Kayne Anderson Capital Advisors LP 13F holdings, Q3 2025
Holdings as of September 30, 2025 · filings on SEC EDGAR · latest filing →
Kayne Anderson Capital Advisors LP disclosed 48 US equity positions worth $4.5bn in its Q3 2025 13F filing. The largest position was WMB at 10.6% of the reported book, followed by EPD and ET. Against the Q2 2025 filing, it opened 7 new positions, added to 15 and reduced 19 among the top 48 holdings.
What did Kayne Anderson Capital Advisors LP own in Q3 2025? Top 48 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 2025 |
|---|---|---|---|---|---|---|---|
| 1 | WMB WILLIAMS ORD | Energy | 10.6% | $482.9m | 7,622,814 | -4% | reduced |
| 2 | EPD ENTERPRISE PRODUCTS PARTNERS UNT | Energy | 9.2% | $417.6m | 13,356,060 | -1% | reduced |
| 3 | ET ENERGY TRANSFER UNT | Energy | 9.1% | $411.3m | 23,966,952 | -0% | held |
| 4 | LNG CHENIERE ENERGY ORD | Energy | 8.2% | $372.9m | 1,586,927 | 2% | added |
| 5 | MPLX MPLX COM UNT | 8.0% | $361.3m | 7,233,767 | -5% | reduced | |
| 6 | KMI KINDER MORGAN CL P ORD | Energy | 7.8% | $352.5m | 12,452,111 | 16% | added |
| 7 | TRP TC ENERGY ORD | Energy | 6.4% | $291.7m | 5,361,657 | 16% | added |
| 8 | OKE ONEOK ORD | Energy | 5.7% | $259.9m | 3,562,032 | 3% | added |
| 9 | MACH NATURAL RESOURCES LP | 5.6% | $252.9m | 19,187,581 | – | new | |
| 10 | ENB ENBRIDGE ORD | Energy | 5.1% | $232.5m | 4,607,157 | 49% | added |
| 11 | TRGP TARGA RESOURCES ORD | Energy | 3.8% | $172.6m | 1,030,133 | -21% | reduced |
| 12 | WES WESTERN MIDSTREAM PARTNERS COM UNT | 3.0% | $134.3m | 3,418,843 | -0% | held | |
| 13 | DTM DT MIDSTREAM ORD | Energy | 2.2% | $98.0m | 866,991 | -1% | reduced |
| 14 | PAA PLAINS ALL AMERICAN PIPELINE UNT | 1.9% | $87.3m | 5,119,534 | 0% | held | |
| 15 | SRE SEMPRA ORD | Utilities | 1.9% | $87.2m | 969,238 | 55% | added |
| 16 | PBA PEMBINA PIPELINE ORD | Energy | 1.6% | $71.5m | 1,767,889 | -45% | reduced |
| 17 | AM ANTERO MIDSTREAM ORD | Energy | 1.5% | $70.0m | 3,602,274 | 27% | added |
| 18 | ETR ENTERGY ORD | Utilities | 1.3% | $58.0m | 622,876 | 5% | added |
| 19 | HESM HESS MIDSTREAM CL A ORD | Energy | 1.0% | $47.1m | 1,362,975 | -52% | reduced |
| 20 | LIN LINDE ORD | Basic Materials | 0.9% | $39.7m | 83,475 | -0% | held |
| 21 | PWR QUANTA SERVICES ORD | Industrials | 0.9% | $38.8m | 93,642 | -35% | reduced |
| 22 | APD AIR PRODUCTS AND CHEMICALS ORD | Basic Materials | 0.6% | $27.2m | 99,667 | -31% | reduced |
| 23 | EE EXCELERATE ENERGY CL A ORD | Energy | 0.4% | $19.7m | 781,623 | 77% | added |
| 24 | PPL PPL ORD | Utilities | 0.4% | $16.8m | 452,711 | 59% | added |
| 25 | AROC ARCHROCK ORD | Energy | 0.3% | $14.6m | 553,647 | -1% | reduced |
| 26 | PG AND E 6 SRS A CONV PRF | 0.3% | $12.9m | 327,997 | 62% | added | |
| 27 | XEL XCEL ENERGY ORD | Utilities | 0.3% | $11.5m | 142,420 | 65% | added |
| 28 | KYN KAYNE ANDERSON ENERGY INFRST | 0.2% | $10.0m | 808,748 | 0% | held | |
| 29 | NEXTERA ENERGY UNT | 0.2% | $9.1m | 182,000 | 49% | added | |
| 30 | NRG NRG ENERGY ORD | Utilities | 0.2% | $9.0m | 55,472 | 42% | added |
| 31 | NFG NATL FUEL GAS ORD | Energy | 0.2% | $8.8m | 95,206 | 159% | added |
| 32 | EXC EXELON ORD | Utilities | 0.2% | $7.9m | 175,249 | -13% | reduced |
| 33 | SIMPLIFY EXCHANGE TRADED FUN | 0.2% | $7.8m | 298,594 | 0% | held | |
| 34 | TLN TALEN ENERGY ORD | Utilities | 0.1% | $6.8m | 15,951 | -34% | reduced |
| 35 | VST VISTRA ORD | Utilities | 0.1% | $5.8m | 29,783 | -23% | reduced |
| 36 | GEV GE VERNOVA ORD | Industrials | 0.1% | $5.2m | 8,392 | -4% | reduced |
| 37 | FSLR FIRST SOLAR ORD | Technology | 0.1% | $4.3m | 19,612 | -56% | reduced |
| 38 | AQN ALGONQUIN POWER AND UTILITIES ORD | Utilities | 0.1% | $4.2m | 780,103 | -3% | reduced |
| 39 | PAGPEUR PLAINS GP HOLDINGS LMT PART CL A UNT | 0.1% | $3.3m | 179,048 | -8% | reduced | |
| 40 | GNRC GENERAC HOLDINGS ORD | Industrials | 0.0% | $2.2m | 12,897 | – | new |
| 41 | KGS KODIAK GAS SERVICES ORD | Energy | 0.0% | $1.5m | 41,899 | -8% | reduced |
| 42 | GLP GLOBAL PARTNERS UNT | 0.0% | $1.5m | 31,925 | 0% | held | |
| 43 | NEXTERA ENERGY UNT | 0.0% | $1.2m | 25,000 | – | new | |
| 44 | CCJ CAMECO ORD | Energy | 0.0% | $1.1m | 13,681 | -67% | reduced |
| 45 | NXT NEXTRACKER CL A ORD | Technology | 0.0% | $805.5k | 10,887 | – | new |
| 46 | EOSE EOS ENERGY ENTERPRISES CL A ORD | Industrials | 0.0% | $473.0k | 41,526 | – | new |
| 47 | ARRY ARRAY TECHNOLOGIES ORD | Technology | 0.0% | $391.8k | 48,072 | – | new |
| 48 | SHLS SHOALS TECHNOLOGIES GROUP CL A ORD | Technology | 0.0% | $378.1k | 51,026 | – | new |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.