AUIM
SOMN

Aegon USA Investment Management’s The Southern Company 2025 Series A Corp Units SOMN Stock Holding History

Aegon USA Investment 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
Q2 		$728K Hold
14,530
– – 0.52% 21
2026
Q1 		$750K Buy
+14,530
New +$748K 0.59% 21

Other funds holding SOMN

Calamos Advisors
Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return
PSC
Portman Square Capital London, United Kingdom $2.11B AUM 19.71% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

Aegon USA Investment Management's SOMN Position: Q2 2026 in Review

Aegon USA Investment Management held its The Southern Company 2025 Series A Corp Units (SOMN) position steady in Q2 2026 at 14,530 shares worth $728K. The position accounts for 0.52% of the portfolio, ranked #21.

Aegon USA Investment Management first reported a position in SOMN in Q1 2026 and has held it in 2 quarters since. The position peaked at $750K in Q1 2026. 7 funds tracked by Wall St. Rank hold SOMN as of Q2 2026.

  • Aegon USA Investment Management held 14,530 shares of The Southern Company 2025 Series A Corp Units worth $728K as of Q2 2026.
  • Aegon USA Investment Management left its The Southern Company 2025 Series A Corp Units share count unchanged in Q2 2026.
  • The Southern Company 2025 Series A Corp Units made up 0.52% of Aegon USA Investment Management's portfolio in Q2 2026, its #21 holding.
  • Aegon USA Investment Management first reported a position in The Southern Company 2025 Series A Corp Units in Q1 2026 and has held it in 2 quarters since.
  • Aegon USA Investment Management's The Southern Company 2025 Series A Corp Units position peaked at $750K in Q1 2026.
  • 7 funds tracked by Wall St. Rank held The Southern Company 2025 Series A Corp Units as of Q2 2026.

Based on Aegon USA Investment Management's 13F filing for Q2 2026, filed 17 Jul 2026.