Core Viewpoint - Kayne Anderson Energy Infrastructure Fund, Inc. reported its net asset value and asset coverage ratios as of January 31, 2026, highlighting strong financial metrics and a focus on energy infrastructure investments [1][2]. Financial Summary - As of January 31, 2026, the Company's net assets were $2.5 billion, with a net asset value per share of $14.55 [2]. - The asset coverage ratio for senior securities representing indebtedness was 658%, while the total leverage asset coverage ratio was 495% [2]. - Total assets amounted to $3.444 billion, with total liabilities at $364 million, resulting in net assets of $2.461 billion [3]. Investment Composition - The Company’s investments were primarily in Midstream Energy Companies (95%), with smaller allocations to Power Infrastructure Companies (4%) and Other (1%) [4]. - The ten largest holdings included significant investments in companies such as Enterprise Products Partners L.P. ($337.8 million), Energy Transfer LP ($337.1 million), and The Williams Companies, Inc. ($334.5 million) [4][5]. Company Overview - Kayne Anderson Energy Infrastructure Fund, Inc. is a non-diversified, closed-end management investment company registered under the Investment Company Act of 1940, focusing on high after-tax total returns through cash distributions to stockholders [6]. - The Company aims to invest at least 80% of its total assets in securities of Energy Infrastructure Companies [6].

Core Insights - Kayne Anderson Energy Infrastructure Fund, Inc. reported its net assets as of January 31, 2026, totaling $2.5 billion, with a net asset value per share of $14.55 [2][6] - The asset coverage ratio under the Investment Company Act of 1940 was 658% for senior securities representing indebtedness and 495% for total leverage [2][6] Financial Summary - Total assets amounted to $3,444 million, with investments constituting $3,429.8 million, cash and cash equivalents at $2.7 million, and accrued income of $9.4 million [3] - Total liabilities were reported at $364 million, including a credit facility of $69 million, notes of $400 million, and a deferred tax liability of $347.3 million [3] Investment Composition - The Company had 169,126,038 common shares outstanding as of January 31, 2026 [4] - Long-term investments were primarily in Midstream Energy Companies (95%), with smaller allocations to Power Infrastructure Companies (4%) and Other (1%) [4] - The ten largest holdings included Enterprise Products Partners L.P., Energy Transfer LP, and The Williams Companies, each representing approximately 9.8% of long-term investments [4]

Core Insights - Kayne Anderson Energy Infrastructure Fund, Inc. reported its net assets as of September 30, 2025, totaling $2.4 billion, with a net asset value per share of $13.91 [2][4] - The company's asset coverage ratio under the Investment Company Act of 1940 was 687% for senior securities and 505% for total leverage [2][4] Financial Summary - Total assets amounted to $3,256.3 million, with long-term investments primarily in Midstream Energy Companies (94%), Power Infrastructure (3%), and Other (3%) [4][5] - Total liabilities were reported at $326.4 million, with total leverage of $577.2 million [4][5] Investment Holdings - The ten largest holdings by issuer included: 1. The Williams Companies, Inc. - $356.6 million (11.0%) 2. Enterprise Products Partners L.P. - $318.2 million (9.9%) 3. Energy Transfer LP - $313.5 million (9.7%) 4. MPLX LP - $287.1 million (8.9%) 5. Cheniere Energy, Inc. - $269.4 million (8.3%) 6. Kinder Morgan, Inc. - $256.4 million (7.9%) 7. TC Energy Corporation - $219.3 million (6.8%) 8. ONEOK, Inc. - $192.5 million (6.0%) 9. Enbridge Inc. - $181.9 million (5.6%) 10. Targa Resources Corp. - $130.5 million (4.0%) [5][6] Company Overview - Kayne Anderson Energy Infrastructure Fund, Inc. is a non-diversified, closed-end management investment company focused on providing high after-tax total returns with an emphasis on cash distributions to stockholders [7]

Core Points - Wedgemount Resources Corp. has temporarily shut in approximately 50% of its oil and gas production due to two unplanned events at third-party gas gathering pipelines [1] - The outages were initially expected to last a maximum of two weeks, but repairs are now projected to be completed in early September 2025 [2] - Wedgemount Resources is focused on maximizing shareholder value through the acquisition, development, and exploitation of oil and gas projects in Texas, USA [3]

