L2 Asset Management’s Southern Company SO Stock Holding History

L2 Asset Management’s Portfolio SO Stock Details SO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$571K	Buy	5,915 +400	+7%	+$37K	0.05%	220
2025 Q4	$481K	Buy	5,515 +373	+7%	+$34.1K	0.06%	220
2025 Q3	$487K	Buy	5,142 +237	+5%	+$22.1K	0.07%	217
2025 Q2	$450K	Buy	4,905 +285	+6%	+$25.6K	0.07%	220
2025 Q1	$425K	Buy	4,620 +416	+10%	+$36K	0.09%	171
2024 Q4	$346K	Sell	4,204 -120	-3%	-$10.5K	0.08%	163
2024 Q3	$390K	Buy	4,324 +146	+3%	+$12.5K	0.11%	139
2024 Q2	$324K	Buy	4,178 +337	+9%	+$25.5K	0.1%	147
2024 Q1	$276K	Buy	3,841 +279	+8%	+$19.3K	0.09%	165
2023 Q4	$250K	Buy	3,562 +3,316	+1,348%	+$228K	0.1%	146
2023 Q3	$202K	Buy	+246	New	+$17.1K	0.1%	160

Other funds holding SO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

L2 Asset Management's SO Position: Q1 2026 in Review

L2 Asset Management increased its Southern Company (SO) stake by 7.3% in Q1 2026, buying an estimated $37K and bringing the position to 5,915 shares worth $571K. The position accounts for 0.05% of the portfolio, ranked #220.

L2 Asset Management first reported a position in SO in Q3 2023 and has held it in 11 quarters since. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.

L2 Asset Management held 5,915 shares of Southern Company worth $571K as of Q1 2026.
L2 Asset Management bought 400 Southern Company shares in Q1 2026, an estimated $37K.
Southern Company made up 0.05% of L2 Asset Management's portfolio in Q1 2026, its #220 holding.
L2 Asset Management first reported a position in Southern Company in Q3 2023 and has held it in 11 quarters since.
2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on L2 Asset Management's 13F filing for Q1 2026, filed 15 May 2026.