Infrastructure Capital Advisors, LLC

13F filer · CIK 0001621802

Reported Aug 13, 2026

Net buyer this quarter

13F portfolio value$1.71BU.S. long equity reported on 13F

Positions15354 new · 19 closed

Net flow last quarter+$122MBuys minus sells

Top 10 positions weight28.8%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 13, 2026153 positions
ETEnergy Transfer LP	$79.6M	4.66%	0.12%	-1.9%	Q4 2016
SUNSunoco LP	$67.2M	3.93%	Not reported	+2.4%	Q4 2023
PAAPlains All American Pipeline LP	$66.7M	3.90%	0.42%	-3.1%	Q4 2016
EPDEnterprise Products Partners L.P.	$54.8M	3.21%	0.07%	-3.6%	Q4 2016
WESWestern Midstream Partners, LP	$53.3M	3.12%	0.31%	-1.4%	Q4 2016
MPLXMPLX LP	$52.8M	3.09%	0.09%	-12.3%	Q4 2016
GOOGMAlphabet Inc.	$49.4M	2.89%	Not reported	New	Q2 2026
BTSGUBrightSpring Health Services, Inc.	$24.7M	1.44%	Not reported	New	Q2 2026
HESMHess Midstream LP	$22.7M	1.33%	0.47%	-9.6%	Q1 2021
MCHPPMicrochip Technology Inc	$20.5M	1.20%	Not reported	New	Q2 2026
LNGCheniere Energy, Inc.	$19.8M	1.16%	0.04%	+0.6%	Q2 2020
GTLSChart Industries Inc	$17M	0.99%	0.17%	+11.1%	Q4 2025
WMBWilliams Companies, Inc.	$15.3M	0.89%	0.02%	-32.0%	Q2 2017
CQPCheniere Energy Partners, L.P.	$14.1M	0.82%	0.05%	+1.8%	Q4 2016
KMIKinder Morgan, Inc.	$13.7M	0.80%	0.02%	-22.7%	Q2 2017
GOOGNAlphabet Inc.	$11.3M	0.66%	Not reported	New	Q2 2026
STRKStrategy Inc	$11.2M	0.66%	Not reported	+24.8%	Q4 2025
TRGPTarga Resources Corp.	$10.1M	0.59%	0.02%	-59.7%	Q4 2016
AMZNAmazon Com Inc	$9.69M	0.57%	0.00%	+25.5%	Q4 2016
GELGenesis Energy LP	$9.12M	0.53%	0.73%	+1.8%	Q4 2016
USACUSA Compression Partners, LP	$9.11M	0.53%	0.24%	+9.8%	Q1 2024
AVGOBroadcom Inc.	$8.53M	0.50%	0.00%	+579.5%	Q4 2022
