Kayne Anderson Capital Advisors LP
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 11, 2026), Kayne Anderson Capital Advisors LP reported 53 stock positions worth $5.1 billion. Its top holding was Williams Cos (WMB) at 9.8% of the portfolio, followed by Enterprise Products Partners (EPD, 9.3%) and Energy Transfer (ET, 9.1%). Compared with Q1 2026, it opened 9 new positions, sold out of 4, added to 20 and reduced 21. The biggest buy was Targa Resources (TRGP, shares +25%) and the biggest sale Mach Natural Resources (MNR, shares −18%).
- Most Recent 13F
- Q2 2026
- Location
- LOS ANGELES, CA
- CIK
- 0000949615
- Portfolio Value
- $5.1B (Q2 2026)
- SEC Filing
- 0001140361-26-032192 ↗ filed Aug 11, 2026
Holdings Value
Holdings 53 stocks · $5.1B
| WMB Williams Cos Inc. | 9.81% | 6,729,960 | $500.3M | Add +0.4% |
| EPD Enterprise Products Partners | 9.28% | 12,869,425 | $473.1M | Reduce -1.2% |
| ET Energy Transfer LP | 9.06% | 24,166,229 | $462.1M | Reduce -1.7% |
| LNG Cheniere Energy Inc. | 8.95% | 1,908,577 | $456.2M | Add +14.9% |
| OKE Oneok Inc. | 6.59% | 3,864,249 | $336.0M | Reduce -0.0% |
| MPLX MPLX LP | 6.48% | 5,862,925 | $330.3M | Reduce -14.1% |
| KMI Kinder Morgan Inc. | 5.84% | 9,310,932 | $297.7M | Reduce -15.0% |
| ENB Enbridge Inc. | 5.35% | 5,029,159 | $272.6M | Reduce -17.5% |
| TRGP Targa Resources Corp. | 5.11% | 970,898 | $260.3M | Add +24.9% |
| TRP TC Energy Corp. | 5.10% | 3,922,519 | $260.0M | Reduce -18.6% |
| MNR Mach Natural Resources LP | 3.85% | 15,517,713 | $196.1M | Reduce -18.2% |
| WES Western Midstream Partners L | 3.37% | 3,928,197 | $171.9M | Add +0.3% |
| PAA Plains All Amer Pipeline LP | 2.70% | 6,191,802 | $137.8M | Reduce -0.1% |
| PBA Pembina Pipeline Corp. | 1.92% | 2,112,513 | $97.7M | Add +31.5% |
| DTM DT Midstream Inc. | 1.85% | 644,326 | $94.5M | Reduce -0.9% |
| KGS Kodiak Gas Services Inc. | 1.66% | 1,128,985 | $84.8M | Add +81.2% |
| SRE Sempra | 1.44% | 791,520 | $73.4M | Add +1.9% |
| VG Venture Global Inc. Class A | 1.25% | 5,743,473 | $63.9M | New |
| CNP Centerpoint Energy Inc. | 1.11% | 1,282,748 | $56.5M | Add +3.1% |
| SUNC Sunococorp LLC | 1.09% | 819,337 | $55.4M | Add +277.8% |
| MPC Marathon Petroleum Corp. | 1.04% | 206,525 | $52.8M | Add +29.1% |
| AM Antero Midstream Corp. | 0.98% | 2,192,659 | $49.9M | Reduce -48.4% |
| ETR Entergy Corp. | 0.87% | 384,367 | $44.1M | Reduce -36.2% |
| AROC Archrock Inc. | 0.77% | 964,888 | $39.3M | Reduce -3.2% |
| EE Excelerate Energy Inc. Class A | 0.50% | 664,577 | $25.2M | Add +2.8% |
| SWX Southwest Gas Holdings Inc. | 0.46% | 266,765 | $23.7M | Add +23.1% |
| OXY Occidental Petroleum Corp. | 0.33% | 346,953 | $16.9M | New |
