KAYNE ANDERSON CAPITAL ADVISORS LP portfolio
Managed by . 48 reported positions worth $5.2B as of 2026-03-31, filed with the SEC on 2026-05-11. Parsed from the filing itself, not a reseller.
Every position on this page is a snapshot of 2026-03-31. It was already 41 days old on 2026-05-11, the day it first became public. Today it is 134 days old.
That lag is the law, not a service level — Rule 13f-1 gives managers 45 days after quarter end to file, and no product can shorten it. A fund can have sold every share below before you read this sentence. Treat it as a record of what happened, never as a position you can follow.
Positions opened and closed
Against its 2025-12-31 filing. This is the part worth reading — the holdings table below is mostly years old.
| Ticker | Issuer | Value | Shares | % of book |
|---|---|---|---|---|
| MPC | MARATHON PETE CORP | $39.1M | 159,988 | 0.75% |
| SWX | SOUTHWEST GAS HLDGS INC | $18.8M | 216,680 | 0.36% |
| SUNC | SUNOCOCORP LLC | $13.4M | 216,889 | 0.26% |
| USAC | USA COMPRESSION PARTNERS LP | $6.8M | 250,946 | 0.13% |
| IDA | IDACORP INC | $5.5M | 38,502 | 0.11% |
| VST | VISTRA CORP | $5.2M | 34,412 | 0.10% |
| AEP | AMERICAN ELEC PWR CO INC | $4.6M | 35,263 | 0.09% |
| CEG | CONSTELLATION ENERGY CORP | $4.5M | 16,180 | 0.09% |
| BWXT | BWX TECHNOLOGIES INC | $1.7M | 8,399 | 0.03% |
| MWH | SOLV ENERGY INC | $1.4M | 45,674 | 0.03% |
| FSLR | FIRST SOLAR INC | $940,733 | 4,769 | 0.02% |
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| ET | ENERGY TRANSFER L P | $474.4M | 24,582,320 | 9.09% | +3% |
| LNG | CHENIERE ENERGY INC | $471.5M | 1,661,622 | 9.04% | +6% |
| OKE | ONEOK INC NEW | $349.3M | 3,864,461 | 6.70% | +6% |
| ENB | ENBRIDGE INC | $330.0M | 6,095,939 | 6.33% | +33% |
| PAA | PLAINS ALL AMERN PIPELINE L | $138.5M | 6,200,636 | 2.65% | +21% |
| KGS | KODIAK GAS SVCS INC | $36.3M | 622,969 | 0.70% | +1418% |
| AROC | ARCHROCK INC | $34.7M | 996,468 | 0.66% | +81% |
| KNRG | SIMPLIFY EXCHANGE TRADED FUN | $10.2M | 399,553 | 0.19% | +34% |
| NFG | NATIONAL FUEL GAS CO | $10.0M | 106,322 | 0.19% | +13% |
| NRG | NRG ENERGY INC | $9.4M | 64,239 | 0.18% | +23% |
| XEL | XCEL ENERGY INC | $7.7M | 97,379 | 0.15% | +27% |
| PAGP | PLAINS GP HLDGS L P | $4.8M | 197,711 | 0.09% | +13% |
| CCJ | CAMECO CORP | $3.7M | 34,139 | 0.07% | +16% |
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| POWL | POWELL INDS INC | $1.7M | 3,139 | 0.03% | -72% |
| CTRI | CENTURI HOLDINGS INC | $2.9M | 98,861 | 0.06% | -50% |
| PPL | PPL CORP | $7.6M | 200,042 | 0.15% | -47% |
| EE | EXCELERATE ENERGY INC | $21.6M | 646,535 | 0.41% | -29% |
| TLN | TALEN ENERGY CORP | $3.7M | 11,549 | 0.07% | -27% |
| DTM | DT MIDSTREAM INC | $87.5M | 649,976 | 1.68% | -25% |
| PWR | QUANTA SVCS INC | $4.6M | 8,369 | 0.09% | -19% |
| SRE | SEMPRA | $75.4M | 776,402 | 1.45% | -19% |
| GEV | GE VERNOVA INC | $6.0M | 6,873 | 0.12% | -17% |
| KMI | KINDER MORGAN INC DEL | $367.3M | 10,954,067 | 7.04% | -13% |
| WMB | WILLIAMS COS INC | $487.9M | 6,703,243 | 9.35% | -12% |
| TRGP | TARGA RES CORP | $195.0M | 777,603 | 3.74% | -10% |
| TRP | TC ENERGY CORP | $301.6M | 4,817,663 | 5.78% | -10% |
| PBA | PEMBINA PIPELINE CORP | $71.9M | 1,606,533 | 1.38% | -9% |
| HESM | HESS MIDSTREAM LP | $58.7M | 1,511,093 | 1.13% | -8% |
All reported holdings
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| EPD | ENTERPRISE PRODS PARTNERS L | $493.1M | 13,031,597 | 9.45% | — |
| WMB | WILLIAMS COS INC | $487.9M | 6,703,243 | 9.35% | — |
| ET | ENERGY TRANSFER L P | $474.4M | 24,582,320 | 9.09% | — |
| LNG | CHENIERE ENERGY INC | $471.5M | 1,661,622 | 9.04% | — |
| MPLX | MPLX LP | $389.6M | 6,826,567 | 7.47% | — |
| KMI | KINDER MORGAN INC DEL | $367.3M | 10,954,067 | 7.04% | — |
| OKE | ONEOK INC NEW | $349.3M | 3,864,461 | 6.70% | — |
| ENB | ENBRIDGE INC | $330.0M | 6,095,939 | 6.33% | — |
| TRP | TC ENERGY CORP | $301.6M | 4,817,663 | 5.78% | — |