TOLToll Brothers, Inc.	$8.35M	0.49%	0.05%	+62.3%	Q3 2024
DKLDelek Logistics Partners, LP	$7.21M	0.42%	0.26%	-10.7%	Q1 2022
LMTLockheed Martin Corp	$6.4M	0.37%	0.01%	+730.3%	Q4 2019
OKEOneok Inc	$6.31M	0.37%	0.01%	-20.4%	Q4 2016
BACBank of America Corp	$6.19M	0.36%	0.00%	Not reported	Q4 2016
CFGCitizens Financial Group Inc	$5.89M	0.34%	0.02%	+2.2%	Q4 2022
MSFTMicrosoft Corp	$5.88M	0.34%	0.00%	+175.8%	Q1 2020
DHIHorton D R Inc	$5.54M	0.32%	0.01%	+565.1%	Q1 2026
CELHCelsius Holdings, Inc.	$5.49M	0.32%	0.07%	+53.2%	Q4 2025
VSECUVse Corp	$5.43M	0.32%	Not reported	New	Q2 2026
GLPGlobal Partners LP	$5.23M	0.31%	0.33%	+1.8%	Q1 2024
KKRKKR & Co. Inc.	$4.83M	0.28%	0.01%	+23.9%	Q2 2025
LENLennar Corp	$4.83M	0.28%	Not reported	+62.2%	Q1 2026
TRPTC Energy Corp	$4.49M	0.26%	Not reported	-25.8%	Q1 2021
NVDANvidia Corp	$4.36M	0.26%	0.00%	+45.4%	Q2 2023
GEVGE Vernova Inc.	$4.22M	0.25%	0.00%	+616.8%	Q4 2025
MRKMerck & Co., Inc.	$3.38M	0.20%	0.00%	+19.8%	Q3 2024
NEENextera Energy Inc	$3.29M	0.19%	0.00%	-6.2%	Q3 2025
APOApollo Global Management, Inc.	$3.28M	0.19%	0.00%	-7.5%	Q2 2025
MPCMarathon Petroleum Corp	$3.13M	0.18%	0.00%	-50.3%	Q4 2016
ZIONZions Bancorporation, National Association	$2.83M	0.17%	0.03%	+19.8%	Q1 2026
METAMeta Platforms, Inc.	$2.8M	0.16%	Not reported	+3.4%	Q4 2016
XOMExxonMobil Holdings Corp	$2.76M	0.16%	0.00%	+1301.3%	Q2 2022
GSGoldman Sachs Group Inc	$2.71M	0.16%	0.00%	-35.2%	Q2 2021
ORCLOracle Corp	$2.52M	0.15%	0.00%	Not reported	Q3 2024
VSTVistra Corp.	$2.49M	0.15%	0.00%	+19.8%	Q4 2017
MSMorgan Stanley	$2.48M	0.15%	0.00%	+32.5%	Q4 2017
XELXcel Energy Inc	$2.45M	0.14%	0.00%	+19.9%	Q2 2025