| BP BP PLC-Spons ADR | 0.32% | 441,511 | $16.3M | New |
| HESM Hess Midstream LP Class A | 0.30% | 411,563 | $15.5M | Reduce -72.8% |
| GLP Global Partners LP | 0.26% | 285,481 | $13.3M | Add +794.2% |
| CVX Chevron Corp. | 0.23% | 72,254 | $12.0M | New |
| KNRG Smplfy KYN Andr En & Infr CR filed as SIMPLIFY EXCHANGE TRADED FUN | 0.20% | 399,553 | $10.3M | No change |
| PPL PPL Corp. | 0.20% | 277,802 | $10.1M | Add +38.9% |
| D Dominion Energy Inc. | 0.18% | 134,767 | $9.2M | New |
| AEP American Electric Power | 0.17% | 61,748 | $8.4M | Add +75.1% |
| IDA Idacorp Inc. | 0.15% | 49,090 | $7.4M | Add +27.5% |
| GEV GE Vernova Inc. | 0.13% | 5,845 | $6.9M | Reduce -15.0% |
| USAC USA Compression Partners LP | 0.13% | 250,946 | $6.6M | No change |
| NRG NRG Energy Inc. | 0.12% | 41,996 | $6.1M | Reduce -34.6% |
| PWR Quanta Services Inc. | 0.10% | 7,362 | $5.3M | Reduce -12.0% |
| PAGP Plains GP Holdings LP | 0.09% | 197,711 | $4.8M | No change |
| NFG National Fuel Gas Co. | 0.09% | 59,763 | $4.6M | Reduce -43.8% |
| SUN Sunoco LP | 0.08% | 57,396 | $3.9M | New |
| CCJ Cameco Corp. | 0.07% | 37,214 | $3.8M | Add +9.0% |
| L Loews Corp. | 0.06% | 24,744 | $2.8M | New |
| CEG Constellation Energy | 0.05% | 11,084 | $2.8M | Reduce -31.5% |
| POWL Powell Industries Inc. | 0.05% | 9,572 | $2.7M | Add +1.6% |
| TLN Talen Energy Corp. | 0.05% | 6,928 | $2.7M | Reduce -40.0% |
| PRIM Primoris Services Corp. | 0.05% | 25,359 | $2.5M | New |
| VST Vistra Corp. | 0.05% | 15,553 | $2.5M | Reduce -54.8% |
| FSLR First Solar Inc. | 0.04% | 9,730 | $2.3M | Add +104.0% |
| BWXT BWX Technologies Inc. | 0.03% | 8,536 | $1.7M | Add +1.6% |
| EROC Erock Inc. Class A | 0.01% | 49,000 | $711K | New |
Portfolio Sells Q1 2026 → Q2 2026
| MNR Mach Natural Resources LP | Reduce -18.2% | 3.85% | −1.24 |
| KMI Kinder Morgan Inc. | Reduce -15.0% | 5.84% | −1.20 |
| MPLX MPLX LP | Reduce -14.1% | 6.48% | −0.99 |
| ENB Enbridge Inc. | Reduce -17.5% | 5.35% | −0.98 |
| AM Antero Midstream Corp. | Reduce -48.4% | 0.98% | −0.88 |
| HESM Hess Midstream LP Class A | Reduce -72.8% | 0.30% | −0.82 |
| TRP TC Energy Corp. | Reduce -18.6% | 5.10% | −0.68 |
| ETR Entergy Corp. | Reduce -36.2% | 0.87% | −0.43 |
| KYN Kayne Anderson Energy Infra | Sold out | 0.00% | −0.22 |
| EPD Enterprise Products Partners | Reduce -1.2% | 9.28% | −0.17 |
| XEL Xcel Energy Inc. | Sold out | 0.00% | −0.15 |
| OKE Oneok Inc. | Reduce -0.0% | 6.59% | −0.11 |
| NFG National Fuel Gas Co. | Reduce -43.8% | 0.09% | −0.10 |
| NRG NRG Energy Inc. | Reduce -34.6% | 0.12% | −0.06 |
| CTRI Centuri Holdings Inc. | Sold out | 0.00% | −0.06 |
| VST Vistra Corp. | Reduce -54.8% | 0.05% | −0.05 |