| MNR | MACH NATURAL RESOURCES LP | $265.4M | 18,960,034 | 5.09% | — |
| TRGP | TARGA RES CORP | $195.0M | 777,603 | 3.74% | — |
| WES | WESTERN MIDSTREAM PARTNERS L | $161.3M | 3,918,091 | 3.09% | — |
| PAA | PLAINS ALL AMERN PIPELINE L | $138.5M | 6,200,636 | 2.65% | — |
| AM | ANTERO MIDSTREAM CORP | $96.9M | 4,248,708 | 1.86% | — |
| DTM | DT MIDSTREAM INC | $87.5M | 649,976 | 1.68% | — |
| SRE | SEMPRA | $75.4M | 776,402 | 1.45% | — |
| PBA | PEMBINA PIPELINE CORP | $71.9M | 1,606,533 | 1.38% | — |
| ETR | ENTERGY CORP NEW | $67.7M | 602,401 | 1.30% | — |
| HESM | HESS MIDSTREAM LP | $58.7M | 1,511,093 | 1.13% | — |
| CNP | CENTERPOINT ENERGY INC | $53.7M | 1,244,218 | 1.03% | — |
| MPC | MARATHON PETE CORP | $39.1M | 159,988 | 0.75% | — |
| KGS | KODIAK GAS SVCS INC | $36.3M | 622,969 | 0.70% | — |
| AROC | ARCHROCK INC | $34.7M | 996,468 | 0.66% | — |
| EE | EXCELERATE ENERGY INC | $21.6M | 646,535 | 0.41% | — |
| SWX | SOUTHWEST GAS HLDGS INC | $18.8M | 216,680 | 0.36% | — |
| SUNC | SUNOCOCORP LLC | $13.4M | 216,889 | 0.26% | — |
| KYN | KAYNE ANDERSON ENERGY INFRST | $11.5M | 808,748 | 0.22% | — |
| KNRG | SIMPLIFY EXCHANGE TRADED FUN | $10.2M | 399,553 | 0.19% | — |
| NFG | NATIONAL FUEL GAS CO | $10.0M | 106,322 | 0.19% | — |
| NRG | NRG ENERGY INC | $9.4M | 64,239 | 0.18% | — |
| XEL | XCEL ENERGY INC | $7.7M | 97,379 | 0.15% | — |
| PPL | PPL CORP | $7.6M | 200,042 | 0.15% | — |
| USAC | USA COMPRESSION PARTNERS LP | $6.8M | 250,946 | 0.13% | — |
| GEV | GE VERNOVA INC | $6.0M | 6,873 | 0.12% | — |
| IDA | IDACORP INC | $5.5M | 38,502 | 0.11% | — |
| VST | VISTRA CORP | $5.2M | 34,412 | 0.10% | — |
| PAGP | PLAINS GP HLDGS L P | $4.8M | 197,711 | 0.09% | — |
| AEP | AMERICAN ELEC PWR CO INC | $4.6M | 35,263 | 0.09% | — |
| PWR | QUANTA SVCS INC | $4.6M | 8,369 | 0.09% | — |
| CEG | CONSTELLATION ENERGY CORP | $4.5M | 16,180 | 0.09% | — |
| CCJ | CAMECO CORP | $3.7M | 34,139 | 0.07% | — |
| TLN | TALEN ENERGY CORP | $3.7M | 11,549 | 0.07% | — |
| CTRI | CENTURI HOLDINGS INC | $2.9M | 98,861 | 0.06% | — |
| BWXT | BWX TECHNOLOGIES INC | $1.7M | 8,399 | 0.03% | — |
| POWL | POWELL INDS INC | $1.7M | 3,139 | 0.03% | — |
| MWH | SOLV ENERGY INC | $1.4M | 45,674 | 0.03% | — |
| GLP | GLOBAL PARTNERS LP | $1.3M | 31,925 | 0.03% | — |
| FSLR | FIRST SOLAR INC | $940,733 | 4,769 | 0.02% | — |
Rows are aggregated by CUSIP — a manager files the same security multiple times when different internal desks hold it. Tickers link to our own backtest of that asset where we cover it.
This page was built from one document: the 2026-03-31 Form 13F info table filed by KAYNE ANDERSON CAPITAL ADVISORS LP (CIK 949615, accession 0001140361-26-020445). Every other 13F site is reading the same file.
If anything here disagrees with it, the filing wins — and we would want to know. All 13F filings by this manager
A 13F is a long-only equity snapshot, and the holes in it are structural. Anyone selling you this data as "what the smart money is doing" is selling you one leg of a position:
- No short positions. None, ever. A fund shown here as bullish may be net short the same name through a book you cannot see.
- No cash, bonds, FX, commodities or non-US listings. A macro fund's entire thesis can be invisible.
- No intra-quarter round trips. Bought and sold inside the same quarter means it never appears at all.
- Options are notional, not ownership. We keep puts and calls in a separate bucket rather than adding their notional into a fund's book size, which is how a $2B fund gets reported as a $20B one.
- Confidential treatment. Managers can ask the SEC to withhold a position while they build it. Those holdings are legally absent from the filing, so a "new" position may be months old.
Tested and published by IndicatorEdge · backtest grid generated 2026-06-25 · base rates recomputed 2026-07-31 · how we test
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