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

Waverly 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	$665K	Buy	+46,593	New	+$626K	0.01%	955

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

Waverly Advisors's KYN Position: Q1 2026 in Review

Waverly Advisors opened a new position in Kayne Anderson Energy Infrastructure Fund (KYN) in Q1 2026: 46,593 shares worth $665K. The stake represents 0.01% of the portfolio and ranks #955 among its holdings.

256 funds tracked by Wall St. Rank hold KYN as of Q1 2026.

Waverly Advisors held 46,593 shares of Kayne Anderson Energy Infrastructure Fund worth $665K as of Q1 2026.
Kayne Anderson Energy Infrastructure Fund was a new Waverly Advisors position in Q1 2026.
Kayne Anderson Energy Infrastructure Fund made up 0.01% of Waverly Advisors's portfolio in Q1 2026, its #955 holding.
256 funds tracked by Wall St. Rank held Kayne Anderson Energy Infrastructure Fund as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.