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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 $5.10 billion in total holdings as of June 30, 2026.
  • Kayne Anderson Capital Advisors Lp owns shares of 53 different stocks, but just 13 companies or ETFs make up 80% of its holdings.
  • Approximately 7.59% of the portfolio was purchased this quarter.
  • About 8.54% of the portfolio was sold this quarter.
  • This quarter, Kayne Anderson Capital Advisors Lp has purchased 48 new stocks and bought additional shares in 20 stocks.
  • Kayne Anderson Capital Advisors Lp sold shares of 21 stocks and completely divested from 4 stocks this quarter.

Largest Holdings

Williams Companies
$500,305,227
Energy Transfer
$462,058,298
CHENIERE ENERGY INC
$456,168,988
ONEOK
$335,957,808

Largest New Holdings this Quarter

92333F101 - VENTURE GLOBAL INC
$63,924,854 Holding
674599105 - Occidental Petroleum
$16,851,508 Holding
055622104 - BP
$16,313,832 Holding
166764100 - Chevron
$11,976,823 Holding
25746U109 - Dominion Energy
$9,203,238 Holding

Largest Purchases this Quarter

VENTURE GLOBAL INC
5,743,473 shares (about $63.92M)
CHENIERE ENERGY INC
246,955 shares (about $59.02M)
Targa Resources
193,295 shares (about $51.83M)
SUNOCOCORP LLC
602,448 shares (about $40.77M)
Kodiak Gas Services
506,016 shares (about $38.02M)

Largest Sales this Quarter

TC Energy
895,144 shares (about $59.34M)
Enbridge
1,066,780 shares (about $57.83M)
Mplx
963,642 shares (about $54.28M)
Kinder Morgan
1,643,135 shares (about $52.53M)
Antero Midstream
2,056,049 shares (about $46.78M)

