Wealth Advisory Solutions’s Kayne Anderson Energy Infrastructure Fund KYN Stock Holding History

Wealth Advisory Solutions’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	$397K	Sell	27,793 -266,492	-91%	-$3.58M	0.09%	102
2025 Q4	$3.64M	Hold	294,285	–	–	0.85%	34
2025 Q3	$3.64M	Buy	294,285 +70,135	+31%	+$864K	0.88%	35
2025 Q2	$2.85M	Buy	224,150 +68,999	+44%	+$832K	0.72%	40
2025 Q1	$1.99M	Buy	155,151 +22,490	+17%	+$290K	0.53%	50
2024 Q4	$1.69M	Buy	132,661 +107,933	+436%	+$1.33M	0.47%	47
2024 Q3	$272K	Hold	24,728	–	–	0.07%	105
2024 Q2	$255K	Sell	24,728 -14,305	-37%	-$141K	0.07%	106
2024 Q1	$391K	Buy	+39,033	New	+$353K	0.1%	92

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

Wealth Advisory Solutions's KYN Position: Q1 2026 in Review

Wealth Advisory Solutions reduced its Kayne Anderson Energy Infrastructure Fund (KYN) stake by 91% in Q1 2026, selling an estimated $3.58M and leaving 27,793 shares worth $397K. The position accounts for 0.09% of the portfolio, ranked #102.

Wealth Advisory Solutions first reported a position in KYN in Q1 2024 and has held it in 9 quarters since. The position peaked at $3.64M in Q4 2025. 256 funds tracked by Wall St. Rank hold KYN as of Q1 2026.

Wealth Advisory Solutions held 27,793 shares of Kayne Anderson Energy Infrastructure Fund worth $397K as of Q1 2026.
Wealth Advisory Solutions sold 266,492 Kayne Anderson Energy Infrastructure Fund shares in Q1 2026, an estimated $3.58M.
Kayne Anderson Energy Infrastructure Fund made up 0.09% of Wealth Advisory Solutions's portfolio in Q1 2026, its #102 holding.
Wealth Advisory Solutions first reported a position in Kayne Anderson Energy Infrastructure Fund in Q1 2024 and has held it in 9 quarters since.
Wealth Advisory Solutions's Kayne Anderson Energy Infrastructure Fund position peaked at $3.64M in Q4 2025.
256 funds tracked by Wall St. Rank held Kayne Anderson Energy Infrastructure Fund as of Q1 2026.

Based on Wealth Advisory Solutions's 13F filing for Q1 2026, filed 22 Apr 2026.