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Kayne Anderson Capital Advisors LP

CIK 949615 · latest 13F filed 11 August 2026 · Read the filing on EDGAR

Kayne Anderson Capital Advisors LP reported 53 US-listed holdings worth $5.10 billion in its 13F for the quarter ended 30 June 2026, filed 11 August 2026. Its largest: Williams Companies, Inc. (9.8%), Enterprise Products Partners LP (9.3%) and Energy Transfer LP (9.1%). Against the quarter before, it opened 9 positions, added to 20, trimmed 20 and sold out of 4.

Reported holdings$5.10B-2.3% on Q1 2026
Positions53+5 on Q1 2026
The largest ten71.6%of its reported holdings
Latest 13FQ2 2026filed 11 August 2026
Where the money is
Added toHeldTrimmed
WMB9.8%EPD9.3%ET9.1%LNG8.9%OKE6.6%MPLX6.5%KMI5.8%ENB5.3%TRGP5.1%TRP5.1%MNR3.8%WES3.4%PAA2.7%PBA1.9%39 more16.6%

The 14 largest of its 53 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.

Reported holdings, quarter by quarter
Q3 2024: $3.92 billion in 48 positions$3.92BQ3 24Q4 2024: $4.23 billion in 48 positions$4.23BQ4 24Q1 2025: $4.52 billion in 45 positions$4.52BQ1 25Q2 2025: $4.30 billion in 44 positions$4.30BQ2 25Q3 2025: $4.53 billion in 48 positions$4.53BQ3 25Q4 2025: $4.40 billion in 44 positions$4.40BQ4 25Q1 2026: $5.22 billion in 48 positions$5.22BQ1 26Q2 2026: $5.10 billion in 53 positions$5.10BQ2 26

What the fund reported holding at each quarter's end; hover a bar for the number of positions

What it did on the quarter

Opened 9Added 20Held 4Trimmed 20Sold out 4
Opened: 9Added: 20Held: 4Trimmed: 20Sold out: 4

Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held

Opened 9

  1. Venture Global Inc. VG$63.9 million
  2. Occidental Petroleum Corp. OXY$16.9 million
  3. BP plc BP$16.3 million
  4. Chevron Corp. CVX$12.0 million
  5. Dominion Energy, Inc. D$9.2 million
  6. Sunoco Lp/sunoco Fin Corp. SUN$3.9 million
  7. Loews Corp. L$2.8 million
  8. Primoris Services Corp. PRIM$2.5 million

and 1 more in the table below

Added to 20

  1. Cheniere Energy Inc. LNG+246,955 shares · +15%
  2. Targa Resources Corp. TRGP+193,295 shares · +25%
  3. Sunococorp LLC C SUNC+602,448 shares · +278%
  4. Kodiak Gas Services, Inc. KGS+506,016 shares · +81%
  5. Pembina Pipeline Corp PBA+505,980 shares · +31%
  6. Marathon Petroleum Corp. MPC+46,537 shares · +29%
  7. Global Partners LP GLP+253,556 shares · +794%
  8. Southwest Gas Holdings, Inc. SWX+50,085 shares · +23%

and 12 more in the table below

Trimmed 20

  1. TC Energy Corporation TRP-895,144 shares · -19%
  2. Enbridge Inc ENB-1.1 million shares · -17%
  3. Mplx LP MPLX-963,642 shares · -14%
  4. Kinder Morgan, Inc. KMI-1.6 million shares · -15%
  5. Antero Midstream Corp. AM-2.1 million shares · -48%
  6. Mach Natural Resources LP MNR-3.4 million shares · -18%
  7. Hess Midstream LP HESM-1.1 million shares · -73%
  8. Entergy Corp. ETR-218,034 shares · -36%

and 12 more in the table below

Sold out of 4

  1. Kayne Anderson/Closed-end KYN$11.5 million last quarter
  2. Xcel Energy Inc. XEL$7.7 million last quarter
  3. Centuri Holdings Inc. CTRI$2.9 million last quarter
  4. Solv Energy Inc. MWH$1.4 million last quarter

