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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 $5.47 billion in total holdings as of September 30, 2026.
  • Kayne Anderson Capital Advisors Lp owns shares of 59 different stocks, but just 12 companies or ETFs make up 80% of its holdings.
  • Approximately 24.16% of the portfolio was purchased this quarter.
  • About 14.01% of the portfolio was sold this quarter.
  • This quarter, Kayne Anderson Capital Advisors Lp has purchased 53 new stocks and bought additional shares in 16 stocks.
  • Kayne Anderson Capital Advisors Lp sold shares of 31 stocks and completely divested from 5 stocks this quarter.

Largest Holdings

Magnolia Oil & Gas
$756,448,470
CHENIERE ENERGY INC
$517,312,407
ENERGY TRANSFER L P
$509,779,354
Williams Companies
$478,587,985

Largest New Holdings this Quarter

559663109 - Magnolia Oil & Gas
$756,448,470 Holding
30609A109 - ONEOK INC NEW
$326,393,693 Holding
05722G100 - Baker Hughes
$21,022,088 Holding
G9456A100 - Golar LNG
$20,529,447 Holding
G29183103 - Eaton
$4,947,681 Holding

Largest Purchases this Quarter

Magnolia Oil & Gas
32,203,000 shares (about $756.45M)
ONEOK INC NEW
3,827,767 shares (about $326.39M)
Targa Resources
180,711 shares (about $48.85M)
Antero Midstream
1,705,623 shares (about $34.39M)
ENERGY TRANSFER L P
1,619,272 shares (about $32.01M)

Largest Sales this Quarter

MACH NATURAL RESOURCES LP
8,000,000 shares (about $81.92M)
Enbridge
1,369,771 shares (about $63.68M)
Sempra Energy
763,151 shares (about $59.50M)
TC Energy
500,608 shares (about $28.93M)
Kinder Morgan
626,518 shares (about $18.89M)

