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Kayne Anderson Capital Advisors Lp Top Holdings and 13F Report (2025)

About Kayne Anderson Capital Advisors Lp

Investment Activity

  • Kayne Anderson Capital Advisors Lp has $4.53 billion in total holdings as of March 31, 2025.
  • Kayne Anderson Capital Advisors Lp owns shares of 46 different stocks, but just 12 companies or ETFs make up 80% of its holdings.
  • Approximately 6.56% of the portfolio was purchased this quarter.
  • About 4.86% of the portfolio was sold this quarter.
  • This quarter, Kayne Anderson Capital Advisors Lp has purchased 49 new stocks and bought additional shares in 17 stocks.
  • Kayne Anderson Capital Advisors Lp sold shares of 21 stocks and completely divested from 8 stocks this quarter.

Largest Holdings

Williams Companies
$473,093,925
Energy Transfer
$449,328,759
Mplx
$416,817,132
CHENIERE ENERGY INC
$345,920,092

Largest New Holdings this Quarter

69351T106 - PPL
$9,939,422 Holding
30034W106 - EVERGY INC
$5,231,650 Holding
629377508 - NRG Energy
$4,081,297 Holding
92840M102 - Vistra
$2,888,672 Holding
04271T100 - Array Technologies
$1,591,862 Holding

Largest Purchases this Quarter

Mplx
2,153,490 shares (about $115.25M)
Quanta Services
139,218 shares (about $35.39M)
CHENIERE ENERGY INC
105,875 shares (about $24.50M)
ONEOK
223,823 shares (about $22.21M)
Kodiak Gas Services
465,528 shares (about $17.36M)

Largest Sales this Quarter

Enbridge
889,385 shares (about $39.41M)
Sempra
470,675 shares (about $33.59M)
Entergy
249,746 shares (about $21.35M)
TC Energy
367,556 shares (about $17.35M)
Targa Resources
68,847 shares (about $13.80M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofKayne Anderson Capital Advisors Lp

