Kayne Anderson Capital Advisors LP 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Kayne Anderson Capital Advisors LP disclosed 48 US equity positions worth $5.2bn in its Q1 2026 13F filing. The largest position was EPD at 9.5% of the reported book, followed by WMB and ET.
What did Kayne Anderson Capital Advisors LP own in Q1 2026? Top 48 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | EPD ENTERPRISE PRODS PARTNERS L | Energy | 9.5% | $493.1m | 13,031,597 | – | |
| 2 | WMB WILLIAMS COS INC | Energy | 9.4% | $487.9m | 6,703,243 | – | |
| 3 | ET ENERGY TRANSFER L P | Energy | 9.1% | $474.4m | 24,582,320 | – | |
| 4 | LNG CHENIERE ENERGY INC | Energy | 9.0% | $471.5m | 1,661,622 | – | |
| 5 | MPLX MPLX LP | Energy | 7.5% | $389.6m | 6,826,567 | – | |
| 6 | KMI KINDER MORGAN INC DEL | Energy | 7.0% | $367.3m | 10,954,067 | – | |
| 7 | OKE ONEOK INC NEW | Energy | 6.7% | $349.3m | 3,864,461 | – | |
| 8 | ENB ENBRIDGE INC | Energy | 6.3% | $330.0m | 6,095,939 | – | |
| 9 | TRP TC ENERGY CORP | Energy | 5.8% | $301.6m | 4,817,663 | – | |
| 10 | MACH NATURAL RESOURCES LP | 5.1% | $265.4m | 18,960,034 | – | ||
| 11 | TRGP TARGA RES CORP | Energy | 3.7% | $195.0m | 777,603 | – | |
| 12 | WES WESTERN MIDSTREAM PARTNERS L | 3.1% | $161.3m | 3,918,091 | – | ||
| 13 | PAA PLAINS ALL AMERN PIPELINE L | Energy | 2.7% | $138.5m | 6,200,636 | – | |
| 14 | AM ANTERO MIDSTREAM CORP | Energy | 1.9% | $96.9m | 4,248,708 | – | |
| 15 | DTM DT MIDSTREAM INC | Energy | 1.7% | $87.5m | 649,976 | – | |
| 16 | SRE SEMPRA | Utilities | 1.4% | $75.4m | 776,402 | – | |
| 17 | PBA PEMBINA PIPELINE CORP | Energy | 1.4% | $71.9m | 1,606,533 | – | |
| 18 | ETR ENTERGY CORP NEW | Utilities | 1.3% | $67.7m | 602,401 | – | |
| 19 | HESM HESS MIDSTREAM LP | Energy | 1.1% | $58.7m | 1,511,093 | – | |
| 20 | CNP CENTERPOINT ENERGY INC | Utilities | 1.0% | $53.7m | 1,244,218 | – | |
| 21 | MPC MARATHON PETE CORP | Energy | 0.7% | $39.1m | 159,988 | – | |
| 22 | KGS KODIAK GAS SVCS INC | Energy | 0.7% | $36.3m | 622,969 | – | |
| 23 | AROC ARCHROCK INC | Energy | 0.7% | $34.7m | 996,468 | – | |
| 24 | EE EXCELERATE ENERGY INC | Energy | 0.4% | $21.6m | 646,535 | – | |
| 25 | SWX SOUTHWEST GAS HLDGS INC | Utilities | 0.4% | $18.8m | 216,680 | – | |
| 26 | SUNC SUNOCOCORP LLC | Energy | 0.3% | $13.4m | 216,889 | – | |
| 27 | KYN KAYNE ANDERSON ENERGY INFRST | 0.2% | $11.5m | 808,748 | – | ||
| 28 | SIMPLIFY EXCHANGE TRADED FUN | 0.2% | $10.2m | 399,553 | – | ||
| 29 | NFG NATIONAL FUEL GAS CO | Energy | 0.2% | $10.0m | 106,322 | – | |
| 30 | NRG NRG ENERGY INC | Utilities | 0.2% | $9.4m | 64,239 | – | |
| 31 | XEL XCEL ENERGY INC | Utilities | 0.1% | $7.7m | 97,379 | – | |
| 32 | PPL PPL CORP | Utilities | 0.1% | $7.6m | 200,042 | – | |
| 33 | USAC USA COMPRESSION PARTNERS LP | 0.1% | $6.8m | 250,946 | – | ||
| 34 | GEV GE VERNOVA INC | Industrials | 0.1% | $6.0m | 6,873 | – | |
| 35 | IDA IDACORP INC | Utilities | 0.1% | $5.5m | 38,502 | – | |
| 36 | VST VISTRA CORP | Utilities | 0.1% | $5.2m | 34,412 | – | |
| 37 | PAGPEUR PLAINS GP HLDGS L P | 0.1% | $4.8m | 197,711 | – | ||
| 38 | AEP AMERICAN ELEC PWR CO INC | Utilities | 0.1% | $4.6m | 35,263 | – | |
| 39 | PWR QUANTA SVCS INC | Industrials | 0.1% | $4.6m | 8,369 | – | |
| 40 | CEG CONSTELLATION ENERGY CORP | Utilities | 0.1% | $4.5m | 16,180 | – | |
| 41 | CCJ CAMECO CORP | Energy | 0.1% | $3.7m | 34,139 | – | |
| 42 | TLN TALEN ENERGY CORP | Utilities | 0.1% | $3.7m | 11,549 | – | |
| 43 | CTRI CENTURI HOLDINGS INC | Utilities | 0.1% | $2.9m | 98,861 | – | |
| 44 | BWXT BWX TECHNOLOGIES INC | Industrials | 0.0% | $1.7m | 8,399 | – | |
| 45 | POWL POWELL INDS INC | Industrials | 0.0% | $1.7m | 3,139 | – | |
| 46 | MWH SOLV ENERGY INC | Utilities | 0.0% | $1.4m | 45,674 | – | |
| 47 | GLP GLOBAL PARTNERS LP | 0.0% | $1.3m | 31,925 | – | ||
| 48 | FSLR FIRST SOLAR INC | Technology | 0.0% | $940.7k | 4,769 | – |
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.