ACM
SOMN

Advent Capital Management’s The Southern Company 2025 Series A Corp Units SOMN Stock Holding History

Advent Capital Management’s Portfolio SOMN Stock Details SOMN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$58.1M Buy
1,121,375
+204,386
+22% +$10.5M 1.72% 13
2025
Q4 		$45.6M Buy
+916,989
New +$45.5M 1.05% 25

Other funds holding SOMN

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VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $25.9B AUM 21.78% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
PSC
Portman Square Capital London, United Kingdom $587M AUM 19.71% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return