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Kayne Anderson Capital Advisors Lp Top Holdings and 13F Report (2026)

About Kayne Anderson Capital Advisors Lp

Investment Activity

  • Kayne Anderson Capital Advisors Lp has $5.22 billion in total holdings as of March 31, 2026.
  • Kayne Anderson Capital Advisors Lp owns shares of 48 different stocks, but just 12 companies or ETFs make up 80% of its holdings.
  • Approximately 6.22% of the portfolio was purchased this quarter.
  • About 7.15% of the portfolio was sold this quarter.
  • This quarter, Kayne Anderson Capital Advisors Lp has purchased 44 new stocks and bought additional shares in 15 stocks.
  • Kayne Anderson Capital Advisors Lp sold shares of 20 stocks and completely divested from 7 stocks this quarter.

Largest Holdings

Williams Companies
$487,862,026
Energy Transfer
$474,438,776
CHENIERE ENERGY INC
$471,501,858
Mplx
$389,592,179

Largest New Holdings this Quarter

56585A102 - Marathon Petroleum
$39,065,870 Holding
844895102 - Southwest Gas
$18,829,492 Holding
86765Q106 - SUNOCOCORP LLC
$13,371,207 Holding
90290N109 - USA Compression Partners
$6,805,655 Holding
451107106 - IDACORP
$5,504,631 Holding

Largest Purchases this Quarter

Enbridge
1,498,831 shares (about $81.15M)
Marathon Petroleum
159,988 shares (about $39.07M)
Kodiak Gas Services
581,934 shares (about $33.94M)
CHENIERE ENERGY INC
89,219 shares (about $25.32M)
PLAINS ALL AMERN PIPELINE L
1,081,102 shares (about $24.14M)

Largest Sales this Quarter

Williams Companies
948,311 shares (about $69.02M)
Kinder Morgan
1,663,962 shares (about $55.79M)
TC Energy
530,017 shares (about $33.18M)
DT Midstream
213,550 shares (about $28.76M)
Mplx
400,833 shares (about $22.88M)

