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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
Q2 		$643K Sell
46,474
-119
-0.3% -$1.65K ﹤0.01% 1059
2026
Q1 		$665K Buy
+46,593
New +$626K 0.01% 955

Other funds holding KYN

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Waverly Advisors's KYN Position: Q2 2026 in Review

Waverly Advisors reduced its Kayne Anderson Energy Infrastructure Fund (KYN) stake by 0.26% in Q2 2026, selling an estimated $1.65K and leaving 46,474 shares worth $643K. The position accounts for ﹤0.01% of the portfolio, ranked #1059.

Waverly Advisors first reported a position in KYN in Q1 2026 and has held it in 2 quarters since. The position peaked at $665K in Q1 2026. 265 funds tracked by Wall St. Rank hold KYN as of Q2 2026.

  • Waverly Advisors held 46,474 shares of Kayne Anderson Energy Infrastructure Fund worth $643K as of Q2 2026.
  • Waverly Advisors sold 119 Kayne Anderson Energy Infrastructure Fund shares in Q2 2026, an estimated $1.65K.
  • Kayne Anderson Energy Infrastructure Fund made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1059 holding.
  • Waverly Advisors first reported a position in Kayne Anderson Energy Infrastructure Fund in Q1 2026 and has held it in 2 quarters since.
  • Waverly Advisors's Kayne Anderson Energy Infrastructure Fund position peaked at $665K in Q1 2026.
  • 265 funds tracked by Wall St. Rank held Kayne Anderson Energy Infrastructure Fund as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.