Q1 2026Reported May 15, 2026118 positions
ETEnergy Transfer LP	$81.9M	5.70%	0.12%	+40.2%	Q4 2016
PAAPlains All American Pipeline LP	$69M	4.81%	0.44%	+4.4%	Q4 2016
SUNSunoco LP	$63.2M	4.40%	Not reported	+34.1%	Q4 2023
MPLXMPLX LP	$61M	4.25%	0.11%	+2.9%	Q4 2016
EPDEnterprise Products Partners L.P.	$58.6M	4.08%	0.07%	+15.5%	Q4 2016
WESWestern Midstream Partners, LP	$50.8M	3.54%	0.31%	+6.7%	Q4 2016
HESMHess Midstream LP	$26M	1.81%	0.52%	-51.6%	Q1 2021
TRGPTarga Resources Corp.	$23.5M	1.63%	0.04%	+4.6%	Q4 2016
LNGCheniere Energy, Inc.	$23.3M	1.62%	0.04%	-31.0%	Q2 2020
WMBWilliams Companies, Inc.	$22M	1.53%	0.02%	+12.1%	Q2 2017
KMIKinder Morgan, Inc.	$18.6M	1.29%	0.02%	-9.3%	Q2 2017
GTLSChart Industries Inc	$15.1M	1.05%	0.15%	+9.9%	Q4 2025
CQPCheniere Energy Partners, L.P.	$14.6M	1.02%	0.05%	+43.3%	Q4 2016
GELGenesis Energy LP	$11.3M	0.78%	0.71%	+2.4%	Q4 2016
STRKStrategy Inc	$10.8M	0.75%	Not reported	+9.9%	Q4 2025
USACUSA Compression Partners, LP	$8.53M	0.59%	0.22%	+2.4%	Q1 2024
OKEOneok Inc	$8.25M	0.57%	0.01%	-36.3%	Q4 2016
DKLDelek Logistics Partners, LP	$7.79M	0.54%	0.29%	+2.4%	Q1 2022
AMZNAmazon Com Inc	$6.75M	0.47%	0.00%	+92.1%	Q4 2016
MRVLMarvell Technology, Inc.	$6.13M	0.43%	0.01%	+14.2%	Q2 2025
MPCMarathon Petroleum Corp	$6.01M	0.42%	0.01%	-12.3%	Q4 2016
TRPTC Energy Corp	$5.71M	0.40%	Not reported	+265.0%	Q1 2021
CFGCitizens Financial Group Inc	$4.93M	0.34%	0.02%	+83.8%	Q4 2022
GLPGlobal Partners LP	$4.64M	0.32%	0.32%	+2.4%	Q1 2024
CELHCelsius Holdings, Inc.	$4.35M	0.30%	0.05%	+94.8%	Q4 2025
TOLToll Brothers, Inc.	$4.26M	0.30%	0.03%	Not reported	Q3 2024
KKRKKR & Co. Inc.	$3.93M	0.27%	0.00%	+25.1%	Q2 2025
NEENextera Energy Inc	$3.71M	0.26%	0.00%	+13.9%	Q3 2025
GSGoldman Sachs Group Inc	$3.5M	0.24%	0.00%	+409.5%	Q2 2021
APOApollo Global Management, Inc.	$3.34M	0.23%	0.01%	+23.6%	Q2 2025
LENLennar Corp	$2.86M	0.20%	Not reported	New	Q1 2026
METAMeta Platforms, Inc.	$2.75M	0.19%	Not reported	-7.9%	Q4 2016
PSXPhillips 66	$2.71M	0.19%	0.00%	-66.0%	Q2 2018
MRKMerck & Co., Inc.	$2.64M	0.18%	0.00%	+46.4%	Q3 2024
NVDANvidia Corp	$2.59M	0.18%	0.00%	+116.5%	Q2 2023
FCXFreeport-Mcmoran Inc	$2.13M	0.15%	0.00%	-43.5%	Q3 2025
MSFTMicrosoft Corp	$2.12M	0.15%	0.00%	+356.9%	Q1 2020
XELXcel Energy Inc	$2.02M	0.14%	0.00%	+23.6%	Q2 2025
VSTVistra Corp.	$1.97M	0.14%	0.00%	+23.5%	Q4 2017
ZIONZions Bancorporation, National Association	$1.96M	0.14%	0.02%	New	Q1 2026
KRCKilroy Realty Corp	$1.84M	0.13%	0.06%	+22.9%	Q1 2020
DINOHF Sinclair Corp	$1.81M	0.13%	0.02%	Not reported	Q4 2023
VLOValero Energy Corp	$1.57M	0.11%	0.00%	-69.8%	Q1 2022
BXPBXP, Inc.	$1.57M	0.11%	0.02%	+65.1%	Q2 2019
MSMorgan Stanley	$1.47M	0.10%	0.00%	+637.2%	Q4 2017
PMPhilip Morris International Inc.	$1.38M	0.10%	0.00%	-45.6%	Q1 2022
CTRACentra Software Inc	$1.31M	0.09%	Not reported	+59.6%	Q2 2025
KHCKraft Heinz Co	$1.26M	0.09%	0.00%	+23.6%	Q1 2022
LNTAlliant Energy Corp	$1.26M	0.09%	0.01%	+23.5%	Q3 2025
REXRRexford Industrial Realty, Inc.	$1.24M	0.09%	0.02%	+23.6%	Q4 2023

