Ameriprise
SOMN

Ameriprise’s The Southern Company 2025 Series A Corp Units SOMN Stock Holding History

Ameriprise’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 		$64.4M Buy
1,294,891
+125,055
+11% +$6.34M 0.01% 812
2026
Q1 		$60.4M Buy
1,169,836
+92,500
+9% +$4.76M 0.01% 774
2025
Q4 		$53.5M Buy
+1,077,336
New +$53.4M 0.01% 833

Other funds holding SOMN

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
PSC
Portman Square Capital London, United Kingdom $2.11B AUM 19.71% 1-Year Est. Return
ACM
Advent Capital Management New York $4.46B AUM 0.73% 1-Year Est. Return
CAM
Camden Asset Management Los Angeles, California $3.43B AUM 14.75% 1-Year Est. Return

Ameriprise's SOMN Position: Q2 2026 in Review

Ameriprise increased its The Southern Company 2025 Series A Corp Units (SOMN) stake by 11% in Q2 2026, buying an estimated $6.34M and bringing the position to 1,294,891 shares worth $64.4M. The position accounts for 0.01% of the portfolio, ranked #812.

Ameriprise first reported a position in SOMN in Q4 2025 and has held it in 3 quarters since. 49 funds tracked by Wall St. Rank hold SOMN as of Q2 2026.

  • Ameriprise held 1,294,891 shares of The Southern Company 2025 Series A Corp Units worth $64.4M as of Q2 2026.
  • Ameriprise bought 125,055 The Southern Company 2025 Series A Corp Units shares in Q2 2026, an estimated $6.34M.
  • The Southern Company 2025 Series A Corp Units made up 0.01% of Ameriprise's portfolio in Q2 2026, its #812 holding.
  • Ameriprise first reported a position in The Southern Company 2025 Series A Corp Units in Q4 2025 and has held it in 3 quarters since.
  • 49 funds tracked by Wall St. Rank held The Southern Company 2025 Series A Corp Units as of Q2 2026.

Based on Ameriprise's 13F filing for Q2 2026, filed 14 Aug 2026.