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Kayne Anderson Capital Advisors Lp Top Holdings and 13F Report (2025)

About Kayne Anderson Capital Advisors Lp

Investment Activity

  • Kayne Anderson Capital Advisors Lp has $4.24 billion in total holdings as of December 31, 2024.
  • Kayne Anderson Capital Advisors Lp owns shares of 49 different stocks, but just 12 companies or ETFs make up 80% of its holdings.
  • Approximately 8.77% of the portfolio was purchased this quarter.
  • About 10.43% of the portfolio was sold this quarter.
  • This quarter, Kayne Anderson Capital Advisors Lp has purchased 48 new stocks and bought additional shares in 16 stocks.
  • Kayne Anderson Capital Advisors Lp sold shares of 20 stocks and completely divested from 6 stocks this quarter.

Largest Holdings

Energy Transfer
$469,920,023
Williams Companies
$422,287,861
CHENIERE ENERGY INC
$298,460,017
Kinder Morgan
$280,389,296

Largest New Holdings this Quarter

Air Products and Chemicals
$46,201,921 Holding
LINDE PLC
$26,655,044 Holding
PG&E CORP
$14,937,000 Holding
Enphase Energy
$4,534,666 Holding
TALEN ENERGY CORP
$4,473,238 Holding

Largest Purchases this Quarter

TC Energy
1,644,115 shares (about $76.50M)
Enterprise Products Partners
1,947,017 shares (about $61.06M)
Entergy
633,369 shares (about $48.02M)
Air Products and Chemicals
159,295 shares (about $46.20M)
Energy Transfer
1,723,683 shares (about $33.77M)

Largest Sales this Quarter

Targa Resources
457,269 shares (about $81.62M)
ONEOK
734,277 shares (about $73.72M)
Western Midstream Partners
1,637,862 shares (about $62.94M)
Plains All American Pipeline
1,892,127 shares (about $32.32M)
Williams Companies
527,272 shares (about $28.54M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofKayne Anderson Capital Advisors Lp

