Position in EXC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$8,423,673
+$1,137,636 QoQ
Shares Held
180,688
+21.6% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#243
of 1,279 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EXC 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. EXC ranks #15 (1.1% 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 EXC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,423,673 | 180,688 | Shares | Other | 2026-08-13 | |
| 2026-03-31 | $7,286,037 | 148,634 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $877,074 | 20,121 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $7,801,897 | 173,337 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $7,857,412 | 180,963 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $8,053,907 | 174,781 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $5,202,337 | 138,213 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $4,760,123 | 117,389 | Shares | Other | 2024-11-13 | |
| 2024-06-30 | $3,803,396 | 109,893 | Shares | Other | 2024-08-13 | |
| 2024-03-31 | $4,104,484 | 109,249 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $4,021,912 | 112,031 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $4,519,116 | 119,585 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $3,951,617 | 96,996 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $3,879,432 | 92,610 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $3,827,021 | 88,527 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $4,007,432 | 106,979 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $3,967,630 | 87,547 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $4,156,908 | 87,275 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $3,135,560 | 54,286 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,450,111 | 50,685 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,743,424 | 39,346 | Shares | Sole | 2021-08-24 | |
| 2021-03-31 | $1,776,806 | 40,622 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $1,504,888 | 35,644 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,160,125 | 32,442 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $1,163,387 | 32,058 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,152,854 | 31,319 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||