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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
Q2 		$614K Buy
6,417
+502
+8% +$47.3K 0.06% 225
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

L2 Asset Management's SO Position: Q2 2026 in Review

L2 Asset Management increased its Southern Company (SO) stake by 8.5% in Q2 2026, buying an estimated $47.3K and bringing the position to 6,417 shares worth $614K. The position accounts for 0.06% of the portfolio, ranked #225.

L2 Asset Management first reported a position in SO in Q3 2023 and has held it in 12 quarters since. 2,369 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • L2 Asset Management held 6,417 shares of Southern Company worth $614K as of Q2 2026.
  • L2 Asset Management bought 502 Southern Company shares in Q2 2026, an estimated $47.3K.
  • Southern Company made up 0.06% of L2 Asset Management's portfolio in Q2 2026, its #225 holding.
  • L2 Asset Management first reported a position in Southern Company in Q3 2023 and has held it in 12 quarters since.
  • 2,369 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on L2 Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.