Q4 2025Reported Feb 17, 2026122 positions
MPLXMPLX LP	$55.4M	5.36%	0.10%	-8.8%	Q4 2016
PAAPlains All American Pipeline LP	$53.2M	5.14%	0.42%	-9.0%	Q4 2016
ETEnergy Transfer LP	$49.9M	4.83%	0.09%	-2.4%	Q4 2016
HESMHess Midstream LP	$47.6M	4.61%	1.07%	-1.7%	Q1 2021
WESWestern Midstream Partners, LP	$45.7M	4.42%	0.28%	+10.7%	Q4 2016
EPDEnterprise Products Partners L.P.	$43M	4.16%	0.06%	-2.6%	Q4 2016
SUNSunoco LP	$38M	3.68%	Not reported	+11.9%	Q4 2023
LNGCheniere Energy, Inc.	$23.1M	2.24%	0.06%	-4.0%	Q2 2020
KMIKinder Morgan, Inc.	$16.8M	1.63%	0.03%	-3.5%	Q2 2017
TRGPTarga Resources Corp.	$16.5M	1.60%	0.04%	-17.8%	Q4 2016
WMBWilliams Companies, Inc.	$16.2M	1.57%	0.02%	+0.6%	Q2 2017
GTLSChart Industries Inc	$13.7M	1.33%	0.15%	New	Q4 2025
STRKStrategy Inc	$11M	1.06%	Not reported	New	Q4 2025
OKEOneok Inc	$10.5M	1.02%	0.02%	+21.5%	Q4 2016
GELGenesis Energy LP	$9.63M	0.93%	0.70%	+8.8%	Q4 2016
KNTKKinetik Holdings Inc.	$9.32M	0.90%	0.20%	New	Q4 2025
CQPCheniere Energy Partners, L.P.	$8.46M	0.82%	0.03%	-30.3%	Q4 2016
USACUSA Compression Partners, LP	$7.07M	0.68%	0.25%	Not reported	Q1 2024
DKLDelek Logistics Partners, LP	$6.82M	0.66%	0.29%	-6.0%	Q1 2022
PSXPhillips 66	$5.63M	0.54%	0.01%	+291.0%	Q2 2018
GNLGlobal Net Lease, Inc.	$4.79M	0.46%	0.26%	-1.0%	Q2 2020
MRVLMarvell Technology, Inc.	$4.6M	0.45%	0.01%	+5.0%	Q2 2025
MPCMarathon Petroleum Corp	$4.56M	0.44%	0.01%	Not reported	Q4 2016
GLPGlobal Partners LP	$4.51M	0.44%	0.32%	+8.8%	Q1 2024
KKRKKR & Co. Inc.	$4.33M	0.42%	0.00%	+39.4%	Q2 2025
AMZNAmazon Com Inc	$3.89M	0.38%	0.00%	-14.0%	Q4 2016
MCDMcdonalds Corp	$3.65M	0.35%	0.00%	+3.9%	Q4 2023
APOApollo Global Management, Inc.	$3.51M	0.34%	0.00%	+5.8%	Q2 2025
METAMeta Platforms, Inc.	$3.45M	0.33%	Not reported	+144.7%	Q4 2016
VLOValero Energy Corp	$3.44M	0.33%	0.01%	Not reported	Q1 2022
FCXFreeport-Mcmoran Inc	$3.26M	0.32%	0.00%	+62.9%	Q3 2025
CELHCelsius Holdings, Inc.	$2.88M	0.28%	0.02%	New	Q4 2025
NEENextera Energy Inc	$2.81M	0.27%	0.00%	+45.8%	Q3 2025
CFGCitizens Financial Group Inc	$2.61M	0.25%	0.01%	Not reported	Q4 2022
PMPhilip Morris International Inc.	$2.46M	0.24%	0.00%	-34.5%	Q1 2022
KVUEKenvue Inc.	$2.35M	0.23%	0.01%	+435.6%	Q3 2025
CCitigroup Inc	$2.23M	0.22%	0.00%	-2.5%	Q2 2021
CVXChevron Corp	$2.17M	0.21%	0.00%	+5.8%	Q4 2020
PEPPepsico Inc	$2.02M	0.20%	0.00%	+5.8%	Q2 2017
KRCKilroy Realty Corp	$1.99M	0.19%	0.04%	+3.8%	Q1 2020
CATCaterpillar Inc	$1.78M	0.17%	0.00%	+142.7%	Q3 2023
VSTVistra Corp.	$1.71M	0.17%	0.00%	+5.7%	Q4 2017
JNJJohnson & Johnson	$1.65M	0.16%	0.00%	+186.9%	Q4 2016
MRKMerck & Co., Inc.	$1.58M	0.15%	0.00%	+209.9%	Q3 2024
EIXEdison International	$1.55M	0.15%	0.01%	-11.8%	Q3 2019
XELXcel Energy Inc	$1.52M	0.15%	0.00%	+40.1%	Q2 2025
TRPTC Energy Corp	$1.38M	0.13%	Not reported	-50.0%	Q1 2021
BXBlackstone Inc.	$1.31M	0.13%	0.00%	+105.1%	Q4 2016
NVDANvidia Corp	$1.29M	0.12%	0.00%	Not reported	Q2 2023
HONHoneywell International Inc	$1.28M	0.12%	0.00%	+5.7%	Q4 2017

