WealthTrust Axiom’s Kayne Anderson Energy Infrastructure Fund KYN Stock Holding History

WealthTrust Axiom’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	$187K	Hold	13,500	–	–	0.04%	284
2026 Q1	$193K	Hold	13,500	–	–	0.05%	267
2025 Q4	$167K	Hold	13,500	–	–	0.04%	256
2025 Q3	$167K	Sell	13,500 -500	-4%	-$6.16K	0.04%	250
2025 Q2	$178K	Buy	+14,000	New	+$169K	0.05%	237

Other funds holding KYN

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

WealthTrust Axiom's KYN Position: Q2 2026 in Review

WealthTrust Axiom held its Kayne Anderson Energy Infrastructure Fund (KYN) position steady in Q2 2026 at 13,500 shares worth $187K. The position accounts for 0.04% of the portfolio, ranked #284.

WealthTrust Axiom first reported a position in KYN in Q2 2025 and has held it in 5 quarters since. The position peaked at $193K in Q1 2026. 265 funds tracked by Wall St. Rank hold KYN as of Q2 2026.

WealthTrust Axiom held 13,500 shares of Kayne Anderson Energy Infrastructure Fund worth $187K as of Q2 2026.
WealthTrust Axiom left its Kayne Anderson Energy Infrastructure Fund share count unchanged in Q2 2026.
Kayne Anderson Energy Infrastructure Fund made up 0.04% of WealthTrust Axiom's portfolio in Q2 2026, its #284 holding.
WealthTrust Axiom first reported a position in Kayne Anderson Energy Infrastructure Fund in Q2 2025 and has held it in 5 quarters since.
WealthTrust Axiom's Kayne Anderson Energy Infrastructure Fund position peaked at $193K in Q1 2026.
265 funds tracked by Wall St. Rank held Kayne Anderson Energy Infrastructure Fund as of Q2 2026.

Based on WealthTrust Axiom's 13F filing for Q2 2026, filed 11 Aug 2026.