Rockwood Wealth Management, LLC
Position in KYN — Kayne Anderson Energy Infrastructure Fund, Inc.
CIK 1983670
New Hope, PA
Position in KYN
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$189,125
+$20,964 QoQ
Shares Held
13,675
+16.1% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
1.25%
of 13F equity value
Holder Rank
#177
of 264 holders
Holding Since
Jun 2024
9 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, 2026Rockwood Wealth Management, LLC holds $189,125 across 1 Asset Management name. KYN ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KYN |
Kayne Anderson Energy Infrastructure Fund, Inc.
This page
|
13,675 | $189,125 |
All Filings in KYN
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $189,125 | 13,675 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $168,161 | 11,776 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $155,133 | 12,531 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $155,008 | 12,531 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $159,394 | 12,531 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $160,772 | 12,531 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $149,672 | 11,776 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $129,536 | 11,776 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $121,646 | 11,776 | Shares | Sole | 2024-07-26 | |
| No filing history on record for this holder in this stock. | ||||||