Meridian Wealth Management, LLC
Position in KYN — Kayne Anderson Energy Infrastructure Fund, Inc.
CIK 1697300
LEXINGTON, KY
Position in KYN
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$5,163,596
-$680,922 QoQ
Shares Held
373,362
-8.8% QoQ
Ownership
0.221%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#26
of 264 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 13%
Shared 0%
None 87%
Common Shares in KYN Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Meridian Wealth Management, LLC holds $28,626,622 across 25 Asset Management names. KYN ranks #2 (18.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MAIN |
Main Street Capital CORP
|
108,809 | $5,645,010 | |
| 2 | KYN |
Kayne Anderson Energy Infrastructure Fund, Inc.
This page
|
373,362 | $5,163,596 | |
| 3 | ARCC |
Ares Capital Corp
|
253,713 | $4,701,301 | |
| 4 | ARES |
Ares Management Corp
|
31,354 | $3,490,013 | |
| 5 | ETV |
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
|
127,068 | $1,890,771 | |
| 6 | EVT |
Eaton Vance Tax-Advantaged Dividend Income Fund
|
46,138 | $1,277,099 | |
| 7 | ETB |
Eaton Vance Tax-Managed Buy-Write Income Fund
|
79,209 | $1,230,907 | |
| 8 | STK |
Columbia Seligman Premium Technology Growth Fund, Inc.
|
17,839 | $960,986 |
All Filings in KYN
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,163,596 | 373,362 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $5,844,518 | 409,280 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $4,860,189 | 392,584 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $4,517,598 | 365,206 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $4,366,648 | 343,290 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $4,455,294 | 347,256 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $4,844,899 | 381,188 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $4,454,021 | 404,911 | Shares | Sole | 2024-11-12 | |
| 2024-03-31 | $4,347,583 | 434,324 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $3,687,292 | 419,965 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $6,971,166 | 828,914 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $3,156,333 | 387,756 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $3,125,675 | 361,768 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,620,412 | 306,123 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,502,324 | 308,929 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,030,040 | 361,580 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $4,262,820 | 462,345 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $3,587,115 | 460,477 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $3,546,712 | 443,339 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $3,600,023 | 404,952 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $2,932,594 | 409,009 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $2,328,635 | 404,980 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $1,545,107 | 387,245 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $1,458,758 | 276,280 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $381,262 | 105,031 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||