Q3 2025Reported Nov 14, 2025115 positions
MPLXMPLX LP	$57.8M	5.76%	0.11%	-5.5%	Q4 2016
PAAPlains All American Pipeline LP	$53.5M	5.33%	0.46%	+0.2%	Q4 2016
ETEnergy Transfer LP	$52.2M	5.20%	0.09%	-14.8%	Q4 2016
HESMHess Midstream LP	$47.7M	4.75%	1.07%	+23.3%	Q1 2021
EPDEnterprise Products Partners L.P.	$42.4M	4.22%	0.06%	-22.0%	Q4 2016
WESWestern Midstream Partners, LP	$39.2M	3.90%	0.27%	-32.0%	Q4 2016
SUNSunoco LP	$33.9M	3.37%	Not reported	-34.0%	Q4 2023
LNGCheniere Energy, Inc.	$26.3M	2.62%	0.06%	+35.6%	Q2 2020
TRGPTarga Resources Corp.	$16.8M	1.67%	0.05%	+47.8%	Q4 2016
KMIKinder Morgan, Inc.	$16.6M	1.65%	0.03%	+61.6%	Q2 2017
WMBWilliams Companies, Inc.	$15.5M	1.54%	0.02%	+13.1%	Q2 2017
CQPCheniere Energy Partners, L.P.	$11.8M	1.18%	0.05%	+3.4%	Q4 2016
GELGenesis Energy LP	$9.28M	0.92%	0.64%	-8.6%	Q4 2016
OKEOneok Inc	$7.9M	0.79%	0.02%	+67.8%	Q4 2016
DKLDelek Logistics Partners, LP	$7.25M	0.72%	0.30%	-19.3%	Q1 2022
USACUSA Compression Partners, LP	$6.79M	0.68%	0.25%	+3.4%	Q1 2024
MRVLMarvell Technology, Inc.	$4.73M	0.47%	0.01%	+1190.1%	Q2 2025
AMZNAmazon Com Inc	$4.65M	0.46%	0.00%	+31.8%	Q4 2016
GLPGlobal Partners LP	$4.48M	0.45%	0.29%	-31.5%	Q1 2024
GNLGlobal Net Lease, Inc.	$4.33M	0.43%	0.26%	Not reported	Q2 2020
VLOValero Energy Corp	$3.58M	0.36%	0.01%	+181.2%	Q1 2022
MCDMcdonalds Corp	$3.43M	0.34%	0.00%	+152.5%	Q4 2023
PMPhilip Morris International Inc.	$3.4M	0.34%	0.00%	+256.5%	Q1 2022
KKRKKR & Co. Inc.	$2.95M	0.29%	0.00%	+15.9%	Q2 2025
APOApollo Global Management, Inc.	$2.85M	0.28%	0.00%	+186.2%	Q2 2025
GSGoldman Sachs Group Inc	$2.52M	0.25%	0.00%	-36.9%	Q2 2021
TRPTC Energy Corp	$2.51M	0.25%	Not reported	Not reported	Q1 2021
AVGOBroadcom Inc.	$2.51M	0.25%	0.00%	-47.8%	Q4 2022
KRCKilroy Realty Corp	$2.16M	0.22%	0.04%	-32.3%	Q1 2020
CVXChevron Corp	$2.12M	0.21%	0.00%	-26.9%	Q4 2020
CCitigroup Inc	$1.98M	0.20%	0.00%	-44.0%	Q2 2021
NEENextera Energy Inc	$1.95M	0.19%	0.00%	New	Q3 2025
PEPPepsico Inc	$1.95M	0.19%	0.00%	Not reported	Q2 2017
KOCoca Cola Co	$1.94M	0.19%	0.00%	+69.1%	Q1 2018
VSTVistra Corp.	$1.89M	0.19%	0.00%	Not reported	Q4 2017
NWNNorthwest Natural Holding Co	$1.86M	0.19%	0.10%	+240.0%	Q2 2022
FCXFreeport-Mcmoran Inc	$1.64M	0.16%	0.00%	New	Q3 2025
EIXEdison International	$1.62M	0.16%	0.01%	Not reported	Q3 2019
PSXPhillips 66	$1.52M	0.15%	0.00%	-68.4%	Q2 2018
MSMorgan Stanley	$1.48M	0.15%	0.00%	-64.7%	Q4 2017
METAMeta Platforms, Inc.	$1.45M	0.14%	Not reported	+256.0%	Q4 2016
VODVodafone Group Public Ltd Co	$1.41M	0.14%	0.00%	+8.3%	Q1 2022
HONHoneywell International Inc	$1.25M	0.12%	0.00%	-36.0%	Q4 2017
REXRRexford Industrial Realty, Inc.	$1.2M	0.12%	0.01%	+8.3%	Q4 2023
XELXcel Energy Inc	$1.19M	0.12%	0.00%	+63.2%	Q2 2025
KHCKraft Heinz Co	$1.06M	0.11%	0.00%	+8.3%	Q1 2022
CSCOCisco Systems, Inc.	$968K	0.10%	0.00%	-33.6%	Q3 2023
ORealty Income Corp	$939K	0.09%	0.00%	+8.3%	Q3 2022
USBUS Bancorp \de\	$936K	0.09%	0.00%	+8.3%	Q1 2022
BXPBXP, Inc.	$931K	0.09%	0.01%	-56.8%	Q2 2019

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