Beverly Hills Private Wealth, LLC
Position in KYN — Kayne Anderson Energy Infrastructure Fund, Inc.
CIK 1965710
BEVERLY HILLS, CA
Position in KYN
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$2,638,929
-$103,759 QoQ
Shares Held
190,812
-0.7% QoQ
Ownership
0.113%
of shares outstanding
% of Portfolio
0.62%
of 13F equity value
Holder Rank
#43
of 264 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in KYN Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Beverly Hills Private Wealth, LLC holds $28,018,338 across 17 Asset Management names. KYN ranks #4 (9.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BTT |
BlackRock Municipal 2030 Target Term Trust
|
253,307 | $5,762,734 | |
| 2 | DTF |
Dtf Tax-Free Income 2028 Term Fund Inc
|
335,921 | $3,879,886 | |
| 3 | MUC |
Blackrock Muniholdings California Quality Fund, Inc.
|
254,357 | $2,795,383 | |
| 4 | KYN |
Kayne Anderson Energy Infrastructure Fund, Inc.
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|
190,812 | $2,638,929 | |
| 5 | NBXG |
Neuberger Next Generation Connectivity Fund Inc.
|
119,258 | $1,972,527 | |
| 6 | BLK |
BlackRock, Inc.
|
1,817 | $1,747,154 | |
| 7 | BEN |
Franklin Resources Inc
|
50,383 | $1,676,241 | |
| 8 | AMP |
Ameriprise Financial Inc
|
3,524 | $1,616,669 |
All Filings in KYN
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,638,929 | 190,812 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $2,742,688 | 192,065 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $2,375,920 | 191,916 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,403,058 | 194,265 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $2,486,187 | 195,455 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $2,505,827 | 195,310 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $2,730,044 | 214,795 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,402,092 | 218,372 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,377,904 | 230,194 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $2,505,943 | 250,344 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $2,149,862 | 244,859 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $2,108,126 | 250,669 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,991,605 | 244,669 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $1,766,352 | 204,439 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $1,465,249 | 171,174 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||