Zimmer Partners’s Kayne Anderson Energy Infrastructure Fund KYN Stock Holding History

Zimmer Partners’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	$8.39M	Buy	587,500 +32,800	+6%	+$441K	0.2%	81
2025 Q4	$6.87M	Buy	554,700 +304,700	+122%	+$3.63M	0.18%	75
2025 Q3	$3.09M	Buy	250,000 +150,000	+150%	+$1.85M	0.07%	116
2025 Q2	$1.27M	Buy	+100,000	New	+$1.21M	0.03%	138

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

Zimmer Partners's KYN Position: Q1 2026 in Review

Zimmer Partners increased its Kayne Anderson Energy Infrastructure Fund (KYN) stake by 5.9% in Q1 2026, buying an estimated $441K and bringing the position to 587,500 shares worth $8.39M. The position accounts for 0.2% of the portfolio, ranked #81.

Zimmer Partners first reported a position in KYN in Q2 2025 and has held it in 4 quarters since. 256 funds tracked by Wall St. Rank hold KYN as of Q1 2026.

Zimmer Partners held 587,500 shares of Kayne Anderson Energy Infrastructure Fund worth $8.39M as of Q1 2026.
Zimmer Partners bought 32,800 Kayne Anderson Energy Infrastructure Fund shares in Q1 2026, an estimated $441K.
Kayne Anderson Energy Infrastructure Fund made up 0.2% of Zimmer Partners's portfolio in Q1 2026, its #81 holding.
Zimmer Partners first reported a position in Kayne Anderson Energy Infrastructure Fund in Q2 2025 and has held it in 4 quarters since.
256 funds tracked by Wall St. Rank held Kayne Anderson Energy Infrastructure Fund as of Q1 2026.

Based on Zimmer Partners's 13F filing for Q1 2026, filed 15 May 2026.