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
Williams Companies, Inc. (The) stock logo
WMB
Williams Companies
$500,305,227$1,986,142 â–²0.4%6,729,9609.8%Energy
Enterprise Products Partners L.P. stock logo
EPD
Enterprise Products Partners
$473,080,063$5,961,443 â–¼-1.2%12,869,4259.3%Energy
Energy Transfer LP stock logo
ET
Energy Transfer
$462,058,298$7,955,660 â–¼-1.7%24,166,2299.1%Energy
CHENIERE ENERGY INC
$456,168,988$59,024,714 â–²14.9%1,908,5778.9%COM NEW
ONEOK, Inc. stock logo
OKE
ONEOK
$335,957,808$18,431 â–¼0.0%3,864,2496.6%Energy
Mplx Lp stock logo
MPLX
Mplx
$330,258,565$54,281,954 â–¼-14.1%5,862,9256.5%Energy
Kinder Morgan, Inc. stock logo
KMI
Kinder Morgan
$297,670,496$52,531,026 â–¼-15.0%9,310,9325.8%Energy
Enbridge Inc stock logo
ENB
Enbridge
$272,630,710$57,830,144 â–¼-17.5%5,029,1595.3%Energy
Targa Resources, Inc. stock logo
TRGP
Targa Resources
$260,336,589$51,830,121 â–²24.9%970,8985.1%Energy
TC Energy Corporation stock logo
TRP
TC Energy
$260,023,784$59,339,096 â–¼-18.6%3,922,5195.1%Energy
MACH NATURAL RESOURCES LP
$196,143,892$43,510,937 â–¼-18.2%15,517,7133.8%COM UNIT LTD PAR
Western Midstream Partners, LP stock logo
WES
Western Midstream Partners
$171,897,901$442,239 â–²0.3%3,928,1973.4%Energy
PLAINS ALL AMERN PIPELINE L
$137,829,513$196,645 â–¼-0.1%6,191,8022.7%UNIT LTD PARTN
Pembina Pipeline Corp. stock logo
PBA
Pembina Pipeline
$97,703,727$23,401,575 â–²31.5%2,112,5131.9%Energy
DT Midstream, Inc. stock logo
DTM
DT Midstream
$94,548,397$829,081 â–¼-0.9%644,3261.9%Energy
Kodiak Gas Services, Inc. stock logo
KGS
Kodiak Gas Services
$84,820,643$38,016,982 â–²81.2%1,128,9851.7%Energy
Sempra Energy stock logo
SRE
Sempra Energy
$73,381,819$1,401,590 â–²1.9%791,5201.4%Utilities
VENTURE GLOBAL INC
$63,924,854$63,924,854 â–²New Holding5,743,4731.3%COM CL A
CenterPoint Energy, Inc. stock logo
CNP
CenterPoint Energy
$56,492,222$1,696,861 â–²3.1%1,282,7481.1%Utilities
SUNOCOCORP LLC
$55,444,535$40,767,656 â–²277.8%819,3371.1%COM SHS LLC
Marathon Petroleum Corporation stock logo
MPC
Marathon Petroleum
$52,802,247$11,898,115 â–²29.1%206,5251.0%Energy
Antero Midstream Corporation stock logo
AM
Antero Midstream
$49,882,993$46,775,115 â–¼-48.4%2,192,6591.0%Energy
Entergy Corporation stock logo
ETR
Entergy
$44,148,394$25,043,385 â–¼-36.2%384,3670.9%Utilities
Archrock, Inc. stock logo
AROC
Archrock
$39,280,591$1,285,622 â–¼-3.2%964,8880.8%Energy
Excelerate Energy, Inc. stock logo
EE
Excelerate Energy
$25,247,281$685,416 â–²2.8%664,5770.5%Energy
Southwest Gas Corporation stock logo
SWX
Southwest Gas
$23,656,720$4,441,538 â–²23.1%266,7650.5%Utilities
Occidental Petroleum Corporation stock logo
OXY
Occidental Petroleum
$16,851,508$16,851,508 â–²New Holding346,9530.3%Energy
BP p.l.c. stock logo
BP
BP
$16,313,832$16,313,832 â–²New Holding441,5110.3%Energy
Hess Midstream Partners LP stock logo
HESM
Hess Midstream Partners
$15,474,768$41,342,326 â–¼-72.8%411,5630.3%Energy
Global Partners LP stock logo
GLP
Global Partners
$13,300,559$11,813,173 â–²794.2%285,4810.3%Energy
Chevron Corporation stock logo
CVX
Chevron
$11,976,823$11,976,823 â–²New Holding72,2540.2%Energy
SIMPLIFY EXCHANGE TRADED FUN
$10,270,5100.0%399,5530.2%KAYNE ANDERSON
PPL Corporation stock logo
PPL
PPL
$10,098,103$2,826,576 â–²38.9%277,8020.2%Utilities
Dominion Energy Inc. stock logo
D
Dominion Energy
$9,203,238$9,203,238 â–²New Holding134,7670.2%Utilities
American Electric Power Company, Inc. stock logo
AEP
American Electric Power
$8,447,744$3,623,413 â–²75.1%61,7480.2%Utilities
IDACORP, Inc. stock logo
IDA
IDACORP
$7,427,317$1,601,964 â–²27.5%49,0900.1%Utilities
GE VERNOVA INC
$6,867,057$1,207,756 â–¼-15.0%5,8450.1%COM
USA Compression Partners, LP stock logo
USAC
USA Compression Partners
$6,622,4650.0%250,9460.1%Energy
NRG Energy, Inc. stock logo
NRG
NRG Energy
$6,133,936$3,248,813 â–¼-34.6%41,9960.1%Utilities
Quanta Services, Inc. stock logo
PWR
Quanta Services
$5,300,934$725,080 â–¼-12.0%7,3620.1%Industrials
Plains GP Holdings, L.P. stock logo
PAGP
Plains GP
$4,798,4460.0%197,7110.1%Energy
National Fuel Gas Company stock logo
NFG
National Fuel Gas
$4,614,301$3,594,820 â–¼-43.8%59,7630.1%Utilities
Sunoco LP stock logo
SUN
Sunoco
$3,874,230$3,874,230 â–²New Holding57,3960.1%Energy
Cameco Corporation stock logo
CCJ
Cameco
$3,790,618$313,219 â–²9.0%37,2140.1%Energy
Loews Corporation stock logo
L
Loews
$2,801,268$2,801,268 â–²New Holding24,7440.1%Finance
Constellation Energy Corporation stock logo
CEG
Constellation Energy
$2,752,933$1,265,693 â–¼-31.5%11,0840.1%Utilities
Powell Industries, Inc. stock logo
POWL
Powell Industries
$2,741,038$1,842,154 â–²204.9%9,5720.1%Industrials
TALEN ENERGY CORP
$2,662,153$1,775,665 â–¼-40.0%6,9280.1%COM
PRIMORIS SVCS CORP
$2,513,584$2,513,584 â–²New Holding25,3590.0%COM
Vistra Corp. stock logo
VST
Vistra
$2,467,172$2,991,603 â–¼-54.8%15,5530.0%Utilities
First Solar, Inc. stock logo
FSLR
First Solar
$2,295,891$1,170,598 â–²104.0%9,7300.0%Technology
BWX Technologies, Inc. stock logo
BWXT
BWX Technologies
$1,661,532$26,667 â–²1.6%8,5360.0%Industrials
EROCK INC
$710,500$710,500 â–²New Holding49,0000.0%CL A COM
Kayne Anderson Energy Infrastructure Fund, Inc. stock logo
KYN
Kayne Anderson Energy Infrastructure Fund
$0$11,548,921 â–¼-100.0%00.0%Finance
Xcel Energy Inc. stock logo
XEL
Xcel Energy
$0$7,735,788 â–¼-100.0%00.0%Utilities
CENTURI HOLDINGS INC
$0$2,887,730 â–¼-100.0%00.0%COM SHS
SOLV ENERGY INC
$0$1,371,590 â–¼-100.0%00.0%COM SHS CL A

Showing largest 100 holdings. View all holdings.
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