Kayne Anderson Capital Advisors LP 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Kayne Anderson Capital Advisors LP disclosed 53 US equity positions worth $5.1bn in its Q2 2026 13F filing. The largest position was WMB at 9.8% of the reported book, followed by EPD and ET. Against the Q1 2026 filing, it opened 8 new positions, added to 16 and reduced 19 among the top 50 holdings.
What did Kayne Anderson Capital Advisors LP own in Q2 2026? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | WMB WILLIAMS COS INC | Energy | 9.8% | $500.3m | 6,729,960 | 0% | held |
| 2 | EPD ENTERPRISE PRODS PARTNERS L | Energy | 9.3% | $473.1m | 12,869,425 | -1% | reduced |
| 3 | ET ENERGY TRANSFER L P | Energy | 9.1% | $462.1m | 24,166,229 | -2% | reduced |
| 4 | LNG CHENIERE ENERGY INC | Energy | 8.9% | $456.2m | 1,908,577 | 15% | added |
| 5 | OKE ONEOK INC NEW | Energy | 6.6% | $336.0m | 3,864,249 | -0% | held |
| 6 | MPLX MPLX LP | Energy | 6.5% | $330.3m | 5,862,925 | -14% | reduced |
| 7 | KMI KINDER MORGAN INC DEL | Energy | 5.8% | $297.7m | 9,310,932 | -15% | reduced |
| 8 | ENB ENBRIDGE INC | Energy | 5.3% | $272.6m | 5,029,159 | -17% | reduced |
| 9 | TRGP TARGA RES CORP | Energy | 5.1% | $260.3m | 970,898 | 25% | added |
| 10 | TRP TC ENERGY CORP | Energy | 5.1% | $260.0m | 3,922,519 | -19% | reduced |
| 11 | MACH NATURAL RESOURCES LP | 3.8% | $196.1m | 15,517,713 | -18% | reduced | |
| 12 | WES WESTERN MIDSTREAM PARTNERS L | 3.4% | $171.9m | 3,928,197 | 0% | held | |
| 13 | PAA PLAINS ALL AMERN PIPELINE L | Energy | 2.7% | $137.8m | 6,191,802 | -0% | held |
| 14 | PBA PEMBINA PIPELINE CORP | Energy | 1.9% | $97.7m | 2,112,513 | 31% | added |
| 15 | DTM DT MIDSTREAM INC | Energy | 1.9% | $94.5m | 644,326 | -1% | reduced |
| 16 | KGS KODIAK GAS SVCS INC | Energy | 1.7% | $84.8m | 1,128,985 | 81% | added |
| 17 | SRE SEMPRA | Utilities | 1.4% | $73.4m | 791,520 | 2% | added |
| 18 | VG VENTURE GLOBAL INC | Energy | 1.3% | $63.9m | 5,743,473 | – | new |
| 19 | CNP CENTERPOINT ENERGY INC | Utilities | 1.1% | $56.5m | 1,282,748 | 3% | added |
| 20 | SUNC SUNOCOCORP LLC | Energy | 1.1% | $55.4m | 819,337 | 278% | added |
| 21 | MPC MARATHON PETE CORP | Energy | 1.0% | $52.8m | 206,525 | 29% | added |
| 22 | AM ANTERO MIDSTREAM CORP | Energy | 1.0% | $49.9m | 2,192,659 | -48% | reduced |
| 23 | ETR ENTERGY CORP NEW | Utilities | 0.9% | $44.1m | 384,367 | -36% | reduced |
| 24 | AROC ARCHROCK INC | Energy | 0.8% | $39.3m | 964,888 | -3% | reduced |
| 25 | EE EXCELERATE ENERGY INC | Energy | 0.5% | $25.2m | 664,577 | 3% | added |
| 26 | SWX SOUTHWEST GAS HLDGS INC | Utilities | 0.5% | $23.7m | 266,765 | 23% | added |
| 27 | OXY OCCIDENTAL PETE CORP | Energy | 0.3% | $16.9m | 346,953 | – | new |
| 28 | BP BP PLC | Energy | 0.3% | $16.3m | 441,511 | – | new |
| 29 | HESM HESS MIDSTREAM LP | Energy | 0.3% | $15.5m | 411,563 | -73% | reduced |
| 30 | GLP GLOBAL PARTNERS LP | 0.3% | $13.3m | 285,481 | 794% | added | |
| 31 | CVX CHEVRON CORPORATION | Energy | 0.2% | $12.0m | 72,254 | – | new |
| 32 | SIMPLIFY EXCHANGE TRADED FUN | 0.2% | $10.3m | 399,553 | 0% | held | |
| 33 | PPL PPL CORP | Utilities | 0.2% | $10.1m | 277,802 | 39% | added |
| 34 | D DOMINION ENERGY INC | Utilities | 0.2% | $9.2m | 134,767 | – | new |
| 35 | AEP AMERICAN ELEC PWR CO INC | Utilities | 0.2% | $8.4m | 61,748 | 75% | added |
| 36 | IDA IDACORP INC | Utilities | 0.1% | $7.4m | 49,090 | 27% | added |
| 37 | GEV GE VERNOVA INC | Industrials | 0.1% | $6.9m | 5,845 | -15% | reduced |
| 38 | USAC USA COMPRESSION PARTNERS LP | 0.1% | $6.6m | 250,946 | 0% | held | |
| 39 | NRG NRG ENERGY INC | Utilities | 0.1% | $6.1m | 41,996 | -35% | reduced |
| 40 | PWR QUANTA SVCS INC | Industrials | 0.1% | $5.3m | 7,362 | -12% | reduced |
| 41 | PAGPEUR PLAINS GP HLDGS L P | 0.1% | $4.8m | 197,711 | 0% | held | |
| 42 | NFG NATIONAL FUEL GAS CO | Energy | 0.1% | $4.6m | 59,763 | -44% | reduced |
| 43 | SUN SUNOCO LP/SUNOCO FIN CORP | Energy | 0.1% | $3.9m | 57,396 | – | new |
| 44 | CCJ CAMECO CORP | Energy | 0.1% | $3.8m | 37,214 | 9% | added |
| 45 | L LOEWS CORP | Financial Services | 0.1% | $2.8m | 24,744 | – | new |
| 46 | CEG CONSTELLATION ENERGY CORP | Utilities | 0.1% | $2.8m | 11,084 | -31% | reduced |
| 47 | POWL POWELL INDS INC | Industrials | 0.1% | $2.7m | 9,572 | 205% | added |
| 48 | TLN TALEN ENERGY CORP | Utilities | 0.1% | $2.7m | 6,928 | -40% | reduced |
| 49 | PRIM PRIMORIS SVCS CORP | Industrials | 0.0% | $2.5m | 25,359 | – | new |
| 50 | VST VISTRA CORP | Utilities | 0.0% | $2.5m | 15,553 | -55% | reduced |
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.