Position in CMS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$4,002,786
+$390,663 QoQ
Shares Held
52,324
+12.4% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#220
of 814 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CMS Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Mariner, LLC holds $799,683,476 across 34 Utilities - Regulated Electric names. CMS ranks #20 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
3,186,646 | $279,691,919 | |
| 2 | DUK |
Duke Energy CORP
|
1,057,875 | $133,905,816 | |
| 3 | AEP |
American Electric Power Co Inc
|
464,787 | $63,587,508 | |
| 4 | PCG |
PG&E Corp
|
2,958,385 | $49,760,035 | |
| 5 | EIX |
Edison International
|
650,883 | $48,458,238 | |
| 6 | SO |
Southern Co
|
375,232 | $35,913,454 | |
| 7 | ES |
Eversource Energy
|
492,896 | $35,621,592 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
228,810 | $18,570,218 |
All Filings in CMS
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,002,786 | 52,324 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $3,612,123 | 46,560 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $2,848,947 | 40,740 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $4,355,965 | 59,459 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,240,156 | 46,769 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,367,105 | 44,829 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,581,887 | 38,738 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $2,384,468 | 33,760 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,979,789 | 33,257 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,750,704 | 29,014 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,619,456 | 27,888 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,402,422 | 26,406 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,477,033 | 25,141 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $1,476,802 | 24,060 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,217,519 | 19,225 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,049,659 | 18,023 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $1,033,897 | 15,317 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,047,211 | 14,973 | Shares | Sole | 2022-05-13 | |
| No filing history on record for this holder in this stock. | ||||||