INFRASTRUCTURE CAPITAL ADVISORS, LLC

Position in SO — Southern Co

CIK 1621802 New York, NY

Position in SO

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$1,134,450

+$815,452 QoQ

Shares Held

11,853

+258.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#966

of 2,360 holders

Holding Since

Mar 2020

17 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

INFRASTRUCTURE CAPITAL ADVISORS, LLC holds $8,935,228 across 5 Utilities - Regulated Electric names. SO ranks #4 (12.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	37,443	$3,286,371
2	XEL	Xcel Energy Inc	30,487	$2,448,106
3	LNT	Alliant Energy Corp	20,948	$1,598,122
4	SO	Southern Co This page	11,853	$1,134,450
5	NWE	NorthWestern Energy Group, Inc.	6,537	$468,179

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,134,450	11,853	+258.6%	Shares	Sole	2026-08-13
2026-03-31	$318,998	3,305	-61.6%	Shares	Sole	2026-05-15
2025-12-31	$750,094	8,602	+5.8%	Shares	Sole	2026-02-17
2025-09-30	$770,859	8,134	-30.0%	Shares	Sole	2025-11-14
2025-06-30	$1,066,421	11,613	+25.1%	Shares	Sole	2025-08-14
2025-03-31	$853,663	9,284	+6.8%	Shares	Sole	2025-05-15
2024-12-31	$715,360	8,690	-1.8%	Shares	Sole	2025-02-14
2024-03-31	$634,970	8,851	-22.4%	Shares	Sole	2024-05-15
2023-12-31	$799,788	11,406	-65.0%	Shares	Sole	2024-02-14
2023-09-30	$213,366	32,635	+206.9%	Shares	Sole	2023-11-14
2023-06-30	$747,108	10,635	+39.3%	Shares	Sole	2023-08-14
2023-03-31	$531,243	7,635	-22.0%	Shares	Sole	2023-05-15
2022-06-30	$697,697	9,784	+226.1%	Shares	Sole	2022-08-12
2021-12-31	$205,740	3,000	-40.0%	Shares	Sole	2022-02-11
2021-06-30	$302,610	5,001	-9.1%	Shares	Sole	2021-08-13
2020-09-30	$298,210	5,500	+5400.0%	Shares	Sole	2020-11-13
2020-03-31	$5,414	100	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.