Position in SO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$614,171
+$43,256 QoQ
Shares Held
6,417
+8.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,284
of 2,360 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026L2 Asset Management, LLC holds $4,933,205 across 12 Utilities - Regulated Electric names. SO ranks #2 (12.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
12,064 | $1,058,857 | |
| 2 | SO |
Southern Co
This page
|
6,417 | $614,171 | |
| 3 | DUK |
Duke Energy CORP
|
4,679 | $592,267 | |
| 4 | AEP |
American Electric Power Co Inc
|
3,483 | $476,509 | |
| 5 | ETR |
Entergy Corp /De/
|
3,032 | $348,255 | |
| 6 | D |
Dominion Energy, Inc
|
5,022 | $342,952 | |
| 7 | XEL |
Xcel Energy Inc
|
3,563 | $286,108 | |
| 8 | EXC |
Exelon Corp
|
5,851 | $272,773 |
All Filings in SO
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $614,171 | 6,417 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $570,915 | 5,915 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $480,908 | 5,515 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $487,307 | 5,142 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $450,426 | 4,905 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $424,809 | 4,620 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $346,073 | 4,204 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $389,938 | 4,324 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $324,087 | 4,178 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $275,553 | 3,841 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $249,767 | 3,562 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $15,921 | 246 | Shares | Sole | 2023-11-08 | |
| No filing history on record for this holder in this stock. | ||||||