JEPPSON WEALTH MANAGEMENT, LLC
Position in KYN — Kayne Anderson Energy Infrastructure Fund, Inc.
CIK 1831263
MANHATTAN BEACH, CA
Position in KYN
as of Mar 31, 2026
· filed Apr 14, 2026
Position Value
$1,085,008
+$142,990 QoQ
Shares Held
75,981
-0.1% QoQ
Ownership
0.045%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
23 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in KYN Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026JEPPSON WEALTH MANAGEMENT, LLC holds $3,844,775 across 6 Asset Management names. KYN ranks #2 (28.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CG |
Carlyle Group Inc.
|
27,020 | $1,307,497 | |
| 2 | KYN |
Kayne Anderson Energy Infrastructure Fund, Inc.
This page
|
75,981 | $1,085,008 | |
| 3 | BX |
Blackstone Inc.
|
7,170 | $824,478 | |
| 4 | AB |
Alliancebernstein Holding L.P.
|
8,103 | $303,376 | |
| 5 | JHG |
Janus Henderson Group Ltd.
|
4,060 | $208,562 | |
| 6 | DNP |
Dnp Select Income Fund Inc
|
11,248 | $115,854 |
All Filings in KYN
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,085,008 | 75,981 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $942,018 | 76,092 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $943,076 | 76,239 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $1,001,661 | 78,747 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $963,135 | 75,069 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $959,541 | 75,495 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $842,765 | 76,615 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $782,177 | 75,719 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $768,417 | 76,765 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $682,724 | 77,759 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $639,563 | 76,048 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $612,478 | 75,243 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $689,160 | 79,764 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $640,365 | 74,809 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $573,042 | 70,746 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $555,443 | 66,282 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $557,063 | 60,419 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $478,033 | 61,365 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $467,504 | 58,438 | Shares | Sole | 2021-11-17 | |
| 2021-06-30 | $521,434 | 58,654 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $423,388 | 59,050 | Shares | Sole | 2021-05-19 | |
| 2020-12-31 | $339,508 | 59,045 | Shares | Sole | 2021-03-05 | |
| 2020-09-30 | $158,682 | 39,770 | Shares | Sole | 2020-11-19 | |
| No filing history on record for this holder in this stock. | ||||||