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Kayne Anderson NextGen Energy & Infrastructure, Inc.

KMFDelisted Nov 13, 2023

Kayne Anderson NextGen Energy & Infrastructure, Inc. was delisted on Nov 13, 2023; its insiders filed their last Form 4 on Nov 15, 2023; 87 institutions reported holding it in 13F filings for Q3 2023, worth $139.5M in total; no superinvestor held it.

13F holders, Q4 2023

Institutional positions in Kayne Anderson NextGen Energy & Infrastructure, Inc. as of Dec 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

KMF is no longer listed, and 13F filings after Q3 2023 list far fewer holders. See Q3 2023

Institutional holders
2
−82 vs. Q3 2023
Shares held
313
−19.3M (−100.0%) vs. Q3 2023
Total value
$2.10K
−$137.3M (−100.0%) vs. Q3 2023
New holders
0
0 more added
Sold out
82
0 more reduced

3 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2023: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting KMF on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ4 2023: 2 institutions
Q1 2021: 79 institutionsQ2 2021: 74 institutionsQ3 2021: 75 institutionsQ4 2021: 79 institutionsQ1 2022: 77 institutionsQ2 2022: 76 institutionsQ3 2022: 75 institutionsQ4 2022: 83 institutionsQ1 2023: 83 institutionsQ2 2023: 84 institutionsQ3 2023: 87 institutionsQ4 2023: 2 institutionsQ1 2024: 1 institutionQ2 2024: 1 institutionQ3 2024: 1 institutionQ4 2024: 1 institutionQ1 2025: 1 institutionQ2 2025: 1 institutionQ3 2025: 1 institutionQ4 2025: 1 institutionQ1 2026: 1 institutionQ2 2026: 1 institution
Value heldQ4 2023: $2.10K
Q1 2021: $109.5MQ2 2021: $116.9MQ3 2021: $116.6MQ4 2021: $116.7MQ1 2022: $138.1MQ2 2022: $128.4MQ3 2022: $123.4MQ4 2022: $135.8MQ1 2023: $141.6MQ2 2023: $130.8MQ3 2023: $139.5MQ4 2023: $2.10KQ1 2024: $7Q2 2024: $7Q3 2024: $7Q4 2024: $7Q1 2025: $7Q2 2025: $7Q3 2025: $7Q4 2025: $7Q1 2026: $7Q2 2026: $7
Institutions holding KMF and their total value by quarter
QuarterHoldersValue
Q2 20261$7
Q1 20261$7
Q4 20251$7
Q3 20251$7
Q2 20251$7
Q1 20251$7
Q4 20241$7
Q3 20241$7
Q2 20241$7
Q1 20241$7
Q4 20232$2.10K
Q3 202387$139.5M
Q2 202384$130.8M
Q1 202383$141.6M
Q4 202283$135.8M
Q3 202275$123.4M
Q2 202276$128.4M
Q1 202277$138.1M
Q4 202179$116.7M
Q3 202175$116.6M
Q2 202174$116.9M
Q1 202179$109.5M

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding Kayne Anderson NextGen Energy & Infrastructure, Inc.; share changes are against Q3 2023.

