Kayne Anderson Capital Advisors LP 13F holdings, Q4 2025
Holdings as of December 31, 2025 · filings on SEC EDGAR · latest filing →
Kayne Anderson Capital Advisors LP disclosed 44 US equity positions worth $4.4bn in its Q4 2025 13F filing. The largest position was WMB at 10.4% of the reported book, followed by EPD and ET. Against the Q3 2025 filing, it opened 5 new positions, added to 9 and reduced 15 among the top 44 holdings.
What did Kayne Anderson Capital Advisors LP own in Q4 2025? Top 44 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2025 |
|---|---|---|---|---|---|---|---|
| 1 | WMB WILLIAMS COS INC | Energy | 10.4% | $459.9m | 7,651,554 | 0% | held |
| 2 | EPD ENTERPRISE PRODS PARTNERS L | Energy | 9.7% | $428.0m | 13,349,349 | -0% | held |
| 3 | ET ENERGY TRANSFER L P | Energy | 9.0% | $395.0m | 23,954,947 | -0% | held |
| 4 | MPLX MPLX LP | 8.8% | $385.7m | 7,227,400 | -0% | held | |
| 5 | KMI KINDER MORGAN INC DEL | Energy | 7.9% | $346.9m | 12,618,029 | 1% | added |
| 6 | LNG CHENIERE ENERGY INC | Energy | 6.9% | $305.7m | 1,572,403 | -1% | reduced |
| 7 | TRP TC ENERGY CORP | Energy | 6.7% | $294.2m | 5,347,680 | -0% | held |
| 8 | OKE ONEOK INC NEW | Energy | 6.1% | $266.9m | 3,631,025 | 2% | added |
| 9 | ENB ENBRIDGE INC | Energy | 5.0% | $219.9m | 4,597,108 | -0% | held |
| 10 | MACH NATURAL RESOURCES LP | 4.8% | $211.8m | 19,187,581 | 0% | held | |
| 11 | TRGP TARGA RES CORP | Energy | 3.6% | $159.6m | 864,853 | -16% | reduced |
| 12 | WES WESTERN MIDSTREAM PARTNERS L | 3.5% | $154.1m | 3,901,093 | 14% | added | |
| 13 | DTM DT MIDSTREAM INC | Energy | 2.3% | $103.3m | 863,526 | -0% | held |
| 14 | PAA PLAINS ALL AMERN PIPELINE L | 2.1% | $91.9m | 5,119,534 | 0% | held | |
| 15 | SRE SEMPRA | Utilities | 1.9% | $84.6m | 958,278 | -1% | reduced |
| 16 | AM ANTERO MIDSTREAM CORP | Energy | 1.8% | $80.7m | 4,534,994 | 26% | added |
| 17 | PBA PEMBINA PIPELINE CORP | Energy | 1.5% | $67.2m | 1,765,768 | -0% | held |
| 18 | HESM HESS MIDSTREAM LP | Energy | 1.3% | $56.8m | 1,645,618 | 21% | added |
| 19 | ETR ENTERGY CORP NEW | Utilities | 1.3% | $56.6m | 612,471 | -2% | reduced |
| 20 | CNP CENTERPOINT ENERGY INC | Utilities | 1.1% | $47.3m | 1,234,928 | – | new |
| 21 | LIN LINDE PLC | Basic Materials | 0.8% | $35.6m | 83,411 | -0% | held |
| 22 | EE EXCELERATE ENERGY INC | Energy | 0.6% | $25.6m | 911,121 | 17% | added |
| 23 | AROC ARCHROCK INC | Energy | 0.3% | $14.4m | 551,897 | -0% | held |
| 24 | PPL PPL CORP | Utilities | 0.3% | $13.2m | 376,110 | -17% | reduced |
| 25 | KYN KAYNE ANDERSON ENERGY INFRST | 0.2% | $10.0m | 808,748 | 0% | held | |
| 26 | NRG NRG ENERGY INC | Utilities | 0.2% | $8.3m | 52,381 | -6% | reduced |
| 27 | EXC EXELON CORP | Utilities | 0.2% | $8.3m | 191,092 | 9% | added |
| 28 | SIMPLIFY EXCHANGE TRADED FUN | 0.2% | $7.7m | 298,594 | 0% | held | |
| 29 | NFG NATIONAL FUEL GAS CO | Energy | 0.2% | $7.6m | 94,501 | -1% | reduced |
| 30 | TLN TALEN ENERGY CORP | Utilities | 0.1% | $5.9m | 15,761 | -1% | reduced |
| 31 | XEL XCEL ENERGY INC | Utilities | 0.1% | $5.7m | 76,694 | -46% | reduced |
| 32 | GEV GE VERNOVA INC | Industrials | 0.1% | $5.4m | 8,292 | -1% | reduced |
| 33 | CTRI CENTURI HOLDINGS INC | Utilities | 0.1% | $5.0m | 198,161 | – | new |
| 34 | AQN ALGONQUIN PWR UTILS CORP | Utilities | 0.1% | $4.7m | 770,878 | -1% | reduced |
| 35 | PG&E CORP | 0.1% | $4.4m | 108,000 | -67% | reduced | |
| 36 | PWR QUANTA SVCS INC | Industrials | 0.1% | $4.4m | 10,350 | -89% | reduced |
| 37 | POWL POWELL INDS INC | Industrials | 0.1% | $3.5m | 11,059 | – | new |
| 38 | PAGPEUR PLAINS GP HLDGS L P | 0.1% | $3.4m | 175,372 | -2% | reduced | |
| 39 | AES AES CORP | Utilities | 0.1% | $3.3m | 231,750 | – | new |
| 40 | NEXTERA ENERGY INC | 0.1% | $2.9m | 60,000 | 140% | added | |
| 41 | NXE NEXGEN ENERGY LTD | Energy | 0.1% | $2.9m | 313,888 | – | new |
| 42 | CCJ CAMECO CORP | Energy | 0.1% | $2.7m | 29,545 | 116% | added |
| 43 | KGS KODIAK GAS SVCS INC | Energy | 0.0% | $1.5m | 41,035 | -2% | reduced |
| 44 | GLP GLOBAL PARTNERS LP | 0.0% | $1.3m | 31,925 | 0% | held |
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.