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
The Williams Companies, Inc. stock logo
WMB
Williams Companies
$473,093,925$6,798,238 1.5%7,916,56510.4%Energy
Enterprise Products Partners L.P. stock logo
EPD
Enterprise Products Partners
$463,094,863$805,055 -0.2%13,564,58310.2%Energy
Energy Transfer LP stock logo
ET
Energy Transfer
$449,328,759$3,396,486 0.8%24,170,4559.9%Energy
Mplx Lp stock logo
MPLX
Mplx
$416,817,132$115,254,785 38.2%7,788,0639.2%Energy
CHENIERE ENERGY INC
$345,920,092$24,499,475 7.6%1,494,9017.6%COM NEW
Kinder Morgan, Inc. stock logo
KMI
Kinder Morgan
$307,741,156$15,788,359 5.4%10,786,5816.8%Energy
Targa Resources Corp. stock logo
TRGP
Targa Resources
$280,685,064$13,801,758 -4.7%1,400,1356.2%Energy
ONEOK, Inc. stock logo
OKE
ONEOK
$276,583,687$22,207,718 8.7%2,787,5806.1%Energy
TC Energy Co. stock logo
TRP
TC Energy
$211,250,540$17,352,319 -7.6%4,474,6994.7%Energy
Western Midstream Partners, LP stock logo
WES
Western Midstream Partners
$187,411,948$618,455 -0.3%4,575,4874.1%Energy
Pembina Pipeline Co. stock logo
PBA
Pembina Pipeline
$156,077,010$6,555,753 -4.0%3,899,0013.4%Energy
Enbridge Inc. stock logo
ENB
Enbridge
$130,159,739$39,408,649 -23.2%2,937,4802.9%Energy
Hess Midstream LP stock logo
HESM
Hess Midstream
$122,011,302$11,704,984 10.6%2,885,1102.7%Energy
Plains All American Pipeline, L.P. stock logo
PAA
Plains All American Pipeline
$110,428,646$2,488,752 -2.2%5,521,5392.4%Energy
DT Midstream, Inc. stock logo
DTM
DT Midstream
$65,357,192$107,961 -0.2%677,4171.4%Energy
Air Products and Chemicals, Inc. stock logo
APD
Air Products and Chemicals
$56,204,379$9,225,098 19.6%190,5751.2%Basic Materials
Entergy Corporation stock logo
ETR
Entergy
$55,598,678$21,350,786 -27.7%650,3531.2%Utilities
Antero Midstream Co. stock logo
AM
Antero Midstream
$52,985,232$85,806 -0.2%2,943,6241.2%Energy
Sempra stock logo
SRE
Sempra
$46,981,497$33,587,368 -41.7%658,3731.0%Utilities
Archrock, Inc. stock logo
AROC
Archrock
$43,223,105$864,818 2.0%1,647,2221.0%Energy
Kinetik Holdings Inc. stock logo
KNTK
Kinetik
$43,116,537$1,808,083 4.4%830,1221.0%Energy
Quanta Services, Inc. stock logo
PWR
Quanta Services
$39,523,719$35,386,431 855.3%155,4950.9%Construction
LINDE PLC
$30,758,316$1,112,880 3.8%66,0560.7%SHS
Kayne Anderson Energy Infrastructure Fund, Inc. stock logo
KYN
Kayne Anderson Energy Infrastructure Fund
$20,693,0440.0%1,614,1220.5%Financial Services
Kodiak Gas Services, Inc. stock logo
KGS
Kodiak Gas Services
$18,988,423$17,364,194 1,069.1%509,0730.4%Energy
Xcel Energy Inc. stock logo
XEL
Xcel Energy
$13,503,759$3,073,702 -18.5%190,7580.3%Utilities
PG&E CORP
$13,421,732$268 0.0%299,9940.3%PFD CONV SER A
Plains GP Holdings, L.P. stock logo
PAGP
Plains GP
$12,429,989$4,275,362 -25.6%581,9330.3%Energy
Exelon Co. stock logo
EXC
Exelon
$12,205,763$2,319,575 23.5%264,8820.3%Utilities
PPL Co. stock logo
PPL
PPL
$9,939,422$9,939,422 New Holding275,2540.2%Utilities
ARRAY TECHNOLOGIES INC
$8,928,777$3,843,877 -30.1%12,195,0000.2%NOTE 1.000%12/0
PG&E Co. stock logo
PCG
PG&E
$7,962,844$6,015,835 -43.0%463,4950.2%Utilities
Public Service Enterprise Group Incorporated stock logo
PEG
Public Service Enterprise Group
$7,116,316$5,223,005 -42.3%86,4680.2%Utilities
MasTec, Inc. stock logo
MTZ
MasTec
$5,347,185$4,521,112 547.3%45,8160.1%Construction
EVERGY INC
$5,231,650$5,231,650 New Holding75,8760.1%COM
TALEN ENERGY CORP
$5,126,128$692,855 15.6%25,6730.1%COM
First Solar, Inc. stock logo
FSLR
First Solar
$4,940,884$1,330,296 -21.2%39,0800.1%Energy
NRG Energy, Inc. stock logo
NRG
NRG Energy
$4,081,297$4,081,297 New Holding42,7540.1%Utilities
Enphase Energy, Inc. stock logo
ENPH
Enphase Energy
$3,210,901$886,012 -21.6%51,7470.1%Energy
Vistra Corp. stock logo
VST
Vistra
$2,888,672$2,888,672 New Holding24,5970.1%Utilities
Constellation Energy Co. stock logo
CEG
Constellation Energy
$2,675,630$2,847,419 -51.6%13,2700.1%Energy
GE VERNOVA INC
$2,412,933$5,606,772 -69.9%7,9040.1%COM
Global Partners LP stock logo
GLP
Global Partners
$1,869,0470.0%35,0140.0%Energy
Cameco Co. stock logo
CCJ
Cameco
$1,663,152$488,940 41.6%40,4070.0%Basic Materials
Array Technologies, Inc. stock logo
ARRY
Array Technologies
$1,591,862$1,591,862 New Holding326,8710.0%Energy
Sunoco LP stock logo
SUN
Sunoco
$547,5640.0%9,4310.0%Energy
NEXTERA ENERGY INC
$0$20,682,646 -100.0%00.0%UNIT 09/01/2025
Brookfield Renewable Partners L.P. stock logo
BEP
Brookfield Renewable Partners
$0$6,605,362 -100.0%00.0%Utilities
Aris Water Solutions, Inc. stock logo
ARIS
Aris Water Solutions
$0$6,431,557 -100.0%00.0%Business Services
Clearway Energy, Inc. stock logo
CWEN
Clearway Energy
$0$6,196,528 -100.0%00.0%Energy
ReNew Energy Global Plc stock logo
RNW
ReNew Energy Global
$0$4,532,408 -100.0%00.0%Energy
Sunrun Inc. stock logo
RUN
Sunrun
$0$3,039,263 -100.0%00.0%Energy
NEXTERA ENERGY INC
$0$1,951,600 -100.0%00.0%UNIT 06/01/2027
SOUTH BOW CORP
$0$1,694,259 -100.0%00.0%COM

Showing largest 100 holdings. View all holdings.
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