KAYNE ANDERSON CAPITAL ADVISORS LP

Fundamental concentrated ★Highest signal utilities specialist (74%) CIK 949615
League rank
#949
in Fundamental concentrated · #7313 overall
Long book
$5.22B
Q1 2026
Positions
48
Top-10 weight
75%
concentration
Last quarter
+0.0%
SPY +14.8%
Turnover
33%
of book per quarter

Strategy in plain words

auto-generated from filings

KAYNE ANDERSON CAPITAL ADVISORS LP is a concentrated fundamental stock-picker, specialised in utilities (74% of the long book), running a $5.22B US long book across 48 positions.

The portfolio is extremely concentrated — the top 10 positions are almost the whole book. The portfolio is actively managed, with meaningful quarterly turnover. Current anchor positions: ENTERPRISE PRODUCTS PARTNERS, WILLIAMS COS INC, ENERGY TRANSFER LP, CHENIERE ENERGY INC, MPLX LP.

Over the last 9 quarters its long book ran on average 1.2pp per quarter ahead of the S&P 500, beating the index in 5 of 9 quarters. We rate its filings highest-signal: new buys here are worth attention.

Implied long-book return vs S&P 500

methodology: positions priced quarterly, no shorts/options
Fund long book S&P 500
Q1 2024
+6.4%
Q2 2024
+7.6%
Q3 2024
+11.7%
Q4 2024
+6.3%
Q1 2025
-1.1%
Q2 2025
+0.6%
Q3 2025
-1.4%
Q4 2025
+21.4%
Q1 2026
+0.0%

Sector allocation

Utilities
78%
Energy
21%
Industrials
0%
Materials
0%
Consumer discretionary
0%
Technology
0%

Long book by quarter

$3.56B
Q1 2024
$3.72B
Q2 2024
$3.92B
Q3 2024
$4.23B
Q4 2024
$4.52B
Q1 2025
$4.30B
Q2 2025
$4.53B
Q3 2025
$4.40B
Q4 2025
$5.22B
Q1 2026

What does KAYNE ANDERSON own?

Q1 2026 13F
CompanySectorSharesValue% of bookChange
EPD ENTERPRISE PRODUCTS PARTNERSUtilities13.0M$493.1M9.5%-2.4%
WMB WILLIAMS COS INCUtilities6.7M$487.9M9.4%-12.4%
ET ENERGY TRANSFER LPUtilities24.6M$474.4M9.1%+2.6%
LNG CHENIERE ENERGY INCUtilities1.7M$471.5M9.0%+5.7%
MPLX MPLX LPEnergy6.8M$389.6M7.5%-5.5%
KMI KINDER MORGAN INCUtilities11.0M$367.3M7.0%-13.2%
OKE ONEOK INCUtilities3.9M$349.3M6.7%+6.4%
ENB ENBRIDGE INCEnergy6.1M$330.0M6.3%+32.6%
TRP TC ENERGY CORPUtilities4.8M$301.6M5.8%-9.9%
TRGP TARGA RESOURCES CORPUtilities777.6K$195.0M3.7%-10.1%
WES WESTERN MIDSTREAM PARTNERS LUtilities3.9M$161.3M3.1%+0.4%
PAA PLAINS ALL AMER PIPELINE LPEnergy6.2M$138.5M2.7%+21.1%
AM ANTERO MIDSTREAM CORPUtilities4.2M$96.9M1.9%-6.3%
DTM DT MIDSTREAM INCUtilities650.0K$87.5M1.7%-24.7%
SRE SEMPRAUtilities776.4K$75.4M1.4%-19.0%
PBA PEMBINA PIPELINE CORPEnergy1.6M$71.9M1.4%-9.0%
ETR ENTERGY CORPUtilities602.4K$67.7M1.3%-1.6%
HESM HESS MIDSTREAM LP - CLASS AEnergy1.5M$58.7M1.1%-8.2%
CNP CENTERPOINT ENERGY INCUtilities1.2M$53.7M1.0%+0.8%
MPC MARATHON PETROLEUM CORPEnergy160.0K$39.1M0.7%New
KGS KODIAK GAS SERVICES INCUtilities623.0K$36.3M0.7%+1418.1%
AROC ARCHROCK INCUtilities996.5K$34.7M0.7%+80.6%
EE EXCELERATE ENERGY INC-AUtilities646.5K$21.6M0.4%-29.0%
SWX SOUTHWEST GAS HOLDINGS INCUtilities216.7K$18.8M0.4%New
SUNC SUNOCOCORP LLCEnergy216.9K$13.4M0.3%New
NFG NATIONAL FUEL GAS COUtilities106.3K$10.0M0.2%+12.5%
NRG NRG ENERGY INCUtilities64.2K$9.4M0.2%+22.6%
XEL XCEL ENERGY INCUtilities97.4K$7.7M0.1%+27.0%
PPL PPL CORPUtilities200.0K$7.6M0.1%-46.8%
USAC USA COMPRESSION PARTNERS LPUtilities250.9K$6.8M0.1%New
GEV GE VERNOVA INCIndustrials6.9K$6.0M0.1%-17.1%
IDA IDACORP INCUtilities38.5K$5.5M0.1%New
VST VISTRA CORPUtilities34.4K$5.2M0.1%New
AEP AMERICAN ELECTRIC POWERUtilities35.3K$4.6M0.1%New
PWR QUANTA SERVICES INCIndustrials8.4K$4.6M0.1%-19.1%
CEG CONSTELLATION ENERGYUtilities16.2K$4.5M0.1%New
CCJ CAMECO CORPMaterials34.1K$3.7M0.1%+15.5%
TLN TALEN ENERGY CORPUtilities11.5K$3.7M0.1%-26.7%
CTRI CENTURI HOLDINGS INCUtilities98.9K$2.9M0.1%-50.1%
BWXT BWX TECHNOLOGIES INCIndustrials8.4K$1.7M0.0%New
POWL POWELL INDUSTRIES INCIndustrials3.1K$1.7M0.0%-71.6%
MWH SOLV ENERGY INC-CL AIndustrials45.7K$1.4M0.0%New
GLP GLOBAL PARTNERS LPConsumer discretionary31.9K$1.3M0.0%Held
FSLR FIRST SOLAR INCTechnology4.8K$941K0.0%New

13F filing history

PeriodFormFiledEntriesReported valueFlagsSource
Q1 202613F-HRMay 11, 202674$5.22B canonicalSEC ↗
Q4 202513F-HRFeb 13, 202666$4.40B canonicalSEC ↗
Q3 202513F-HRNov 10, 202573$4.56B canonicalSEC ↗
Q2 202513F-HR/ARESTATEMENTAug 11, 202568$4.32B canonicalSEC ↗
Q2 202513F-HRAug 6, 202566$4.30B SEC ↗
Q1 202513F-HRMay 5, 202570$4.53B canonicalSEC ↗
Q4 202413F-HRFeb 10, 202572$4.24B canonicalSEC ↗
Q3 202413F-HRNov 7, 202470$3.92B canonicalSEC ↗
Q2 202413F-HRAug 9, 202480$3.72B canonicalSEC ↗
Q1 202413F-HRMay 6, 202488$3.56B canonicalSEC ↗