13FBOX
凯恩·安德森资本 · 13F 持仓分析
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凯恩·安德森资本

KAYNE ANDERSON CAPITAL ADVISORS LPNo.953 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$50.98亿
环比变动 Q1 2026
-$1.19亿-2.3%
持仓股票数
53
新买入
9
加仓
20
减仓
21
清仓
4
持股不变
3
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
威廉姆斯WMB
9.81%9.35%$5.00亿673.0万股$4.88亿670.3万股+2.7万股+0.40%加仓
ENTERPRISE PRODS PARTNERS LEPD
9.28%9.45%$4.73亿1,286.9万股$4.93亿1,303.2万股-16.2万股-1.24%减仓
EENERGY TRANSFER L PET
9.06%9.09%$4.62亿2,416.6万股$4.74亿2,458.2万股-41.6万股-1.69%减仓
切尼尔能源LNG
8.95%9.04%$4.56亿190.9万股$4.72亿166.2万股+24.7万股+14.86%加仓
ONEOKOKE
6.59%6.7%$3.36亿386.4万股$3.49亿386.4万股-212股-0.01%减仓
MMPLXFFUT
6.48%7.47%$3.30亿586.3万股$3.90亿682.7万股-96.4万股-14.12%减仓
KINDER MORGAN DEL COMKMI
5.84%7.04%$2.98亿931.1万股$3.67亿1,095.4万股-164.3万股-15.00%减仓
安桥ENB
5.35%6.33%$2.73亿502.9万股$3.30亿609.6万股-106.7万股-17.50%减仓
Targa资源TRGP
5.11%3.74%$2.60亿97.1万股$1.95亿77.8万股+19.3万股+24.86%加仓
Tc Energy Corp COMMONTRP
5.1%5.78%$2.60亿392.3万股$3.02亿481.8万股-89.5万股-18.58%减仓
MACH NATURAL RESOURCES LP COM UN LT PA INMNR
3.85%5.09%$1.96亿1,551.8万股$2.65亿1,896.0万股-344.2万股-18.16%减仓
WWESTERN MIDSTREAM PAR LPWES
3.37%3.09%$1.72亿392.8万股$1.61亿391.8万股+1.0万股+0.26%加仓
PLAINS ALL AMERN PIPELINE LPAA
2.7%2.65%$1.38亿619.2万股$1.38亿620.1万股-8,834股-0.14%减仓
PEMBINA PIPELINEPBA
1.92%1.38%$9,770.4万211.3万股$7,190.8万160.7万股+50.6万股+31.50%加仓
DT MIDSTREAM COMMON STOCKDTM
1.85%1.68%$9,454.8万64.4万股$8,753.2万65.0万股-5,650股-0.87%减仓
KKODIAK GAS SVCSKGS
1.66%0.7%$8,482.1万112.9万股$3,633.2万62.3万股+50.6万股+81.23%加仓
SEMPRA COMSRE
1.44%1.45%$7,338.2万79.2万股$7,544.3万77.6万股+1.5万股+1.95%加仓
VVENTURE GLOBAL INC CLASS AVG
1.25%$6,392.5万574.3万股$00股+574.3万股新买入
CENTERPOINT ENERGY COMCNP
1.11%1.03%$5,649.2万128.3万股$5,370.0万124.4万股+3.9万股+3.10%加仓
SSUNOCOCORPSUNC
1.09%0.26%$5,544.5万81.9万股$1,337.1万21.7万股+60.2万股+277.77%加仓
马拉松石油MPC
1.04%0.75%$5,280.2万20.7万股$3,906.6万16.0万股+4.7万股+29.09%加仓
ANTERO MIDSTREAMAM
0.98%1.86%$4,988.3万219.3万股$9,687.1万424.9万股-205.6万股-48.39%减仓
EntergyETR
0.87%1.3%$4,414.8万38.4万股$6,768.6万60.2万股-21.8万股-36.19%减仓
AARCHROCK COMAROC
0.77%0.66%$3,928.1万96.5万股$3,467.7万99.6万股-3.2万股-3.17%减仓
EXCELERATE ENERGYEE
0.5%0.41%$2,524.7万66.5万股$2,160.7万64.7万股+1.8万股+2.79%加仓
SOUTHWEST GASSWX
0.46%0.36%$2,365.7万26.7万股$1,882.9万21.7万股+5.0万股+23.11%加仓
西方石油OXY
0.33%$1,685.2万34.7万股$00股+34.7万股新买入
BP SPONSORED ADRBP
0.32%$1,631.4万44.2万股$00股+44.2万股新买入
HESS MIDSTREAM LP CL A SHSHESM
0.3%1.13%$1,547.5万41.2万股$5,873.6万151.1万股-110.0万股-72.76%减仓
GLOBAL PARTNERS LP COM UNITSGLP
0.26%0.03%$1,330.1万28.5万股$134.4万3.2万股+25.4万股+794.22%加仓
雪佛龙CVX
0.23%$1,197.7万7.2万股$00股+7.2万股新买入
SSIMPLIFY EXCHANGE TRADED FUNKNRG
0.2%0.19%$1,027.1万40.0万股$1,015.5万40.0万股00.00%持仓不变
PPL COMPPL
0.2%0.15%$1,009.8万27.8万股$764.2万20.0万股+7.8万股+38.87%加仓
道明尼能源D
0.18%$920.3万13.5万股$00股+13.5万股新买入
美国电力AEP
0.17%0.09%$844.8万6.2万股$462.2万3.5万股+2.6万股+75.11%加仓
IDACORPIDA
0.15%0.11%$742.7万4.9万股$550.5万3.9万股+1.1万股+27.50%加仓
GE VernovaGEV
0.13%0.12%$686.7万5,845股$599.9万6,873股-1,028股-14.96%减仓
USA COMPRESSION PARTNERSUSAC
0.13%0.13%$662.2万25.1万股$680.6万25.1万股00.00%持仓不变
NNRG ENERGYNRG
0.12%0.18%$613.4万4.2万股$938.8万6.4万股-2.2万股-34.63%减仓
QUANTA SVCSPWR
0.1%0.09%$530.1万7,362股$459.5万8,369股-1,007股-12.03%减仓
PLAINS GP L PPAGP
0.09%0.09%$479.8万19.8万股$480.0万19.8万股00.00%持仓不变
NATIONAL FUEL GASNFG
0.09%0.19%$461.4万6.0万股$999.0万10.6万股-4.7万股-43.79%减仓
SSUNBELT RENTALS HOLDINGS INC SHSSUN
0.08%$387.4万5.7万股$00股+5.7万股新买入
卡梅科CCJ
0.07%0.07%$379.1万3.7万股$370.8万3.4万股+3,075股+9.01%加仓
LoewsL
0.05%$280.1万2.5万股$00股+2.5万股新买入
星座能源CEG
0.05%0.09%$275.3万1.1万股$451.8万1.6万股-5,096股-31.50%减仓
PPOWELL INDSPOWL
0.05%0.03%$274.1万9,572股$169.8万3,139股+6,433股+204.94%加仓
TTALEN ENERGYTLN
0.05%0.07%$266.2万6,928股$368.7万1.2万股-4,621股-40.01%减仓
PPRIMORIS SVCSPRIM
0.05%$251.4万2.5万股$00股+2.5万股新买入
VistraVST
0.05%0.1%$246.7万1.6万股$517.3万3.4万股-1.9万股-54.80%减仓

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