Gruss & Co., LLC KYN — KAYNE ANDERSON ENERGY INFRST

Ownership history in Gruss & Co., LLC  ·  3 quarters on record

AI Ownership Summary

Gruss & Co., LLC reported KAYNE ANDERSON ENERGY INFRST (KYN) in 3 quarterly 13F filings from 2025 Q4 through 2026 Q2. Peak portfolio weight reached 0.51% in 2026 Q2. The latest visible filing shows KYN at 0.51% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this KYN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Gruss & Co., LLC's position in KAYNE ANDERSON ENERGY INFRST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

KYN was reported at 0.51% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.51% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

KYN stock page Gruss & Co., LLC fund profile Gruss & Co., LLC full holdings
How Gruss & Co., LLC held KYN — position size vs. price
% of Fund (quarterly)    KYN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 3 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED — — — 15,086 — 0% 0.51% $209K 2026-08-05 $14.00
2026 Q1 UNCHANGED — — — 15,086 — 0% 0.50% $215K 2026-05-05 $13.80
2025 Q4 INITIATED — — — 15,086 — — 0.41% $187K 2026-02-10 $13.00

🏢 Other funds also holding KYN

As of 2026 Q2 — sorted by position size

TERRIL BROTHERS, INC. 3Y 7Y 7.02% Closed-End Fund Advisors, Inc. 4.2% Quantedge Capital Pte Ltd 3Y 3.52% CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 3Y 7Y 2.98% BARD ASSOCIATES INC 3Y 7Y 1.92% Cadent Capital Advisors, LLC 3Y 1.91% Garner Asset Management Corp 3Y 7Y 1.39% AG Asset Advisory, LLC 1.35% Thomas J. Herzfeld Advisors, Inc. 3Y 7Y 1.17% TSP Capital Management Group, LLC 3Y 7Y 0.9%

FAQ About Gruss & Co., LLC and KYN

These are the practical questions this page is built to answer before you even open the full history table.

How long has Gruss & Co., LLC reported owning KYN?

Gruss & Co., LLC reported KYN across 3 quarterly 13F filings, from 2025 Q4 through 2026 Q2.

What was the largest reported KYN position in Gruss & Co., LLC's portfolio?

The largest reported portfolio weight for KYN was 0.51% in 2026 Q2.

What is the latest reported KYN position on this page?

The most recent filing on this page is 2026 Q2, when Gruss & Co., LLC reported 15,086 shares, equal to 0.51% of portfolio, with an estimated market value of $209K.

What does the chart on this KYN ownership page compare?

The chart compares Gruss & Co., LLC's quarterly KYN portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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