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
Magnolia Oil & Gas Corp stock logo
MGY
Magnolia Oil & Gas
$756,448,470$756,448,470 ▲New Holding32,203,00013.8%Energy
CHENIERE ENERGY INC
$517,312,407$3,847,936 ▲0.7%1,922,8809.5%COM NEW
ENERGY TRANSFER L P
$509,779,354$32,013,007 ▲6.7%25,785,5019.3%COM UT LTD PTN
Williams Companies, Inc. (The) stock logo
WMB
Williams Companies
$478,587,985$21,152,604 ▲4.6%7,041,1658.7%Energy
Enterprise Products Partners L.P. stock logo
EPD
Enterprise Products Partners
$452,971,379$5,308,846 ▼-1.2%12,720,3428.3%Energy
ONEOK INC NEW
$326,393,693$326,393,693 ▲New Holding3,827,7676.0%COM
Mplx Lp stock logo
MPLX
Mplx
$324,660,921$5,539,016 ▼-1.7%5,764,5765.9%Energy
Targa Resources, Inc. stock logo
TRGP
Targa Resources
$311,291,429$48,847,990 ▲18.6%1,151,6095.7%Energy
Kinder Morgan, Inc. stock logo
KMI
Kinder Morgan
$261,835,082$18,889,518 ▼-6.7%8,684,4144.8%Energy
TC Energy Corporation stock logo
TRP
TC Energy
$197,718,018$28,925,130 ▼-12.8%3,421,9113.6%Energy
Western Midstream Partners, LP stock logo
WES
Western Midstream Partners
$173,467,665$826,436 ▼-0.5%3,909,5713.2%Energy
Enbridge Inc stock logo
ENB
Enbridge
$170,124,948$63,680,654 ▼-27.2%3,659,3883.1%Energy
PLAINS ALL AMERN PIPELINE L
$141,602,636$5,266,907 ▼-3.6%5,969,7572.6%UNIT LTD PARTN
Pembina Pipeline Corp. stock logo
PBA
Pembina Pipeline
$94,482,362$306,532 ▲0.3%2,119,3891.7%Energy
Antero Midstream Corporation stock logo
AM
Antero Midstream
$78,589,365$34,385,360 ▲77.8%3,898,2821.4%Energy
DT Midstream, Inc. stock logo
DTM
DT Midstream
$77,378,688$401,061 ▲0.5%647,6831.4%Energy
MACH NATURAL RESOURCES LP
$76,981,381$81,920,000 ▼-51.6%7,517,7131.4%COM UN LT PA IN
VENTURE GLOBAL INC
$72,242,530$354,969 ▼-0.5%5,715,3901.3%COM CL A
SUNOCOCORP LLC
$72,073,107$12,146,799 ▲20.3%985,4131.3%COM SHS LLC
Kodiak Gas Services, Inc. stock logo
KGS
Kodiak Gas Services
$59,829,668$27,333 ▲0.0%1,129,5011.1%Energy
Archrock, Inc. stock logo
AROC
Archrock
$37,270,361$8,043,903 ▲27.5%1,230,4510.7%Energy
Entergy Corporation stock logo
ETR
Entergy
$34,479,152$3,673,116 ▼-9.6%347,3620.6%Utilities
CenterPoint Energy, Inc. stock logo
CNP
CenterPoint Energy
$29,742,202$17,462,925 ▼-37.0%808,2120.5%Utilities
Baker Hughes Company stock logo
BKR
Baker Hughes
$21,022,088$21,022,088 ▲New Holding382,9160.4%Energy
Golar LNG Limited stock logo
GLNG
Golar LNG
$20,529,447$20,529,447 ▲New Holding432,0170.4%Energy
Southwest Gas Corporation stock logo
SWX
Southwest Gas
$17,962,854$3,789,164 ▼-17.4%220,2950.3%Utilities
Occidental Petroleum Corporation stock logo
OXY
Occidental Petroleum
$16,909,221$2,284,218 ▼-11.9%305,6620.3%Energy
Global Partners LP stock logo
GLP
Global Partners
$13,100,400$117,371 ▼-0.9%282,9460.2%Energy
Excelerate Energy, Inc. stock logo
EE
Excelerate Energy
$10,313,570$11,039,290 ▼-51.7%320,9950.2%Energy
Cameco Corporation stock logo
CCJ
Cameco
$7,841,555$4,616,218 ▲143.1%90,4760.1%Energy
IDACORP, Inc. stock logo
IDA
IDACORP
$6,404,986$12,550 ▼-0.2%48,9940.1%Utilities
USA COMPRESSION PARTNERS LP
$6,189,297$51,730 ▼-0.8%248,8660.1%COM UNIT LTDPAR
PPL Corporation stock logo
PPL
PPL
$5,892,112$3,244,796 ▼-35.5%179,1460.1%Utilities
Dominion Energy Inc. stock logo
D
Dominion Energy
$5,789,646$2,366,453 ▼-29.0%95,6650.1%Utilities
Eaton Corporation, PLC stock logo
ETN
Eaton
$4,947,681$4,947,681 ▲New Holding11,5140.1%Industrials
BP p.l.c. stock logo
BP
BP
$4,818,181$14,603,889 ▼-75.2%109,5290.1%Energy
GE VERNOVA INC
$4,762,905$792,709 ▼-14.3%5,0110.1%COM
Constellation Energy Corporation stock logo
CEG
Constellation Energy
$4,719,692$1,904,134 ▲67.6%18,5800.1%Utilities
Clearway Energy, Inc. stock logo
CWEN
Clearway Energy
$4,689,347$4,689,347 ▲New Holding160,2100.1%Utilities
Loews Corporation stock logo
L
Loews
$4,561,502$1,977,486 ▲76.5%43,6800.1%Finance
National Fuel Gas Company stock logo
NFG
National Fuel Gas
$4,533,6210.0%59,7630.1%Utilities
SUNOCO LP/SUNOCO FIN CORP
$4,154,391$28,055 ▼-0.7%57,0110.1%COM UT REP LP
American Electric Power Company, Inc. stock logo
AEP
American Electric Power
$4,061,759$3,264,024 ▼-44.6%34,2360.1%Utilities
Nextpower Inc. stock logo
NXT
Nextpower
$3,984,795$3,984,795 ▲New Holding51,1330.1%Industrials
Powell Industries, Inc. stock logo
POWL
Powell Industries
$3,650,292$1,884,545 ▲106.7%19,7880.1%Industrials
Plains GP Holdings, L.P. stock logo
PAGP
Plains GP
$3,649,517$1,471,198 ▼-28.7%140,9080.1%Energy
NiSource, Inc stock logo
NI
NiSource
$3,566,589$3,566,589 ▲New Holding91,4510.1%Utilities
Vistra Corp. stock logo
VST
Vistra
$3,464,422$1,312,665 ▲61.0%25,0410.1%Utilities
Quanta Services, Inc. stock logo
PWR
Quanta Services
$3,443,854$1,286,305 ▼-27.2%5,3600.1%Industrials
First Solar, Inc. stock logo
FSLR
First Solar
$2,736,700$1,032,393 ▲60.6%15,6240.1%Technology
SIMPLIFY EXCHANGE TRADED FUN
$2,481,966$7,479,331 ▼-75.1%99,5530.0%KAYNE ANDERSON
Duke Energy Corporation stock logo
DUK
Duke Energy
$2,421,230$2,421,230 ▲New Holding21,2370.0%Utilities
Southern Company (The) stock logo
SO
Southern
$2,415,249$2,415,249 ▲New Holding29,1380.0%Utilities
Sempra Energy stock logo
SRE
Sempra Energy
$2,211,647$59,495,246 ▼-96.4%28,3690.0%Utilities
NRG Energy, Inc. stock logo
NRG
NRG Energy
$1,974,694$2,042,223 ▼-50.8%20,6450.0%Utilities
PRIMORIS SVCS CORP
$1,885,281$4,471 ▼-0.2%25,2990.0%COM
TALEN ENERGY CORP
$1,735,117$431,200 ▼-19.9%5,5490.0%COM
NEXTERA ENERGY INC
$1,185,812$1,185,812 ▲New Holding26,2000.0%UNIT 11/01/2027
Chevron Corporation stock logo
CVX
Chevron
$580,977$14,174,001 ▼-96.1%2,8450.0%Energy
ONEOK, Inc. stock logo
OKE
ONEOK
$0$335,957,808 ▼-100.0%00.0%Energy
Marathon Petroleum Corporation stock logo
MPC
Marathon Petroleum
$0$52,802,247 ▼-100.0%00.0%Energy
Hess Midstream Partners LP stock logo
HESM
Hess Midstream Partners
$0$15,474,768 ▼-100.0%00.0%Energy
BWX Technologies, Inc. stock logo
BWXT
BWX Technologies
$0$1,661,532 ▼-100.0%00.0%Industrials
EROCK INC
$0$710,500 ▼-100.0%00.0%CL A COM

Showing largest 100 holdings. View all holdings.
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