Position in SO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$35,913,454
-$7,922,067 QoQ
Shares Held
375,232
-17.4% QoQ
Ownership
0.033%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#153
of 2,359 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SO 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. SO ranks #6 (4.5% 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
This page
|
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 SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $35,913,454 | 375,232 | Shares | Other | 2026-08-13 | |
| 2026-03-31 | $43,835,521 | 454,160 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $38,067,768 | 436,557 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $37,154,955 | 392,054 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $37,476,280 | 408,105 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $37,074,698 | 403,205 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $31,617,051 | 384,075 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $34,029,872 | 377,355 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $28,419,473 | 366,372 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $25,279,382 | 352,375 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $25,608,734 | 365,213 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $24,261,196 | 374,864 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $24,818,903 | 353,294 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $24,233,600 | 348,284 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $26,204,041 | 366,952 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $21,886,684 | 321,863 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $21,577,478 | 302,587 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $20,668,395 | 285,042 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $5,640,019 | 82,240 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $4,612,489 | 74,431 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $4,533,711 | 74,925 | Shares | Sole | 2021-08-24 | |
| 2021-03-31 | $4,319,622 | 69,492 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $4,195,054 | 68,290 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $3,292,455 | 60,724 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $2,947,828 | 56,853 | 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. | ||||||