Kayne Anderson Capital Advisors LP 13F 持仓 · 2026年Q2
Kayne Anderson Capital Advisors 在 2026年Q2(报告期截至 2026-06-30)的 SEC 13F 申报中报告了 53 只证券,申报市值合计 50.98 亿美元。前几大持仓:WMB(9.81%)、EPD(9.28%)、ET(9.06%)。本季前 25 大持仓中:新建仓 1 只、增持 11 只、减持 13 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | WMB | WILLIAMS COS INC | $500.3M | 9.81% | 6.7M | 增持 |
| 2 | EPD | ENTERPRISE PRODS PARTNERS L | $473.1M | 9.28% | 12.9M | 减持 |
| 3 | ET | ENERGY TRANSFER L P | $462.1M | 9.06% | 24.2M | 减持 |
| 4 | LNG | CHENIERE ENERGY INC | $456.2M | 8.95% | 1.9M | 增持 |
| 5 | OKE | ONEOK INC NEW | $336.0M | 6.59% | 3.9M | 减持 |
| 6 | MPLX | MPLX LP | $330.3M | 6.48% | 5.9M | 减持 |
| 7 | KMI | KINDER MORGAN INC DEL | $297.7M | 5.84% | 9.3M | 减持 |
| 8 | ENB | ENBRIDGE INC | $272.6M | 5.35% | 5.0M | 减持 |
| 9 | TRGP | TARGA RES CORP | $260.3M | 5.11% | 970,898 | 增持 |
| 10 | TRP | TC ENERGY CORP | $260.0M | 5.10% | 3.9M | 减持 |
| 11 | MNR | MACH NATURAL RESOURCES LP | $196.1M | 3.85% | 15.5M | 减持 |
| 12 | WES | WESTERN MIDSTREAM PARTNERS L | $171.9M | 3.37% | 3.9M | 增持 |
| 13 | PAA | PLAINS ALL AMERN PIPELINE L | $137.8M | 2.70% | 6.2M | 减持 |
| 14 | PBA | PEMBINA PIPELINE CORP | $97.7M | 1.92% | 2.1M | 增持 |
| 15 | DTM | DT MIDSTREAM INC | $94.5M | 1.85% | 644,326 | 减持 |
| 16 | KGS | KODIAK GAS SVCS INC | $84.8M | 1.66% | 1.1M | 增持 |
| 17 | SRE | SEMPRA | $73.4M | 1.44% | 791,520 | 增持 |
| 18 | VG | VENTURE GLOBAL INC | $63.9M | 1.25% | 5.7M | 新建仓 |
| 19 | CNP | CENTERPOINT ENERGY INC | $56.5M | 1.11% | 1.3M | 增持 |
| 20 | SUNC | SUNOCOCORP LLC | $55.4M | 1.09% | 819,337 | 增持 |
| 21 | MPC | MARATHON PETE CORP | $52.8M | 1.04% | 206,525 | 增持 |
| 22 | AM | ANTERO MIDSTREAM CORP | $49.9M | 0.98% | 2.2M | 减持 |
| 23 | ETR | ENTERGY CORP NEW | $44.1M | 0.87% | 384,367 | 减持 |
| 24 | AROC | ARCHROCK INC | $39.3M | 0.77% | 964,888 | 减持 |
| 25 | EE | EXCELERATE ENERGY INC | $25.2M | 0.50% | 664,577 | 增持 |
来源:SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓,以及相对上季度的变化。
13F 持仓,最新季度
来源SEC EDGAR13F-HR