Core Insights - Elon Musk and Jeff Yass, along with cryptocurrency industry donors, have helped Donald Trump raise $236 million for his political activities in the first half of 2025, an unprecedented amount for a second-term presidential candidate [1] - Trump currently has $274 million in cash on hand, which includes donations to three major political action committees, a joint fundraising committee, and a joint super PAC [1] - This significant campaign funding can be utilized to support Republican candidates in the midterm elections, highlighting Trump's continued influence over the Republican Party [1] Group 1 - Jeff Yass, co-founder of Susquehanna International Group, donated $16 million and is a significant shareholder in TikTok's parent company, ByteDance [3] - Billionaire Kelsey Warren and his company Energy Transfer LP contributed a total of $25 million [3] - Cryptocurrency donors have also made substantial contributions, with Foris DAX Inc. (parent company of Crypto.com) donating $10 million and Blockchain.com Inc. donating $5 million [3] Group 2 - Trump's super PAC, MAGA Inc., received $177 million in donations, including $5 million from Musk, who had previously been a close ally of Trump [3] - Musk's donation was made on June 27, the same day he provided $5 million to two super PACs supporting Republican candidates for the House and Senate [3] - The Democratic National Committee has raised $69 million, while its main super PAC, Future Forward, received approximately $1 million [4]

Core Points - Kayne Anderson Energy Infrastructure Fund, Inc. reported its net assets as of July 31, 2025, totaling $2.4 billion, with a net asset value per share of $13.93 [2][4] - The asset coverage ratio under the Investment Company Act of 1940 was 746% for senior securities representing indebtedness and 535% for total leverage [2][4] - The company’s total assets amounted to $3.24 billion, with total liabilities of $347.5 million, resulting in net assets of $2.36 billion [4][5] Financial Summary - Total investments were reported at $3,218.6 million, with cash and cash equivalents at $9.4 million, and total assets at $3,241.1 million [4] - Total leverage, which includes debt and preferred stock, was $538.3 million, with liabilities including a credit facility of $20 million and notes of $368.2 million [4][5] - The company had 169,126,038 common shares outstanding as of the reporting date [4] Investment Composition - Long-term investments were primarily in Midstream Energy Companies (94%), with smaller allocations in Other (4%) and Power Infrastructure (2%) [5] - The ten largest holdings included significant investments in companies such as The Williams Companies, Inc. ($356.3 million, 11.1%) and Energy Transfer LP ($329.6 million, 10.2%) [5][11]

Core Points - Kayne Anderson Energy Infrastructure Fund, Inc. reported its net assets as of June 30, 2025, totaling $2.4 billion with a net asset value per share of $14.10 [2][4] - The asset coverage ratio for senior securities representing indebtedness was 714%, while the total leverage asset coverage ratio was 521% [2][4] - The company’s total assets amounted to $3.2891 billion, with total liabilities of $341.6 million, resulting in net assets of $2.3843 billion [4][5] Financial Summary - Total investments were $3,279.5 million, with cash and cash equivalents at $6.0 million and accrued income at $2.8 million [4] - The company had a total leverage of $563.2 million, which includes a credit facility of $45.0 million and notes amounting to $368.2 million [4] - The company’s long-term investments were primarily in Midstream Energy Companies (94%), with smaller allocations in Power Infrastructure (3%) and Other (3%) [5] Major Holdings - The ten largest holdings by issuer included The Williams Companies, Inc. ($373.3 million, 11.4%), Energy Transfer LP ($331.3 million, 10.1%), and Enterprise Products Partners L.P. ($315.6 million, 9.6%) [5] - Other significant holdings included MPLX LP, Cheniere Energy, Inc., and Kinder Morgan, Inc., with respective investments of $311.7 million, $274.2 million, and $225.9 million [5] Company Overview - Kayne Anderson Energy Infrastructure Fund, Inc. is a non-diversified, closed-end management investment company registered under the Investment Company Act of 1940 [7] - The investment objective of the company is to provide a high after-tax total return with a focus on cash distributions to stockholders, investing at least 80% of its total assets in securities of Energy Infrastructure Companies [7]