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
Enterprise Products Partners L.P. stock logo
EPD
Enterprise Products Partners
$493,115,631$12,023,736 â–¼-2.4%13,031,5979.5%Energy
Williams Companies, Inc. (The) stock logo
WMB
Williams Companies
$487,862,026$69,018,075 â–¼-12.4%6,703,2439.4%Energy
Energy Transfer LP stock logo
ET
Energy Transfer
$474,438,776$12,108,299 â–²2.6%24,582,3209.1%Energy
CHENIERE ENERGY INC
$471,501,858$25,316,783 â–²5.7%1,661,6229.0%COM NEW
Mplx Lp stock logo
MPLX
Mplx
$389,592,179$22,875,539 â–¼-5.5%6,826,5677.5%Energy
Kinder Morgan, Inc. stock logo
KMI
Kinder Morgan
$367,289,867$55,792,646 â–¼-13.2%10,954,0677.0%Energy
ONEOK, Inc. stock logo
OKE
ONEOK
$349,308,630$21,100,280 â–²6.4%3,864,4616.7%Energy
Enbridge Inc stock logo
ENB
Enbridge
$330,034,137$81,146,710 â–²32.6%6,095,9396.3%Energy
TC Energy Corporation stock logo
TRP
TC Energy
$301,585,704$33,179,064 â–¼-9.9%4,817,6635.8%Energy
MACH NATURAL RESOURCES LP
$265,440,476$3,185,658 â–¼-1.2%18,960,0345.1%COM UNIT LTD PAR
Targa Resources, Inc. stock logo
TRGP
Targa Resources
$194,968,400$21,876,192 â–¼-10.1%777,6033.7%Energy
Western Midstream Partners, LP stock logo
WES
Western Midstream Partners
$161,307,807$699,808 â–²0.4%3,918,0913.1%Energy
PLAINS ALL AMERN PIPELINE L
$138,460,202$24,141,008 â–²21.1%6,200,6362.7%UNIT LTD PARTN
Antero Midstream Corporation stock logo
AM
Antero Midstream
$96,870,543$6,527,321 â–¼-6.3%4,248,7081.9%Energy
DT Midstream, Inc. stock logo
DTM
DT Midstream
$87,532,268$28,758,779 â–¼-24.7%649,9761.7%Energy
Sempra Energy stock logo
SRE
Sempra Energy
$75,442,983$17,672,891 â–¼-19.0%776,4021.4%Utilities
Pembina Pipeline Corp. stock logo
PBA
Pembina Pipeline
$71,908,417$7,127,359 â–¼-9.0%1,606,5331.4%Energy
Entergy Corporation stock logo
ETR
Entergy
$67,685,777$1,131,465 â–¼-1.6%602,4011.3%Utilities
Hess Midstream Partners LP stock logo
HESM
Hess Midstream Partners
$58,736,185$5,228,987 â–¼-8.2%1,511,0931.1%Energy
CenterPoint Energy, Inc. stock logo
CNP
CenterPoint Energy
$53,700,449$400,956 â–²0.8%1,244,2181.0%Utilities
Marathon Petroleum Corporation stock logo
MPC
Marathon Petroleum
$39,065,870$39,065,870 â–²New Holding159,9880.7%Energy
Kodiak Gas Services, Inc. stock logo
KGS
Kodiak Gas Services
$36,331,552$33,938,391 â–²1,418.1%622,9690.7%Energy
Archrock, Inc. stock logo
AROC
Archrock
$34,677,086$15,471,071 â–²80.6%996,4680.7%Energy
Excelerate Energy, Inc. stock logo
EE
Excelerate Energy
$21,607,200$8,842,464 â–¼-29.0%646,5350.4%Energy
Southwest Gas Corporation stock logo
SWX
Southwest Gas
$18,829,492$18,829,492 â–²New Holding216,6800.4%Utilities
SUNOCOCORP LLC
$13,371,207$13,371,207 â–²New Holding216,8890.3%COM SHS LLC
Kayne Anderson Energy Infrastructure Fund, Inc. stock logo
KYN
Kayne Anderson Energy Infrastructure Fund
$11,548,9210.0%808,7480.2%Financial Services
SIMPLIFY EXCHANGE TRADED FUN
$10,154,639$2,565,873 â–²33.8%399,5530.2%KAYNE ANDERSON
National Fuel Gas Company stock logo
NFG
National Fuel Gas
$9,990,015$1,110,701 â–²12.5%106,3220.2%Energy
NRG Energy, Inc. stock logo
NRG
NRG Energy
$9,387,887$1,732,928 â–²22.6%64,2390.2%Utilities
Xcel Energy Inc. stock logo
XEL
Xcel Energy
$7,735,788$1,643,216 â–²27.0%97,3790.1%Utilities
PPL Corporation stock logo
PPL
PPL
$7,641,604$6,725,797 â–¼-46.8%200,0420.1%Utilities
USA Compression Partners, LP stock logo
USAC
USA Compression Partners
$6,805,655$6,805,655 â–²New Holding250,9460.1%Energy
GE VERNOVA INC
$5,999,442$1,238,645 â–¼-17.1%6,8730.1%COM
IDACORP, Inc. stock logo
IDA
IDACORP
$5,504,631$5,504,631 â–²New Holding38,5020.1%Utilities
Vistra Corp. stock logo
VST
Vistra
$5,173,156$5,173,156 â–²New Holding34,4120.1%Utilities
Plains GP Holdings, L.P. stock logo
PAGP
Plains GP
$4,800,423$542,391 â–²12.7%197,7110.1%Energy
American Electric Power Company, Inc. stock logo
AEP
American Electric Power
$4,622,274$4,622,274 â–²New Holding35,2630.1%Utilities
Quanta Services, Inc. stock logo
PWR
Quanta Services
$4,594,748$1,087,609 â–¼-19.1%8,3690.1%Construction
Constellation Energy Corporation stock logo
CEG
Constellation Energy
$4,518,265$4,518,265 â–²New Holding16,1800.1%Energy
Cameco Corporation stock logo
CCJ
Cameco
$3,707,837$498,954 â–²15.5%34,1390.1%Basic Materials
TALEN ENERGY CORP
$3,686,787$1,344,597 â–¼-26.7%11,5490.1%COM
CENTURI HOLDINGS INC
$2,887,730$2,900,553 â–¼-50.1%98,8610.1%COM SHS
BWX Technologies, Inc. stock logo
BWXT
BWX Technologies
$1,717,512$1,717,512 â–²New Holding8,3990.0%Aerospace
Powell Industries, Inc. stock logo
POWL
Powell Industries
$1,698,450$4,285,353 â–¼-71.6%3,1390.0%Industrials
SOLV ENERGY INC
$1,371,590$1,371,590 â–²New Holding45,6740.0%COM SHS CL A
Global Partners LP stock logo
GLP
Global Partners
$1,344,0430.0%31,9250.0%Energy
First Solar, Inc. stock logo
FSLR
First Solar
$940,733$940,733 â–²New Holding4,7690.0%Energy
LINDE PLC
$0$35,565,616 â–¼-100.0%00.0%SHS
Exelon Corporation stock logo
EXC
Exelon
$0$8,329,700 â–¼-100.0%00.0%Utilities
Algonquin Power & Utilities Corp. stock logo
AQN
Algonquin Power & Utilities
$0$4,740,900 â–¼-100.0%00.0%Utilities
PG&E CORP
$0$4,428,000 â–¼-100.0%00.0%PFD CONV SER A
The AES Corporation stock logo
AES
AES
$0$3,323,295 â–¼-100.0%00.0%Utilities
NEXTERA ENERGY INC
$0$2,925,000 â–¼-100.0%00.0%UNIT 11/01/2027
NexGen Energy stock logo
NXE
NexGen Energy
$0$2,887,770 â–¼-100.0%00.0%Basic Materials

Showing largest 100 holdings. View all holdings.
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