Kayne Anderson NextGen Energy & Infrastructure, Inc. - 48661E108
Detailed investor-level table based on 13F positions.
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 | New | 4,593,000 | 32,702 | 0.78% | — | 1 | +4,593,000 | New | Q3 2023 | Nov 14, 2023 |
| MORGAN STANLEY | History | New | 1,313,374 | 9,351 | 0.0% | — | 2 | +1,313,374 | New | Q3 2023 | Nov 15, 2023 |
| WELLS FARGO & COMPANY/MN | History | New | 706,871 | 5,032 | 0.0% | — | 3 | +706,871 | New | Q3 2023 | Nov 13, 2023 |
| Advisors Asset Management, Inc. | History | New | 618,245 | 4,401 | 0.09% | — | 4 | +618,245 | New | Q3 2023 | Aug 26, 2026 |
| Woodline Partners LP | History | New | 576,228 | 4,102 | 0.05% | — | 5 | +576,228 | New | 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 | New | 201,641 | 1,435 | 0.0% | — | 7 | +201,641 | New | Q3 2023 | Nov 14, 2023 |
| BANK OF AMERICA CORP /DE/ | History | New | 182,199 | 1,297 | 0.0% | — | 8 | +182,199 | New | Q3 2023 | Nov 14, 2023 |
| UBS Group AG | History | New | 171,198 | 1,218 | 0.0% | — | 9 | +171,198 | New | Q3 2023 | Nov 09, 2023 |
| OPPENHEIMER & CO INC | History | New | 162,960 | 1,160 | 0.02% | — | 10 | +162,960 | New | Q3 2023 | Nov 08, 2023 |
| STIFEL FINANCIAL CORP | History | New | 131,797 | 938 | 0.0% | — | 11 | +131,797 | New | Q3 2023 | Nov 13, 2023 |
| LPL Financial LLC | History | New | 101,692 | 724 | 0.0% | — | 12 | +101,692 | New | Q3 2023 | Nov 13, 2023 |
| WOLVERINE ASSET MANAGEMENT LLC | History | New | 78,414 | 558 | 0.01% | — | 13 | +78,414 | New | Q3 2023 | Nov 13, 2023 |
| OSAIC HOLDINGS, INC. | History | New | 33,330 | 237 | 0.0% | — | 14 | +33,330 | New | Q3 2023 | Nov 13, 2023 |
| TRUIST FINANCIAL CORP | History | New | 31,296 | 222 | 0.0% | — | 15 | +31,296 | New | 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 | New | 24,412 | 174 | 0.0% | — | 17 | +24,412 | New | Q3 2023 | Oct 23, 2023 |
| Nicholas Hoffman & Company, LLC. | History | New | 23,681 | 168 | 0.01% | — | 18 | +23,681 | New | Q3 2023 | Nov 06, 2023 |
| ENVESTNET ASSET MANAGEMENT INC | History | New | 23,372 | 166 | 0.0% | — | 19 | +23,372 | New | Q3 2023 | Nov 13, 2023 |
| Cetera Investment Advisers | History | New | 20,433 | 145 | 0.0% | — | 20 | +20,433 | New | Q3 2023 | Nov 14, 2023 |
| HARBOUR INVESTMENTS, INC. | History | New | 20,027 | 142 | 0.01% | — | 21 | +20,027 | New | 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 | New | 17,158 | 122 | 0.0% | — | 23 | +17,158 | New | Q3 2023 | Nov 14, 2023 |
| Baird Financial Group, Inc. | History | New | 14,950 | 106 | 0.0% | — | 24 | +14,950 | New | Q3 2023 | Nov 13, 2023 |
| Private Advisor Group, LLC | History | New | 13,850 | 98 | 0.0% | — | 25 | +13,850 | New | Q3 2023 | Nov 03, 2023 |
| STEPHENS INC /AR/ | History | New | 12,059 | 85 | 0.0% | — | 26 | +12,059 | New | Q3 2023 | Nov 14, 2023 |
| Geneos Wealth Management Inc. | History | New | 10,439 | 74 | 0.0% | — | 27 | +10,439 | New | Q3 2023 | Oct 11, 2023 |
| SRS Capital Advisors, Inc. | History | New | 5,714 | 40 | 0.0% | — | 28 | +5,714 | New | 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 | New | 3,662 | 26 | 0.0% | — | 30 | +3,662 | New | Q3 2023 | Nov 13, 2023 |
| Steward Partners Investment Advisory, LLC | History | New | 1,968 | 14 | 0.0% | — | 31 | +1,968 | New | Q3 2023 | Nov 13, 2023 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 363 | 2 | 0.0% | — | 32 | +363 | New | Q3 2023 | Nov 14, 2023 |
| IFP Advisors, Inc | History | New | 312 | 2 | 0.0% | — | 33 | +312 | New | Q3 2023 | Oct 12, 2023 |
| HUNTINGTON NATIONAL BANK | History | New | 1 | 0 | — | — | — | +1 | New | Q3 2023 | Nov 08, 2023 |