What it holds

CompanySharesValueOf its bookChange in shares
Williams Companies, Inc. WMB6,729,960$500.3 million9.81%+26,717
Enterprise Products Partners LP EPD12,869,425$473.1 million9.28%-162,172
Energy Transfer LP ET24,166,229$462.1 million9.06%-416,091
Cheniere Energy Inc. LNG1,908,577$456.2 million8.95%+246,955
ONEOK Inc. OKE3,864,249$336.0 million6.59%-212
Mplx LP MPLX5,862,925$330.3 million6.48%-963,642
Kinder Morgan, Inc. KMI9,310,932$297.7 million5.84%-1,643,135
Enbridge Inc ENB5,029,159$272.6 million5.35%-1,066,780
Targa Resources Corp. TRGP970,898$260.3 million5.11%+193,295
TC Energy Corporation TRP3,922,519$260.0 million5.10%-895,144
Mach Natural Resources LP MNR15,517,713$196.1 million3.85%-3,442,321
Western Midstream Partners L WES3,928,197$171.9 million3.37%+10,106
Plains All American Pipeline L.p./plains All American Finance Co. PAA6,191,802$137.8 million2.70%-8,834
Pembina Pipeline Corp PBA2,112,513$97.7 million1.92%+505,980
DT Midstream, Inc. DTM644,326$94.5 million1.85%-5,650
Kodiak Gas Services, Inc. KGS1,128,985$84.8 million1.66%+506,016
Sempra SRE791,520$73.4 million1.44%+15,118
Venture Global Inc. VG5,743,473$63.9 million1.25%new
Centerpoint Energy Inc. CNP1,282,748$56.5 million1.11%+38,530
Sunococorp LLC C SUNC819,337$55.4 million1.09%+602,448
Marathon Petroleum Corp. MPC206,525$52.8 million1.04%+46,537
Antero Midstream Corp. AM2,192,659$49.9 million0.98%-2,056,049
Entergy Corp. ETR384,367$44.1 million0.87%-218,034
Archrock, Inc. AROC964,888$39.3 million0.77%-31,580
Excelerate Energy Inc. EE664,577$25.2 million0.50%+18,042
Southwest Gas Holdings, Inc. SWX266,765$23.7 million0.46%+50,085
Occidental Petroleum Corp. OXY346,953$16.9 million0.33%new
BP plc BP441,511$16.3 million0.32%new
Hess Midstream LP HESM411,563$15.5 million0.30%-1,099,530
Global Partners LP GLP285,481$13.3 million0.26%+253,556
Chevron Corp. CVX72,254$12.0 million0.23%new
Simplify Exchange Traded Fun KNRG399,553$10.3 million0.20%no change
PPL Corp. PPL277,802$10.1 million0.20%+77,760
Dominion Energy, Inc. D134,767$9.2 million0.18%new
American Electric Power Co. Inc. AEP61,748$8.4 million0.17%+26,485
Idacorp Inc. IDA49,090$7.4 million0.15%+10,588
GE Vernova Inc. GEV5,845$6.9 million0.13%-1,028
USA Compression Partners LP USAC250,946$6.6 million0.13%no change
NRG Energy, Inc. NRG41,996$6.1 million0.12%-22,243
Quanta Services, Inc. PWR7,362$5.3 million0.10%-1,007
Plains GP Hldgs L P PAGP197,711$4.8 million0.09%no change
National Fuel Gas Co. NFG59,763$4.6 million0.09%-46,559
Sunoco Lp/sunoco Fin Corp. SUN57,396$3.9 million0.08%new
Cameco Corp. CCJ37,214$3.8 million0.07%+3,075
Loews Corp. L24,744$2.8 million0.05%new
Constellation Energy Corp. CEG11,084$2.8 million0.05%-5,096
Powell Industries Inc. POWL9,572$2.7 million0.05%+6,433
Talen Energy Corp. TLN6,928$2.7 million0.05%-4,621
Primoris Services Corp. PRIM25,359$2.5 million0.05%new
Vistra Corp. VST15,553$2.5 million0.05%-18,859
First Solar, Inc. FSLR9,730$2.3 million0.05%+4,961
BWX Technologies, Inc. BWXT8,536$1.7 million0.03%+137
Erock Inc Class Class A EROC49,000$710,5000.01%new
Every US-listed position in the fund's 13F for the quarter ended 30 June 2026, by the value it reported.
Read moreChange is shares against its 13F for the quarter before; the 4 it sold out of are in the box above.