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Energy Transfer LP stock logo
ET
Energy Transfer
$469,920,023$33,766,950 7.7%23,987,75011.1%Oils/Energy
Enterprise Products Partners L.P. stock logo
EPD
Enterprise Products Partners
$426,124,823$61,058,453 16.7%13,588,16410.0%Oils/Energy
The Williams Companies, Inc. stock logo
WMB
Williams Companies
$422,287,861$28,535,961 -6.3%7,802,80610.0%Oils/Energy
CHENIERE ENERGY INC
$298,460,017$13,401,012 4.7%1,389,0267.0%COM NEW
Kinder Morgan, Inc. stock logo
KMI
Kinder Morgan
$280,389,296$8,680,758 -3.0%10,233,1866.6%Oils/Energy
Mplx Lp stock logo
MPLX
Mplx
$269,670,664$4,833,334 -1.8%5,634,5736.4%Oils/Energy
Targa Resources Corp. stock logo
TRGP
Targa Resources
$262,213,287$81,622,517 -23.7%1,468,9826.2%Oils/Energy
ONEOK, Inc. stock logo
OKE
ONEOK
$257,401,203$73,721,411 -22.3%2,563,7576.1%Oils/Energy
TC Energy Co. stock logo
TRP
TC Energy
$225,310,125$76,500,671 51.4%4,842,2555.3%Oils/Energy
Western Midstream Partners, LP stock logo
WES
Western Midstream Partners
$176,416,220$62,943,037 -26.3%4,590,5864.2%Oils/Energy
Enbridge Inc. stock logo
ENB
Enbridge
$162,373,882$13,424,852 -7.6%3,826,8653.8%Oils/Energy
Pembina Pipeline Co. stock logo
PBA
Pembina Pipeline
$150,119,425$3,415,141 -2.2%4,062,7723.5%Oils/Energy
Sempra stock logo
SRE
Sempra
$99,040,090$9,498,234 10.6%1,129,0482.3%Utilities
Hess Midstream LP stock logo
HESM
Hess Midstream
$96,586,497$1,191,736 -1.2%2,608,3312.3%Oils/Energy
Plains All American Pipeline, L.P. stock logo
PAA
Plains All American Pipeline
$96,433,322$32,317,529 -25.1%5,645,9792.3%Oils/Energy
Entergy Corporation stock logo
ETR
Entergy
$68,245,506$48,022,037 237.5%900,0991.6%Utilities
DT Midstream, Inc. stock logo
DTM
DT Midstream
$67,466,834$1,381,381 -2.0%678,5361.6%Oils/Energy
Air Products and Chemicals, Inc. stock logo
APD
Air Products and Chemicals
$46,201,921$46,201,921 New Holding159,2951.1%Basic Materials
Kinetik Holdings Inc. stock logo
KNTK
Kinetik
$45,102,087$9,295,790 -17.1%795,3111.1%Oils/Energy
Antero Midstream Co. stock logo
AM
Antero Midstream
$44,491,220$538,804 -1.2%2,948,3911.0%Oils/Energy
Archrock, Inc. stock logo
AROC
Archrock
$40,179,031$2,086,379 5.5%1,614,2640.9%Oils/Energy
LINDE PLC
$26,655,044$26,655,044 New Holding63,6660.6%SHS
NEXTERA ENERGY INC
$20,682,646$131,394 -0.6%505,4410.5%UNIT 09/01/2025
Kayne Anderson Energy Infrastructure Fund, Inc. stock logo
KYN
Kayne Anderson Energy Infrastructure Fund
$20,515,4910.0%1,614,1220.5%Financial Services
PG&E Co. stock logo
PCG
PG&E
$16,419,659$3,915,525 31.3%813,6600.4%Utilities
Xcel Energy Inc. stock logo
XEL
Xcel Energy
$15,811,699$681,682 4.5%234,1780.4%Utilities
PG&E CORP
$14,937,000$14,937,000 New Holding300,0000.4%PFD CONV SER A
Plains GP Holdings, L.P. stock logo
PAGP
Plains GP
$14,374,851$16,699,462 -53.7%782,0920.3%Oils/Energy
ARRAY TECHNOLOGIES INC
$12,801,769$12,296,058 2,431.4%17,445,0000.3%NOTE 1.000%12/0
Public Service Enterprise Group Incorporated stock logo
PEG
Public Service Enterprise Group
$12,667,670$1,421,882 12.6%149,9310.3%Utilities
First Solar, Inc. stock logo
FSLR
First Solar
$8,741,856$3,806,960 77.1%49,6020.2%Oils/Energy
GE VERNOVA INC
$8,640,991$581,219 7.2%26,2700.2%COM
Exelon Co. stock logo
EXC
Exelon
$8,075,436$1,155,548 16.7%214,5440.2%Utilities
Brookfield Renewable Partners L.P. stock logo
BEP
Brookfield Renewable Partners
$6,605,362$1,025,231 -13.4%289,8360.2%Utilities
Aris Water Solutions, Inc. stock logo
ARIS
Aris Water Solutions
$6,431,557$12,675,418 -66.3%268,5410.2%Business Services
Clearway Energy, Inc. stock logo
CWEN
Clearway Energy
$6,196,528$1,898,026 44.2%238,3280.1%Oils/Energy
Constellation Energy Co. stock logo
CEG
Constellation Energy
$6,127,864$473,147 8.4%27,3920.1%Oils/Energy
Quanta Services, Inc. stock logo
PWR
Quanta Services
$5,144,346$654,856 -11.3%16,2770.1%Construction
Enphase Energy, Inc. stock logo
ENPH
Enphase Energy
$4,534,666$4,534,666 New Holding66,0260.1%Oils/Energy
ReNew Energy Global Plc stock logo
RNW
ReNew Energy Global
$4,532,408$1,538,307 -25.3%663,6030.1%Oils/Energy
TALEN ENERGY CORP
$4,473,238$4,473,238 New Holding22,2030.1%COM
Sunrun Inc. stock logo
RUN
Sunrun
$3,039,263$3,039,263 New Holding328,5690.1%Oils/Energy
NEXTERA ENERGY INC
$1,951,6000.0%40,0000.0%UNIT 06/01/2027
Kodiak Gas Services, Inc. stock logo
KGS
Kodiak Gas Services
$1,777,942$2,038,968 -53.4%43,5450.0%Oils/Energy
SOUTH BOW CORP
$1,694,259$1,694,259 New Holding71,8820.0%COM
Global Partners LP stock logo
GLP
Global Partners
$1,629,9020.0%35,0140.0%Oils/Energy
Cameco Co. stock logo
CCJ
Cameco
$1,466,0540.0%28,5280.0%Basic Materials
MasTec, Inc. stock logo
MTZ
MasTec
$963,5990.0%7,0780.0%Construction
Sunoco LP stock logo
SUN
Sunoco
$485,1310.0%9,4310.0%Oils/Energy
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$0$72,076,533 -100.0%00.0%Utilities
The AES Co. stock logo
AES
AES
$0$8,062,174 -100.0%00.0%Utilities
Algonquin Power & Utilities Corp. stock logo
AQN
Algonquin Power & Utilities
$0$3,455,774 -100.0%00.0%Utilities
ATLANTICA SUSTAINABLE INFRA
$0$1,552,637 -100.0%00.0%NOTE 4.000% 7/1
Brookfield Renewable Co. stock logo
BEPC
Brookfield Renewable
$0$551,399 -100.0%00.0%Oils/Energy
Phillips 66 stock logo
PSX
Phillips 66
$0$178,903 -100.0%00.0%Oils/Energy

Showing largest 100 holdings. View all holdings.
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