Bank of America
SOMN

Bank of America’s The Southern Company 2025 Series A Corp Units SOMN Stock Holding History

Bank of America’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 		$1.8M Sell
34,970
-102,473
-75% -$5.28M ﹤0.01% 4183
2025
Q4 		$6.92M Buy
+137,443
New +$6.81M ﹤0.01% 3129

Other funds holding SOMN

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $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 $2.11B AUM 19.71% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
ACM
Advent Capital Management New York $3.63B AUM 0.29% 1-Year Est. Return

Bank of America's SOMN Position: Q1 2026 in Review

Bank of America reduced its The Southern Company 2025 Series A Corp Units (SOMN) stake by 75% in Q1 2026, selling an estimated $5.28M and leaving 34,970 shares worth $1.8M. The position accounts for ﹤0.01% of the portfolio, ranked #4183.

Bank of America first reported a position in SOMN in Q4 2025 and has held it in 2 quarters since. The position peaked at $6.92M in Q4 2025. 38 funds tracked by Wall St. Rank hold SOMN as of Q1 2026.

  • Bank of America held 34,970 shares of The Southern Company 2025 Series A Corp Units worth $1.8M as of Q1 2026.
  • Bank of America sold 102,473 The Southern Company 2025 Series A Corp Units shares in Q1 2026, an estimated $5.28M.
  • The Southern Company 2025 Series A Corp Units made up ﹤0.01% of Bank of America's portfolio in Q1 2026, its #4183 holding.
  • Bank of America first reported a position in The Southern Company 2025 Series A Corp Units in Q4 2025 and has held it in 2 quarters since.
  • Bank of America's The Southern Company 2025 Series A Corp Units position peaked at $6.92M in Q4 2025.
  • 38 funds tracked by Wall St. Rank held The Southern Company 2025 Series A Corp Units as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.