Mariner, LLC

Position in SO — Southern Co

CIK 1373442 Overland Park, KS

Position in SO

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$43,835,521

+$5,767,753 QoQ

Shares Held

454,160

+4.0% QoQ

Ownership

0.040%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Utilities · as of Mar 31, 2026

Mariner, LLC holds $776,616,108 across 34 Utilities - Regulated Electric names. SO ranks #6 (5.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	3,193,065	$296,571,875
2	DUK	Duke Energy CORP	1,123,879	$147,160,715
3	AEP	American Electric Power Co Inc	505,319	$66,237,213
4	PCG	PG&E Corp	2,869,607	$50,418,994
5	EIX	Edison International	645,537	$47,240,397
6	SO	Southern Co This page	454,160	$43,835,521
7	ES	Eversource Energy	223,270	$15,468,143
8	PEG	Public Service Enterprise Group Inc	173,493	$14,044,256

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$43,835,521	454,160	+4.0%	Shares	Sole	2026-05-13
2025-12-31	$38,067,768	436,557	+11.4%	Shares	Other	2026-02-13
2025-09-30	$37,154,955	392,054	-3.9%	Shares	Other	2025-11-14
2025-06-30	$37,476,280	408,105	+1.2%	Shares	Sole	2025-08-14
2025-03-31	$37,074,698	403,205	+5.0%	Shares	Sole	2025-05-15
2024-12-31	$31,617,051	384,075	+1.8%	Shares	Sole	2025-02-13
2024-09-30	$34,029,872	377,355	+3.0%	Shares	Sole	2024-11-13
2024-06-30	$28,419,473	366,372	+4.0%	Shares	Sole	2024-08-13
2024-03-31	$25,279,382	352,375	-3.5%	Shares	Sole	2024-05-15
2023-12-31	$25,608,734	365,213	-2.6%	Shares	Sole	2024-02-14
2023-09-30	$24,261,196	374,864	+6.1%	Shares	Sole	2023-11-13
2023-06-30	$24,818,903	353,294	+1.4%	Shares	Sole	2023-08-11
2023-03-31	$24,233,600	348,284	-5.1%	Shares	Sole	2023-05-15
2022-12-31	$26,204,041	366,952	+14.0%	Shares	Sole	2023-02-14
2022-09-30	$21,886,684	321,863	+6.4%	Shares	Sole	2022-11-10
2022-06-30	$21,577,478	302,587	+6.2%	Shares	Sole	2022-08-15
2022-03-31	$20,668,395	285,042	+246.6%	Shares	Sole	2022-05-13
2021-12-31	$5,640,019	82,240	+10.5%	Shares	Sole	2022-02-14
2021-09-30	$4,612,489	74,431	-0.7%	Shares	Sole	2021-11-15
2021-06-30	$4,533,711	74,925	+7.8%	Shares	Sole	2021-08-24
2021-03-31	$4,319,622	69,492	+1.8%	Shares	Sole	2021-05-07
2020-12-31	$4,195,054	68,290	+12.5%	Shares	Sole	2021-02-16
2020-09-30	$3,292,455	60,724	+6.8%	Shares	Sole	2020-11-13
2020-06-30	$2,947,828	56,853	+1.2%	Shares	Sole	2020-08-14
2020-03-31	$3,040,069	56,152	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.