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

Whipplewood 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	–	Sell	-22,966	Closed	-$328K	–	875
2026 Q1	$328K	Hold	22,966	–	–	0.17%	103
2025 Q4	$284K	Hold	22,966	–	–	0.18%	107
2025 Q3	$284K	Hold	22,966	–	–	0.19%	106
2025 Q2	$292K	Buy	22,966 +22,913	+43,232%	+$276K	0.16%	130
2025 Q1	$295K	Sell	53 -22,913	-100%	-$296K	0.17%	119
2024 Q4	$292K	Buy	+22,966	New	+$283K	0.17%	120

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

Whipplewood Advisors's KYN Position: Q2 2026 in Review

Whipplewood Advisors sold out of Kayne Anderson Energy Infrastructure Fund (KYN) in Q2 2026, closing a stake of 22,966 shares — an estimated $328K sold.

Whipplewood Advisors first reported a position in KYN in Q4 2024 and held it in 6 quarters. The position peaked at $328K in Q1 2026. 263 funds tracked by Wall St. Rank hold KYN as of Q2 2026.

Whipplewood Advisors reported no remaining Kayne Anderson Energy Infrastructure Fund position as of Q2 2026 after selling out during the quarter.
Whipplewood Advisors sold 22,966 Kayne Anderson Energy Infrastructure Fund shares in Q2 2026, an estimated $328K.
Whipplewood Advisors first reported a position in Kayne Anderson Energy Infrastructure Fund in Q4 2024 and held it in 6 quarters.
Whipplewood Advisors's Kayne Anderson Energy Infrastructure Fund position peaked at $328K in Q1 2026.
263 funds tracked by Wall St. Rank held Kayne Anderson Energy Infrastructure Fund as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.