Kayne Anderson NextGen Energy & Infrastructure, Inc. - 48661E108
Detailed investor-level table based on 13F positions.
Early Q4 2025 data: only 1 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Saba Capital Management, L.P. | History | No change | 4,593,000 | 32,702 | 0.78% | 0.85% | 1 | 0 | 0.0% | Q3 2023 | Nov 14, 2023 |
| MORGAN STANLEY | History | Reduced | 1,313,374 | 9,351 | 0.0% | 0.0% | 2 | -184,703 | -12.33% | Q3 2023 | Nov 15, 2023 |
| WELLS FARGO & COMPANY/MN | History | Added to | 706,871 | 5,032 | 0.0% | 0.0% | 3 | +72,788 | 11.48% | Q3 2023 | Nov 13, 2023 |
| Advisors Asset Management, Inc. | History | Reduced | 618,245 | 4,401 | 0.09% | 0.12% | 4 | -186,476 | -23.17% | Q3 2023 | Nov 14, 2023 |
| Woodline Partners LP | History | No change | 576,228 | 4,102 | 0.05% | 0.05% | 5 | 0 | 0.0% | Q3 2023 | Nov 14, 2023 |
| HighTower Advisors, LLC | History | New | 336,586 | 2,391 | 0.0% | — | 6 | +336,586 | New | Q3 2023 | Nov 08, 2023 |
| ROYAL BANK OF CANADA | History | Reduced | 201,641 | 1,435 | 0.0% | 0.0% | 7 | -5,537 | -2.67% | Q3 2023 | Nov 14, 2023 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 182,199 | 1,297 | 0.0% | 0.0% | 8 | +10,501 | 6.12% | Q3 2023 | Nov 14, 2023 |
| UBS Group AG | History | Reduced | 171,198 | 1,218 | 0.0% | 0.0% | 9 | -1,604 | -0.93% | Q3 2023 | Nov 09, 2023 |
| OPPENHEIMER & CO INC | History | Reduced | 162,960 | 1,160 | 0.02% | 0.02% | 10 | -4,954 | -2.95% | Q3 2023 | Nov 08, 2023 |
| STIFEL FINANCIAL CORP | History | Added to | 131,797 | 938 | 0.0% | 0.0% | 11 | +51,654 | 64.45% | Q3 2023 | Nov 13, 2023 |
| LPL Financial LLC | History | Added to | 101,692 | 724 | 0.0% | 0.0% | 12 | +79,163 | 351.38% | Q3 2023 | Nov 13, 2023 |
| WOLVERINE ASSET MANAGEMENT LLC | History | Reduced | 78,414 | 558 | 0.01% | 0.03% | 13 | -318,718 | -80.25% | Q3 2023 | Nov 13, 2023 |
| OSAIC HOLDINGS, INC. | History | Added to | 33,330 | 237 | 0.0% | 0.0% | 14 | +10,117 | 43.58% | Q3 2023 | Nov 13, 2023 |
| TRUIST FINANCIAL CORP | History | No change | 31,296 | 222 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q3 2023 | Nov 14, 2023 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | New | 28,100 | 200 | 0.0% | — | 16 | +28,100 | New | Q3 2023 | Nov 13, 2023 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 24,412 | 174 | 0.0% | 0.0% | 17 | +2,494 | 11.38% | Q3 2023 | Oct 23, 2023 |
| Nicholas Hoffman & Company, LLC. | History | No change | 23,681 | 168 | 0.01% | 0.01% | 18 | 0 | 0.0% | Q3 2023 | Nov 06, 2023 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 23,372 | 166 | 0.0% | 0.0% | 19 | -2,102 | -8.25% | Q3 2023 | Nov 13, 2023 |
| Cetera Investment Advisers | History | Added to | 20,433 | 145 | 0.0% | 0.0% | 20 | +1,123 | 5.82% | Q3 2023 | Nov 14, 2023 |
| HARBOUR INVESTMENTS, INC. | History | No change | 20,027 | 142 | 0.01% | 0.01% | 21 | 0 | 0.0% | Q3 2023 | Nov 15, 2023 |
| JPMORGAN CHASE & CO | History | New | 19,777 | 140 | 0.0% | — | 22 | +19,777 | New | Q3 2023 | Nov 14, 2023 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 17,158 | 122 | 0.0% | 0.0% | 23 | -218 | -1.25% | Q3 2023 | Nov 14, 2023 |
| Baird Financial Group, Inc. | History | No change | 14,950 | 106 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q3 2023 | Nov 13, 2023 |
| Private Advisor Group, LLC | History | No change | 13,850 | 98 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q3 2023 | Nov 03, 2023 |
| STEPHENS INC /AR/ | History | Added to | 12,059 | 85 | 0.0% | 0.0% | 26 | +1,600 | 15.3% | Q3 2023 | Nov 14, 2023 |
| Geneos Wealth Management Inc. | History | Added to | 10,439 | 74 | 0.0% | 0.0% | 27 | +170 | 1.66% | Q3 2023 | Oct 11, 2023 |
| SRS Capital Advisors, Inc. | History | Added to | 5,714 | 40 | 0.0% | 0.0% | 28 | +125 | 2.24% | Q3 2023 | Nov 14, 2023 |
| COMERICA BANK | History | New | 4,124 | 29 | 0.0% | — | 29 | +4,124 | New | Q3 2023 | Nov 21, 2023 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 3,662 | 26 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q3 2023 | Nov 13, 2023 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 1,968 | 14 | 0.0% | 0.0% | 31 | -162 | -7.61% | Q3 2023 | Nov 13, 2023 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 363 | 2 | 0.0% | 0.0% | 32 | -127 | -25.92% | Q3 2023 | Nov 14, 2023 |
| IFP Advisors, Inc | History | No change | 312 | 2 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q3 2023 | Oct 12, 2023 |
| Rockefeller Capital Management L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -26,496 | -100.0% | Q2 2023 | Aug 14, 2023 |
| MILLENNIUM MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -20,000 | -100.0% | Q2 2023 | Aug 14, 2023 |
| FMR LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q2 2023 | Aug 11, 2023 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2023 | Nov 08, 2023 |