Company Overview - USAC's fleet horsepower is approximately 385 million[16] - Approximately 76% of USAC's fleet horsepower is greater than 1,000 HP[16] - USAC's fleet utilization is approximately 95%[16] Financial Performance and Guidance - USAC's Adjusted EBITDA for 2024 is guided to be between $565 million and $585 million[16] - USAC's Distributable Cash Flow (DCF) for 2024 is guided to be between $345 million and $365 million[16] - USAC's Q2 2024 revenue was $235 million[66] - USAC's Q2 2024 Adjusted EBITDA was $144 million[66] - USAC's Q2 2024 DCF was $86 million, resulting in a DCF Coverage Ratio of 140x[66] Capital Structure and Debt - USAC opportunistically completed its $1 billion issuance of 7125% 5-year Unsecured Senior Notes on March 18, 2024[23] - $320 million of $500 million Series A Preferred Units have been converted into common units[23] - USAC monetized $700 million notional principal fixed interest rate 39725% swap on August 29, 2024 for $435K[23]

Core Insights - Kayne Anderson Energy Infrastructure Fund, Inc. reported its net assets as of May 31, 2025, totaling $2.3 billion, with a net asset value per share of $13.79 [2][4] - The company's asset coverage ratio under the Investment Company Act of 1940 was 740% for senior securities and 530% for total leverage [2][4] Financial Summary - Total assets amounted to $3,201.9 million, with investments constituting $3,184.4 million [4] - Total liabilities were reported at $332.1 million, including notes of $388.2 million and preferred stock of $153.6 million [4] - The company had 169,126,038 common shares outstanding as of May 31, 2025 [4] Investment Composition - Long-term investments were primarily in Midstream Energy Companies (94%), with smaller allocations to Other (4%) and Utility Companies (2%) [5] - The ten largest holdings included The Williams Companies, Inc. ($359.7 million, 11.3%), Energy Transfer LP ($319.4 million, 10.0%), and Enterprise Products Partners L.P. ($313.6 million, 9.8%) [5]

Core Viewpoint - Western Midstream Partners, LP has appointed Robert G. Phillips as an independent member of its general partner's board of directors, bringing extensive experience in the midstream industry to the company [1][4]. Group 1: Appointment and Experience - Robert G. Phillips has over 47 years of experience in the midstream industry and recently retired as the Founder, Chairman, and CEO of Crestwood Equity Partners LP after its merger with Energy Transfer LP in November 2023 [1][2]. - Phillips founded Crestwood in 2010, leading its growth to an enterprise value exceeding $7.1 billion through organic growth and M&A activities, including mergers with Oasis Midstream Partners LP and Inergy Midstream L.P. [2]. - Prior to Crestwood, Phillips held leadership positions at Enterprise Products Partners L.P., GulfTerra Energy Partners, L.P., and Eastex Energy, Inc. [2]. Group 2: Current Roles and Contributions - Currently, Phillips serves as an independent director of South Bow Corporation and Enstor Inc., the largest privately owned natural gas storage company in the U.S. [3]. - He has been involved with the Energy Infrastructure Council since its inception in 2019 and co-chaired the ESG Committee focused on developing industry-wide Sustainability Standards [3]. Group 3: Company Strategy and Board Composition - The CEO of WES expressed confidence that Phillips' expertise will be instrumental in executing the company's strategy of capital-efficient growth and creating long-term value for stakeholders [4]. - With Phillips' addition, the board of directors of WES's general partner will consist of eight members, four of whom are independent [4]. Group 4: Company Overview - Western Midstream Partners, LP is a master limited partnership focused on developing, acquiring, owning, and operating midstream assets across Texas, New Mexico, Colorado, Utah, and Wyoming [5]. - The company engages in gathering, compressing, treating, processing, and transporting natural gas, as well as handling condensate, natural-gas liquids, crude oil, and produced water [5]. - A substantial majority of WES's cash flows are protected from direct exposure to commodity price volatility through fee-based contracts [5].