	Sell	340,306 -7,552	-2%	-$90K	0.19%	127
2025 Q3	$4.3M	Buy	347,858 +18,596	+6%	+$229K	0.2%	117
2025 Q2	$4.19M	Buy	329,262 +31,687	+11%	+$382K	0.21%	113
2025 Q1	$3.82M	Buy	297,575 +36,221	+14%	+$467K	0.23%	116
2024 Q4	$3.32M	Buy	261,354 +42,534	+19%	+$525K	0.19%	127
2024 Q3	$2.41M	Buy	218,820 +61,296	+39%	+$651K	0.15%	156
2024 Q2	$1.63M	Buy	157,524 +89,154	+130%	+$881K	0.11%	191
2024 Q1	$684K	Buy	+68,370	New	+$618K	0.05%	278

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

Visionary Wealth Advisors's KYN Position: Q1 2026 in Review

Visionary Wealth Advisors reduced its Kayne Anderson Energy Infrastructure Fund (KYN) stake by 2.4% in Q1 2026, selling an estimated $109K and leaving 332,204 shares worth $4.74M. The position accounts for 0.21% of the portfolio, ranked #118.

Visionary Wealth Advisors first reported a position in KYN in Q1 2024 and has held it in 9 quarters since. 256 funds tracked by Wall St. Rank hold KYN as of Q1 2026.

Visionary Wealth Advisors held 332,204 shares of Kayne Anderson Energy Infrastructure Fund worth $4.74M as of Q1 2026.
Visionary Wealth Advisors sold 8,102 Kayne Anderson Energy Infrastructure Fund shares in Q1 2026, an estimated $109K.
Kayne Anderson Energy Infrastructure Fund made up 0.21% of Visionary Wealth Advisors's portfolio in Q1 2026, its #118 holding.
Visionary Wealth Advisors first reported a position in Kayne Anderson Energy Infrastructure Fund in Q1 2024 and has held it in 9 quarters since.
256 funds tracked by Wall St. Rank held Kayne Anderson Energy Infrastructure Fund as of Q1 2026.

Based on Visionary Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.