Calamos Advisors
SOMN

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

Calamos Advisors’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 		$105M Buy
2,115,625
+34,300
+2% +$1.74M 0.35% 55
2026
Q1 		$107M Sell
2,081,325
-404,381
-16% -$20.8M 0.38% 47
2025
Q4 		$125M Buy
+2,485,706
New +$123M 0.47% 35

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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

Calamos Advisors's SOMN Position: Q2 2026 in Review

Calamos Advisors increased its The Southern Company 2025 Series A Corp Units (SOMN) stake by 1.6% in Q2 2026, buying an estimated $1.74M and bringing the position to 2,115,625 shares worth $105M. The position accounts for 0.35% of the portfolio, ranked #55.

Calamos Advisors first reported a position in SOMN in Q4 2025 and has held it in 3 quarters since. The position peaked at $125M in Q4 2025. 49 funds tracked by Wall St. Rank hold SOMN as of Q2 2026.

  • Calamos Advisors held 2,115,625 shares of The Southern Company 2025 Series A Corp Units worth $105M as of Q2 2026.
  • Calamos Advisors bought 34,300 The Southern Company 2025 Series A Corp Units shares in Q2 2026, an estimated $1.74M.
  • The Southern Company 2025 Series A Corp Units made up 0.35% of Calamos Advisors's portfolio in Q2 2026, its #55 holding.
  • Calamos Advisors first reported a position in The Southern Company 2025 Series A Corp Units in Q4 2025 and has held it in 3 quarters since.
  • Calamos Advisors's The Southern Company 2025 Series A Corp Units position peaked at $125M in Q4 2025.
  • 49 funds tracked by Wall St. Rank held The Southern Company 2025 Series A Corp Units as of Q2 2026.

Based on Calamos Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.