| CEG Constellation Energy | Reduce -31.5% | 0.05% | −0.03 |
| ET Energy Transfer LP | Reduce -1.7% | 9.06% | −0.03 |
| MWH Solv Energy Inc. Class A | Sold out | 0.00% | −0.03 |
| TLN Talen Energy Corp. | Reduce -40.0% | 0.05% | −0.02 |
| PWR Quanta Services Inc. | Reduce -12.0% | 0.10% | +0.02 |
| GEV GE Vernova Inc. | Reduce -15.0% | 0.13% | +0.02 |
| PAA Plains All Amer Pipeline LP | Reduce -0.1% | 2.70% | +0.05 |
| AROC Archrock Inc. | Reduce -3.2% | 0.77% | +0.11 |
| DTM DT Midstream Inc. | Reduce -0.9% | 1.85% | +0.18 |
Portfolio Buys Q1 2026 → Q2 2026
| TRGP Targa Resources Corp. | Add +24.9% | 5.11% | +1.37 |
| VG Venture Global Inc. Class A | New | 1.25% | +1.25 |
| KGS Kodiak Gas Services Inc. | Add +81.2% | 1.66% | +0.97 |
| SUNC Sunococorp LLC | Add +277.8% | 1.09% | +0.83 |
| PBA Pembina Pipeline Corp. | Add +31.5% | 1.92% | +0.54 |
| WMB Williams Cos Inc. | Add +0.4% | 9.81% | +0.46 |
| OXY Occidental Petroleum Corp. | New | 0.33% | +0.33 |
| BP BP PLC-Spons ADR | New | 0.32% | +0.32 |
| MPC Marathon Petroleum Corp. | Add +29.1% | 1.04% | +0.29 |
| WES Western Midstream Partners L | Add +0.3% | 3.37% | +0.28 |
| GLP Global Partners LP | Add +794.2% | 0.26% | +0.24 |
| CVX Chevron Corp. | New | 0.23% | +0.23 |
| D Dominion Energy Inc. | New | 0.18% | +0.18 |
| SWX Southwest Gas Holdings Inc. | Add +23.1% | 0.46% | +0.10 |
| EE Excelerate Energy Inc. Class A | Add +2.8% | 0.50% | +0.08 |
| CNP Centerpoint Energy Inc. | Add +3.1% | 1.11% | +0.08 |
| AEP American Electric Power | Add +75.1% | 0.17% | +0.08 |
| SUN Sunoco LP | New | 0.08% | +0.08 |
| L Loews Corp. | New | 0.06% | +0.06 |
| PPL PPL Corp. | Add +38.9% | 0.20% | +0.05 |
| PRIM Primoris Services Corp. | New | 0.05% | +0.05 |
| IDA Idacorp Inc. | Add +27.5% | 0.15% | +0.04 |
| FSLR First Solar Inc. | Add +104.0% | 0.04% | +0.03 |
| POWL Powell Industries Inc. | Add +1.6% | 0.05% | +0.02 |
| EROC Erock Inc. Class A | New | 0.01% | +0.01 |
| CCJ Cameco Corp. | Add +9.0% | 0.07% | +0.00 |
| BWXT BWX Technologies Inc. | Add +1.6% | 0.03% | −0.00 |
| SRE Sempra | Add +1.9% | 1.44% | −0.01 |
| LNG Cheniere Energy Inc. | Add +14.9% | 8.95% | −0.09 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 53 | $5.1B | WMB, EPD, ET, LNG, OKE |
| Q1 2026 | 48 | $5.2B | EPD, WMB, ET, LNG, MPLX |
| Q4 2025 | 42 | $4.4B | WMB, EPD, ET, MPLX, KMI |
| Q3 2025 | 45 | $4.5B | WMB, EPD, ET, LNG, MPLX |
| Q2 2025Amended | 42 | $4.3B | WMB, ET, EPD, MPLX, LNG |
| Q1 2025 | 44 | $4.5B | WMB, EPD, ET, MPLX, LNG |
| Q4 2024 | 45 | $4.2B | ET, EPD, WMB, LNG, KMI |
| Q3 2024 | 46 | $3.9B | WMB, ET, EPD, OKE, TRGP |
| Q2 2024 | 56 | $3.7B | ET, WMB, EPD, TRGP, OKE |
| Q1 2024 | 61 | $3.5B | ET, WMB, EPD, TRGP, OKE |