Institutions holding KMF in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
IFP Advisors, Inc312$2.10K0.00%00.0%Unchanged
Huntington National Bank1$70.00%00.0%Unchanged
Saba Capital Management, L.P.0$00.00%−4,593,000−100.0%Sold out
Raymond James & Associates0$00.00%−3,207,533−100.0%Sold out
Morgan Stanley0$00.00%−1,313,374−100.0%Sold out
Rivernorth Capital Management, LLC0$00.00%−884,899−100.0%Sold out
Wells Fargo & Company0$00.00%−706,871−100.0%Sold out
Advisors Asset Management, Inc.0$00.00%−618,245−100.0%Sold out
Sit Investment Associates Inc0$00.00%−609,403−100.0%Sold out
Woodline Partners LP0$00.00%−576,228−100.0%Sold out
Icon Advisers Inc0$00.00%−521,291−100.0%Sold out
Cowen Investment Management LLC0$00.00%−509,837−100.0%Sold out
McGowan Group Asset Management, Inc.0$00.00%−393,556−100.0%Sold out
Sea Otter Advisors LLC0$00.00%−360,300−100.0%Sold out
Zazove Associates LLC0$00.00%−357,252−100.0%Sold out
HighTower Advisors, LLC0$00.00%−336,586−100.0%Sold out
Janney Montgomery Scott LLC0$00.00%−294,424−100.0%Sold out
FourThought Financial Partners, LLC0$00.00%−284,539−100.0%Sold out
Flagship Harbor Advisors, LLC0$00.00%−225,926−100.0%Sold out
Clough Capital Partners L P0$00.00%−223,040−100.0%Sold out
Camelot Portfolios, LLC0$00.00%−204,978−100.0%Sold out
Royal Bank of Canada0$00.00%−201,641−100.0%Sold out
Garner Asset Management Corp0$00.00%−199,970−100.0%Sold out
Bank of America Corp0$00.00%−182,199−100.0%Sold out
UBS Group AG0$00.00%−171,198−100.0%Sold out
Yakira Capital Management, Inc.0$00.00%−169,198−100.0%Sold out
Aristides Capital LLC0$00.00%−165,478−100.0%Sold out
Oppenheimer & Co Inc0$00.00%−162,960−100.0%Sold out
Stifel Financial Corp0$00.00%−131,797−100.0%Sold out
Arete Wealth Advisors, LLC0$00.00%−126,643−100.0%Sold out
Quantedge Capital Pte Ltd0$00.00%−109,022−100.0%Sold out
LPL Financial LLC0$00.00%−101,692−100.0%Sold out
Sagefield Capital LP0$00.00%−98,822−100.0%Sold out
Moloney Securities Asset Management, LLC0$00.00%−89,861−100.0%Sold out
Wolverine Asset Management LLC0$00.00%−78,414−100.0%Sold out
Raymond James Financial Services Advisors, Inc.0$00.00%−75,774−100.0%Sold out
Almitas Capital LLC0$00.00%−62,228−100.0%Sold out
Good Life Advisors, LLC0$00.00%−60,101−100.0%Sold out
Beck Bode, LLC0$00.00%−56,905−100.0%Sold out
Lokken Investment Group LLC0$00.00%−55,437−100.0%Sold out
Disciplined Investments, LLC0$00.00%−53,017−100.0%Sold out
Bluefin Capital Management, LLC0$00.00%−50,624−100.0%Sold out
Quarry LP0$00.00%−48,517−100.0%Sold out
Cambridge Investment Research Advisors, Inc.0$00.00%−45,352−100.0%Sold out
Matisse Capital0$00.00%−43,219−100.0%Sold out
Nations Financial Group Inc,0$00.00%−34,161−100.0%Sold out
Advisor Group Holdings, Inc.0$00.00%−33,330−100.0%Sold out
First Foundation Advisors0$00.00%−32,675−100.0%Sold out
Atlas Wealth LLC0$00.00%−32,101−100.0%Sold out
Truist Financial Corp0$00.00%−31,296−100.0%Sold out
Leisure Capital Management0$00.00%−28,318−100.0%Sold out
Wealth Enhancement Advisory Services, LLC0$00.00%−28,100−100.0%Sold out
Commonwealth Equity Services, LLC0$00.00%−24,412−100.0%Sold out
Nicholas Hoffman & Company, LLC.0$00.00%−23,681−100.0%Sold out
Envestnet Asset Management Inc0$00.00%−23,372−100.0%Sold out
Cetera Investment Advisers0$00.00%−20,433−100.0%Sold out
Harbour Investments, Inc.0$00.00%−20,027−100.0%Sold out
JPMorgan Chase & Co0$00.00%−19,777−100.0%Sold out
Guggenheim Capital LLC0$00.00%−17,158−100.0%Sold out
Csenge Advisory Group0$00.00%−16,270−100.0%Sold out
Ameritas Advisory Services, LLC0$00.00%−15,426−100.0%Sold out
Pointe Capital Management LLC0$00.00%−15,135−100.0%Sold out
Baird Financial Group, Inc.0$00.00%−14,950−100.0%Sold out
Private Advisor Group, LLC0$00.00%−13,850−100.0%Sold out
Stephens Inc0$00.00%−12,059−100.0%Sold out
Cetera Advisor Networks LLC0$00.00%−10,495−100.0%Sold out
Geneos Wealth Management Inc.0$00.00%−10,439−100.0%Sold out
Platform Technology Partners0$00.00%−10,023−100.0%Sold out
NBC Securities, Inc.0$00.00%−7,650−100.0%Sold out
Eagle Bay Advisors LLC0$00.00%−7,243−100.0%Sold out
SRS Capital Advisors, Inc.0$00.00%−5,714−100.0%Sold out
Comerica Bank0$00.00%−4,124−100.0%Sold out
Tanglewood Legacy Advisors, LLC0$00.00%−4,060−100.0%Sold out
Kayne Anderson Rudnick Investment Management LLC0$00.00%−3,662−100.0%Sold out
EverSource Wealth Advisors, LLC0$00.00%−2,609−100.0%Sold out
Steward Partners Investment Advisory, LLC0$00.00%−1,968−100.0%Sold out
Plante Moran Financial Advisors, LLC0$00.00%−1,500−100.0%Sold out
Bessemer Group Inc0$00.00%−1,220−100.0%Sold out
Sound Income Strategies, LLC0$00.00%−700−100.0%Sold out
Creative Financial Designs Inc0$00.00%−388−100.0%Sold out
Northwestern Mutual Wealth Management Co0$00.00%−363−100.0%Sold out
Harbor Investment Advisory, LLC0$00.00%−255−100.0%Sold out
SOA Wealth Advisors, LLC.0$00.00%−131−100.0%Sold out
Richard W. Paul & Associates, LLC0$00.00%−1−100.0%Sold out
Advisor Partners II, LLC––––Not filed
Claybrook Capital, LLC––––Not filed
Steward Financial Group LLC––––Not filed